Resource Planning Group 13F 持仓 · 最近申报 2023年Q4
Resource Planning Group 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 1.57 亿美元。前几大持仓：AGG（11.99%）、BSV（10.18%）、VV（5.05%）。本季前 25 大持仓中：新建仓 5 只、增持 7 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $18.9M | 11.99% | 190,298 | 增持 |
| 2 | BSV | VANGUARD BD INDEX FDS | $16.0M | 10.18% | 207,901 | 增持 |
| 3 | VV | VANGUARD INDEX FDS | $7.9M | 5.05% | 36,436 | 减持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $7.8M | 4.95% | 171,732 | 增持 |
| 5 | VB | VANGUARD INDEX FDS | $7.4M | 4.68% | 34,874 | 减持 |
| 6 | VOO | VANGUARD INDEX FDS | $6.3M | 4.01% | 14,442 | 增持 |
| 7 | EMXC | ISHARES INC | $5.7M | 3.65% | 103,585 | 减持 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $5.4M | 3.46% | 110,269 | 增持 |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $5.2M | 3.32% | 178,933 | 增持 |
| 10 | QUS | SPDR SER TR | $4.8M | 3.04% | 36,258 | 减持 |
| 11 | SCHP | SCHWAB STRATEGIC TR | $4.5M | 2.85% | 85,997 | 减持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $4.4M | 2.80% | 107,182 | 减持 |
| 13 | FNDC | SCHWAB STRATEGIC TR | $4.4M | 2.79% | 125,997 | 减持 |
| 14 | SCHO | SCHWAB STRATEGIC TR | $4.0M | 2.52% | 81,727 | 减持 |
| 15 | STIP | ISHARES TR | $3.5M | 2.24% | 35,695 | 减持 |
| 16 | RODM | LATTICE STRATEGIES TR | $3.5M | 2.22% | 127,477 | 减持 |
| 17 | DFUV | DIMENSIONAL ETF TRUST | $2.5M | 1.62% | 68,385 | 新建仓 |
| 18 | MTUM | ISHARES TR | $2.5M | 1.62% | 16,231 | 新建仓 |
| 19 | USMV | ISHARES TR | $2.5M | 1.61% | 32,394 | 新建仓 |
| 20 | DFAR | DIMENSIONAL ETF TRUST | $2.5M | 1.60% | 88,097 | 新建仓 |
| 21 | DFIC | DIMENSIONAL ETF TRUST | $2.3M | 1.44% | 88,515 | 新建仓 |
| 22 | AAPL | APPLE INC | $2.1M | 1.34% | 10,917 | 增持 |
| 23 | DFIS | DIMENSIONAL ETF TRUST | $2.1M | 1.34% | 86,980 | 减持 |
| 24 | MGMT | UNIFIED SER TR | $1.7M | 1.09% | 46,217 | 减持 |
| 25 | PRFZ | INVESCO EXCHANGE TRADED FD T | $1.6M | 1.00% | 41,937 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR