0001754960-23-000162.txt : 20230512 0001754960-23-000162.hdr.sgml : 20230512 20230511194949 ACCESSION NUMBER: 0001754960-23-000162 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Resource Planning Group CENTRAL INDEX KEY: 0001537147 IRS NUMBER: 582588876 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18918 FILM NUMBER: 23912758 BUSINESS ADDRESS: STREET 1: 10 GLENLAKE PARKWAY STREET 2: SOUTH TOWER, SUITE 150 CITY: ATLANTA STATE: GA ZIP: 30328 BUSINESS PHONE: 770-671-9500 MAIL ADDRESS: STREET 1: 10 GLENLAKE PARKWAY STREET 2: SOUTH TOWER, SUITE 150 CITY: ATLANTA STATE: GA ZIP: 30328 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001537147 XXXXXXXX 03-31-2023 03-31-2023 Resource Planning Group

10 GLENLAKE PARKWAY SOUTH TOWER, SUITE 150 ATLANTA GA 30328

13F HOLDINGS REPORT 028-18918 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 05-11-2023 0 60 123066840 false INFORMATION TABLE 2 InformationTableOutput.xml AMAZON COM INCCOM023135106278367 2695 SH SOLE 0 0 2695 APPLE INCCOM0378331001801374 10924 SH SOLE 0 0 10924 BERKSHIRE HATHAWAY INC DELCL B NEW084670702385963 1250 SH SOLE 0 0 1250 COCA COLA COCOM1912161001098811 17714 SH SOLE 0 0 17714 COLUMBIA ETF TR IIEM CORE EX ETF19762B2021092082 40373 SH SOLE 0 0 40373 DIMENSIONAL ETF TRUSTINTL SMALL CAP E25434V7732126183 92483 SH SOLE 0 0 92483 EXXON MOBIL CORPCOM30231G102248822 2269 SH SOLE 0 0 2269 HOME DEPOT INCCOM437076102651790 2209 SH SOLE 0 0 2209 INVESCO QQQ TRUNIT SER 146090E103290387 905 SH SOLE 0 0 905 INVESCO EXCHANGE TRADED FD TFTSE RAFI 150046137V5971682165 10225 SH SOLE 0 0 10225 INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V6131152960 7600 SH SOLE 0 0 7600 ISHARES INCMSCI EMERG MRKT464286533222264 4073 SH SOLE 0 0 4073 ISHARES TRTIPS BD ETF464287176287499 2608 SH SOLE 0 0 2608 ISHARES TRCORE S&P500 ETF464287200563017 1370 SH SOLE 0 0 1370 ISHARES TRCORE US AGGBD ET46428722613659304 137332 SH SOLE 0 0 137332 ISHARES TRISHARES BIOTECH464287556208761 1616 SH SOLE 0 0 1616 ISHARES TRRUS 1000 ETF464287622607445 4625 SH SOLE 0 0 4625 ISHARES TRCORE LT USDB ETF464289479286918 5340 SH SOLE 0 0 5340 ISHARES TR0-5 YR TIPS ETF46429B7473781116 38105 SH SOLE 0 0 38105 ISHARES INCMSCI EMRG CHN46434G7646612117 134038 SH SOLE 0 0 134038 ISHARES TRESG AWR MSCI USA46435G425213100 2356 SH SOLE 0 0 2356 JPMORGAN CHASE & COCOM46625H100292546 2245 SH SOLE 0 0 2245 JOHNSON & JOHNSONCOM478160104235264 1518 SH SOLE 0 0 1518 LATTICE STRATEGIES TRHARTFORD MLT ETF5184161023793268 144066 SH SOLE 0 0 144066 LATTICE STRATEGIES TRHARTFRD EMRG ETF5184162011084730 53056 SH SOLE 0 0 53056 LATTICE STRATEGIES TRHARTFORD US EQTY518416409903728 22663 SH SOLE 0 0 22663 MICROSOFT CORPCOM594918104374925 1300 SH SOLE 0 0 1300 NUCOR CORPCOM670346105335509 2172 SH SOLE 0 0 2172 PACER FDS TRUS CASH COWS 10069374H881365383 7782 SH SOLE 0 0 7782 PEPSICO INCCOM713448108304806 1672 SH SOLE 0 0 1672 SPDR S&P 500 ETF TRTR UNIT78462F103566258 1383 SH SOLE 0 0 1383 SPDR INDEX SHS FDSS&P INTL SMLCP78463X871854003 27661 SH SOLE 0 0 27661 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889302988 9433 SH SOLE 0 0 9433 SPDR SER TRMSCI USA STRTGIC78468R8125133256 44279 SH SOLE 0 0 44279 SCHWAB STRATEGIC TRUS LRG CAP ETF808524201231033 4776 SH SOLE 0 0 4776 SCHWAB STRATEGIC TRUS SML CAP ETF808524607752350 17943 SH SOLE 0 0 17943 SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247061157274 47197 SH SOLE 0 0 47197 SCHWAB STRATEGIC TRSCHWB FDT INT SC8085247486206769 187346 SH SOLE 0 0 187346 SCHWAB STRATEGIC TRSCHWB FDT INT LG808524755209973 6715 SH SOLE 0 0 6715 SCHWAB STRATEGIC TRINTL EQTY ETF808524805823786 23672 SH SOLE 0 0 23672 SCHWAB STRATEGIC TRUS AGGREGATE B808524839857230 18274 SH SOLE 0 0 18274 SCHWAB STRATEGIC TRSHT TM US TRES8085248625117290 104884 SH SOLE 0 0 104884 SCHWAB STRATEGIC TRUS TIPS ETF8085248707571250 141228 SH SOLE 0 0 141228 SONOCO PRODS COCOM835495102441945 7245 SH SOLE 0 0 7245 TRUST FOR ADVISED PORTFOLIOSCORNERCAP FUNDAM89832P267268733 8151 SH SOLE 0 0 8151 UNIFIED SER TRBALLAST SMLMD CP90470L5501963842 58868 SH SOLE 0 0 58868 VANGUARD BD INDEX FDSLONG TERM BOND921937793351442 4586 SH SOLE 0 0 4586 VANGUARD BD INDEX FDSINTERMED TERM921937819769802 10031 SH SOLE 0 0 10031 VANGUARD BD INDEX FDSSHORT TRM BOND9219378279950372 130087 SH SOLE 0 0 130087 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835294582 3990 SH SOLE 0 0 3990 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438586833770 160498 SH SOLE 0 0 160498 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4071674330 34226 SH SOLE 0 0 34226 VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718435977 4643 SH SOLE 0 0 4643 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428584957844 122719 SH SOLE 0 0 122719 VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF92206C771882493 18958 SH SOLE 0 0 18958 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870578252 7208 SH SOLE 0 0 7208 VANGUARD INDEX FDSLARGE CAP ETF9229086379524248 50984 SH SOLE 0 0 50984 VANGUARD INDEX FDSGROWTH ETF9229087361062151 4258 SH SOLE 0 0 4258 VANGUARD INDEX FDSVALUE ETF9229087441638185 11861 SH SOLE 0 0 11861 VANGUARD INDEX FDSSMALL CP ETF9229087516714808 35775 SH SOLE 0 0 35775