0001754960-23-000228.txt : 20230728 0001754960-23-000228.hdr.sgml : 20230728 20230728115809 ACCESSION NUMBER: 0001754960-23-000228 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230728 DATE AS OF CHANGE: 20230728 EFFECTIVENESS DATE: 20230728 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: 231121488 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 06-30-2023 06-30-2023 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 07-28-2023 0 59 123479167 false INFORMATION TABLE 2 InformationTableOutput.xml AMAZON COM INCCOM023135106346193 2656 SH SOLE 0 0 2656 APPLE INCCOM0378331001974563 10180 SH SOLE 0 0 10180 BERKSHIRE HATHAWAY INC DELCL B NEW084670702426250 1250 SH SOLE 0 0 1250 COCA COLA COCOM1912161001047940 17402 SH SOLE 0 0 17402 COLUMBIA ETF TR IIEM CORE EX ETF19762B2021062425 37148 SH SOLE 0 0 37148 DIMENSIONAL ETF TRUSTINTL SMALL CAP E25434V7732534765 111076 SH SOLE 0 0 111076 EXXON MOBIL CORPCOM30231G102228063 2126 SH SOLE 0 0 2126 HOME DEPOT INCCOM437076102752188 2421 SH SOLE 0 0 2421 INVESCO EXCHANGE TRADED FD TFTSE RAFI 150046137V5971762178 10255 SH SOLE 0 0 10255 INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V6131188754 7510 SH SOLE 0 0 7510 ISHARES INCMSCI EMERG MRKT464286533225363 4099 SH SOLE 0 0 4099 ISHARES TRTIPS BD ETF464287176272083 2528 SH SOLE 0 0 2528 ISHARES TRCORE S&P500 ETF464287200274557 616 SH SOLE 0 0 616 ISHARES TRCORE US AGGBD ET46428722612952547 132482 SH SOLE 0 0 132482 ISHARES TRISHARES BIOTECH464287556205214 1616 SH SOLE 0 0 1616 ISHARES TRRUS 1000 ETF464287622620562 4474 SH SOLE 0 0 4474 ISHARES TRCORE LT USDB ETF464289479285925 5436 SH SOLE 0 0 5436 ISHARES TR0-5 YR TIPS ETF46429B7474009664 41083 SH SOLE 0 0 41083 ISHARES INCMSCI EMRG CHN46434G7646628914 127528 SH SOLE 0 0 127528 ISHARES TRESG AWR MSCI USA46435G425275909 2831 SH SOLE 0 0 2831 JPMORGAN CHASE & COCOM46625H100333785 2295 SH SOLE 0 0 2295 JOHNSON & JOHNSONCOM478160104242766 1467 SH SOLE 0 0 1467 LATTICE STRATEGIES TRHARTFORD MLT ETF5184161024080084 155018 SH SOLE 0 0 155018 LATTICE STRATEGIES TRHARTFRD EMRG ETF5184162011115635 53056 SH SOLE 0 0 53056 LATTICE STRATEGIES TRHARTFORD US EQTY518416409912537 22026 SH SOLE 0 0 22026 MICROSOFT CORPCOM594918104446535 1311 SH SOLE 0 0 1311 NUCOR CORPCOM670346105356165 2172 SH SOLE 0 0 2172 PACER FDS TRUS CASH COWS 10069374H881371352 7758 SH SOLE 0 0 7758 PEPSICO INCCOM713448108303514 1639 SH SOLE 0 0 1639 SPDR S&P 500 ETF TRTR UNIT78462F103595138 1343 SH SOLE 0 0 1343 SPDR INDEX SHS FDSS&P INTL SMLCP78463X871778873 25614 SH SOLE 0 0 25614 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889303793 9336 SH SOLE 0 0 9336 SPDR SER TRMSCI USA STRTGIC78468R8126013009 48902 SH SOLE 0 0 48902 SCHWAB STRATEGIC TRUS SML CAP ETF808524607778107 17765 SH SOLE 0 0 17765 SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247061093760 44408 SH SOLE 0 0 44408 SCHWAB STRATEGIC TRSCHWB FDT INT SC8085247486039185 181958 SH SOLE 0 0 181958 SCHWAB STRATEGIC TRSCHWB FDT INT LG808524755216836 6715 SH SOLE 0 0 6715 SCHWAB STRATEGIC TRINTL EQTY ETF808524805805440 22593 SH SOLE 0 0 22593 SCHWAB STRATEGIC TRUS AGGREGATE B808524839839940 18196 SH SOLE 0 0 18196 SCHWAB STRATEGIC TRSHT TM US TRES8085248624920960 102392 SH SOLE 0 0 102392 SCHWAB STRATEGIC TRUS TIPS ETF8085248706862933 130897 SH SOLE 0 0 130897 SONOCO PRODS COCOM835495102427600 7245 SH SOLE 0 0 7245 UNIFIED SER TRBALLAST SMLMD CP90470L5502302696 65125 SH SOLE 0 0 65125 VANGUARD BD INDEX FDSLONG TERM BOND921937793355017 4739 SH SOLE 0 0 4739 VANGUARD BD INDEX FDSINTERMED TERM921937819460731 6124 SH SOLE 0 0 6124 VANGUARD BD INDEX FDSSHORT TRM BOND92193782710060417 133127 SH SOLE 0 0 133127 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835290106 3991 SH SOLE 0 0 3991 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438586182715 143091 SH SOLE 0 0 143091 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4071678582 34341 SH SOLE 0 0 34341 VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718447886 4706 SH SOLE 0 0 4706 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428584816395 118397 SH SOLE 0 0 118397 VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF92206C771862587 18756 SH SOLE 0 0 18756 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870457083 5784 SH SOLE 0 0 5784 VANGUARD INDEX FDSSM CP VAL ETF922908611213144 1289 SH SOLE 0 0 1289 VANGUARD INDEX FDSLARGE CAP ETF92290863710159625 50117 SH SOLE 0 0 50117 VANGUARD INDEX FDSGROWTH ETF9229087361238859 4378 SH SOLE 0 0 4378 VANGUARD INDEX FDSVALUE ETF9229087441805152 12703 SH SOLE 0 0 12703 VANGUARD INDEX FDSSMALL CP ETF9229087516955190 35322 SH SOLE 0 0 35322 VICTORY PORTFOLIOS IICORE INTERMEDIAT92647N527280978 6101 SH SOLE 0 0 6101