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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 51 | $446,535 | 1,311 | 0.00 | 0.40 | -660 | -33.49 | 06-30-2023 |
| SONOCO PRODS CO | COM | 52 | $427,600 | 7,245 | 0.00 | 0.36 | 0 | 0.00 | 06-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $426,250 | 1,250 | 0.00 | 0.44 | -628 | -33.44 | 06-30-2023 |
| PACER FDS TR | US CASH COWS 100 | 54 | $371,352 | 7,758 | 0.00 | 0.60 | -9,031 | -53.79 | 06-30-2023 |
