Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RESOURCE PLANNING GROUP 07-28-2023 06-30-2023 59 123,479,167
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE US AGGBD ET 1 $12,952,547 132,482 0.01 11.40 -3,903 -2.86 06-30-2023
VANGUARD INDEX FDS LARGE CAP ETF 2 $10,159,625 50,117 0.01 7.43 -2,150 -4.11 06-30-2023
VANGUARD BD INDEX FDS SHORT TRM BOND 3 $10,060,417 133,127 0.01 12.51 -59,159 -30.77 06-30-2023
VANGUARD INDEX FDS SMALL CP ETF 4 $6,955,190 35,322 0.01 5.16 279 0.80 06-30-2023
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