0001085146-22-000475.txt : 20220202 0001085146-22-000475.hdr.sgml : 20220202 20220202161439 ACCESSION NUMBER: 0001085146-22-000475 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220202 DATE AS OF CHANGE: 20220202 EFFECTIVENESS DATE: 20220202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RESOURCE CONSULTING GROUP INC CENTRAL INDEX KEY: 0000831941 IRS NUMBER: 592859511 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21573 FILM NUMBER: 22583781 BUSINESS ADDRESS: STREET 1: 301 E. PINE STREET STREET 2: SUITE 600 CITY: ORLANDO STATE: FL ZIP: 32801 BUSINESS PHONE: 4074220252 MAIL ADDRESS: STREET 1: 301 E. PINE STREET STREET 2: SUITE 600 CITY: ORLANDO STATE: FL ZIP: 32801 FORMER COMPANY: FORMER CONFORMED NAME: RESOURCE CONSULTING GROUP INC /FL/ /ADV DATE OF NAME CHANGE: 20220131 FORMER COMPANY: FORMER CONFORMED NAME: RESOURCE CONSULTING GROUP INC /FL/ /ADV DATE OF NAME CHANGE: 19880418 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000831941 XXXXXXXX 12-31-2021 12-31-2021 false RESOURCE CONSULTING GROUP INC

301 E. PINE STREET SUITE 600 ORLANDO FL 32801

13F HOLDINGS REPORT 028-21573 N Michael T. Masur 407-422-0252 /s/Michael T. Masur Orlando FL 01-31-2022 0 72 283078 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 233 1309 SH SOLE 1309 0 0 ABBOTT LABS COM 002824100 309 2194 SH SOLE 2194 0 0 ABBVIE INC COM 00287Y109 794 5865 SH SOLE 5865 0 0 ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 1031 150775 SH SOLE 150775 0 0 AFLAC INC COM 001055102 590 10098 SH SOLE 10098 0 0 ALPHABET INC CAP STK CL A 02079K305 860 297 SH SOLE 297 0 0 ALPHABET INC CAP STK CL C 02079K107 281 97 SH SOLE 97 0 0 AMAZON COM INC COM 023135106 427 128 SH SOLE 128 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 426 7489 SH SOLE 7489 0 0 ANALOG DEVICES INC COM 032654105 641 3649 SH SOLE 3649 0 0 APPLE INC COM 037833100 936 5272 SH SOLE 5272 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 666 2700 SH SOLE 2700 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 600 2008 SH SOLE 2008 0 0 BLACKSTONE INC COM 09260D107 1360 10514 SH SOLE 10514 0 0 BROADCOM INC COM 11135F101 1462 2197 SH SOLE 2197 0 0 CATERPILLAR INC COM 149123101 253 1223 SH SOLE 1223 0 0 CHEESECAKE FACTORY INC COM 163072101 427 10900 SH SOLE 10900 0 0 CITIGROUP INC COM NEW 172967424 250 4140 SH SOLE 4140 0 0 CONOCOPHILLIPS COM 20825C104 527 7302 SH SOLE 7302 0 0 CVS HEALTH CORP COM 126650100 338 3276 SH SOLE 3276 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 880 22918 SH SOLE 22918 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 230 5893 SH SOLE 5893 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 71780 2187094 SH SOLE 2187094 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 515 17774 SH SOLE 17774 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1514 29292 SH SOLE 29292 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 81972 1366430 SH SOLE 1366430 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 73859 1554279 SH SOLE 1554279 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 323 12389 SH SOLE 12389 0 0 DISNEY WALT CO COM 254687106 834 5384 SH SOLE 5384 0 0 EXXON MOBIL CORP COM 30231G102 304 4965 SH SOLE 4965 0 0 FIFTH THIRD BANCORP COM 316773100 919 21111 SH SOLE 21111 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 882 2305 SH SOLE 2305 0 0 HOME DEPOT INC COM 437076102 403 971 SH SOLE 971 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 212 1588 SH SOLE 1588 0 0 IRADIMED CORP COM 46266A109 5915 128000 SH SOLE 128000 0 0 IRON MTN INC NEW COM 46284V101 268 5123 SH SOLE 5123 0 0 ISHARES TR CORE S&P SCP ETF 464287804 292 2549 SH SOLE 2549 0 0 ISHARES TR CORE S&P500 ETF 464287200 266 557 SH SOLE 557 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 578 1891 SH SOLE 1891 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 484 2885 SH SOLE 2885 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2107 25182 SH SOLE 25182 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1418 9055 SH SOLE 9055 0 0 ISHARES TR S&P MC 400GR ETF 464287606 823 9656 SH SOLE 9656 0 0 ISHARES TR S&P MC 400VL ETF 464287705 862 7786 SH SOLE 7786 0 0 ISHARES TR S&P SML 600 GWT 464287887 345 2486 SH SOLE 2486 0 0 ISHARES TR SP SMCP600VL ETF 464287879 315 3016 SH SOLE 3016 0 0 JOHNSON & JOHNSON COM 478160104 587 3430 SH SOLE 3430 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 854 9257 SH SOLE 9257 0 0 MARATHON OIL CORP COM 565849106 751 45744 SH SOLE 45744 0 0 MARRIOTT INTL INC NEW CL A 571903202 358 2165 SH SOLE 2165 0 0 META PLATFORMS INC CL A 30303M102 1023 3040 SH SOLE 3040 0 0 MICROSOFT CORP COM 594918104 797 2369 SH SOLE 2369 0 0 MORGAN STANLEY COM NEW 617446448 722 7356 SH SOLE 7356 0 0 NUCOR CORP COM 670346105 913 8000 SH SOLE 8000 0 0 NVIDIA CORPORATION COM 67066G104 2136 7264 SH SOLE 7264 0 0 PNC FINL SVCS GROUP INC COM 693475105 535 2670 SH SOLE 2670 0 0 PRIMO WATER CORPORATION COM 74167P108 929 52678 SH SOLE 52678 0 0 PROCTER AND GAMBLE CO COM 742718109 1118 6837 SH SOLE 6837 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 359 3181 SH SOLE 3181 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1171 2465 SH SOLE 2465 0 0 STARBUCKS CORP COM 855244109 449 3837 SH SOLE 3837 0 0 SYSCO CORP COM 871829107 232 2959 SH SOLE 2959 0 0 TESLA INC COM 88160R101 558 528 SH SOLE 528 0 0 TRUIST FINL CORP COM 89832Q109 708 12089 SH SOLE 12089 0 0 US BANCORP DEL COM NEW 902973304 282 5025 SH SOLE 5025 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1657 6865 SH SOLE 6865 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1558 31499 SH SOLE 31499 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1223 17929 SH SOLE 17929 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 717 9192 SH SOLE 9192 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1402 6404 SH SOLE 6404 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 396 7758 SH SOLE 7758 0 0 VISA INC COM CL A 92826C839 932 4299 SH SOLE 4299 0 0