0001085146-22-002329.txt : 20220711 0001085146-22-002329.hdr.sgml : 20220711 20220708180758 ACCESSION NUMBER: 0001085146-22-002329 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220708 EFFECTIVENESS DATE: 20220711 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: 221075517 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 06-30-2022 06-30-2022 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 07-07-2022 0 61 232246 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 401 3694 SH SOLE 3694 0 0 ABBVIE INC COM 00287Y109 893 5832 SH SOLE 5832 0 0 AFLAC INC COM 001055102 558 10085 SH SOLE 10085 0 0 ALPHABET INC CAP STK CL A 02079K305 634 291 SH SOLE 291 0 0 ALPHABET INC CAP STK CL C 02079K107 212 97 SH SOLE 97 0 0 AMAZON COM INC COM 023135106 270 2540 SH SOLE 2540 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 382 7470 SH SOLE 7470 0 0 ANALOG DEVICES INC COM 032654105 533 3649 SH SOLE 3649 0 0 APPLE INC COM 037833100 1972 14423 SH SOLE 14423 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 567 2700 SH SOLE 2700 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2454 6 SH SOLE 6 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 569 2085 SH SOLE 2085 0 0 BLACKSTONE INC COM 09260D107 959 10514 SH SOLE 10514 0 0 BROADCOM INC COM 11135F101 1065 2192 SH SOLE 2192 0 0 CATERPILLAR INC COM 149123101 219 1223 SH SOLE 1223 0 0 CHEESECAKE FACTORY INC COM 163072101 288 10900 SH SOLE 10900 0 0 COCA COLA CO COM 191216100 220 3504 SH SOLE 3504 0 0 CONOCOPHILLIPS COM 20825C104 668 7433 SH SOLE 7433 0 0 CVS HEALTH CORP COM 126650100 304 3276 SH SOLE 3276 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 751 22918 SH SOLE 22918 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 64043 2216796 SH SOLE 2216796 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 414 17774 SH SOLE 17774 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1194 29292 SH SOLE 29292 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 343 14827 SH SOLE 14827 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 68431 1425644 SH SOLE 1425644 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 64311 1598975 SH SOLE 1598975 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 266 12408 SH SOLE 12408 0 0 DISNEY WALT CO COM 254687106 498 5271 SH SOLE 5271 0 0 EXXON MOBIL CORP COM 30231G102 425 4965 SH SOLE 4965 0 0 FIFTH THIRD BANCORP COM 316773100 709 21111 SH SOLE 21111 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 685 2305 SH SOLE 2305 0 0 HOME DEPOT INC COM 437076102 247 901 SH SOLE 901 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 224 1588 SH SOLE 1588 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 238 850 SH SOLE 850 0 0 ISHARES TR CORE S&P SCP ETF 464287804 206 2228 SH SOLE 2228 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 351 5000 SH SOLE 5000 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 305 1396 SH SOLE 1396 0 0 ISHARES TR S&P MC 400VL ETF 464287705 300 3174 SH SOLE 3174 0 0 JOHNSON & JOHNSON COM 478160104 847 4770 SH SOLE 4770 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 810 9257 SH SOLE 9257 0 0 MARATHON OIL CORP COM 565849106 1028 45744 SH SOLE 45744 0 0 MARRIOTT INTL INC NEW CL A 571903202 294 2165 SH SOLE 2165 0 0 META PLATFORMS INC CL A 30303M102 494 3062 SH SOLE 3062 0 0 MICROSOFT CORP COM 594918104 645 2511 SH SOLE 2511 0 0 MORGAN STANLEY COM NEW 617446448 559 7356 SH SOLE 7356 0 0 NUCOR CORP COM 670346105 835 8000 SH SOLE 8000 0 0 NVIDIA CORPORATION COM 67066G104 1101 7264 SH SOLE 7264 0 0 PNC FINL SVCS GROUP INC COM 693475105 421 2670 SH SOLE 2670 0 0 PRIMO WATER CORPORATION COM 74167P108 705 52678 SH SOLE 52678 0 0 PROCTER AND GAMBLE CO COM 742718109 983 6837 SH SOLE 6837 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 930 2465 SH SOLE 2465 0 0 STARBUCKS CORP COM 855244109 293 3837 SH SOLE 3837 0 0 SYSCO CORP COM 871829107 251 2959 SH SOLE 2959 0 0 TESLA INC COM 88160R101 311 462 SH SOLE 462 0 0 US BANCORP DEL COM NEW 902973304 231 5025 SH SOLE 5025 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1055 6120 SH SOLE 6120 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 235 1191 SH SOLE 1191 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 269 1525 SH SOLE 1525 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 896 4751 SH SOLE 4751 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1100 6404 SH SOLE 6404 0 0 VISA INC COM CL A 92826C839 844 4289 SH SOLE 4289 0 0