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Home > Institutional Investor > Resource Planning Group > Profile

Instuitional Investor - Resource Planning Group

Fund Profile
Filing Period:
Fund Name: Resource Planning Group
Portfolio Value $157,323,895
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 190,298 $18,866,891 11.99%
2.
Vanguard Bond Index Funds
 BND 207,901 $16,012,504 10.17%
3.
Vanguard Index Fds
 36,436 $7,948,412 5.05%
4.
Vanguard Tax-Managed Fds
 171,732 $7,784,897 4.94%
5.
Vanguard Index Fds
 34,874 $7,364,585 4.68%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)