0001754960-19-000015.txt : 20190516 0001754960-19-000015.hdr.sgml : 20190516 20190515185155 ACCESSION NUMBER: 0001754960-19-000015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190516 DATE AS OF CHANGE: 20190515 EFFECTIVENESS DATE: 20190516 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: 19830184 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 13F-HR LIVE false false false 0001537147 XXXXXXXX 03-31-2019 03-31-2019 Resource Planning Group

10 GLENLAKE PARKWAY SOUTH TOWER, SUITE 150 ATLANTA GA 30328

13F HOLDINGS REPORT 028-18918 N WealthFluent, LLC 9495226561 WealthFluent, LLC Tustin CA 05-15-2019 0 49 151334 true INFORMATION TABLE 2 InformationTableOutput.xml AT&T INC COM 00206R102 238 7599 SH SOLE 0 0 7599 APPLE INC COM 037833100 607 3194 SH SOLE 0 0 3194 BANK AMER CORP COM 060505104 299 10824 SH SOLE 0 0 10824 COCA COLA CO COM 191216100 2598 55442 SH SOLE 0 0 55442 EXXON MOBIL CORP COM 30231G102 337 4177 SH SOLE 0 0 4177 FACEBOOK INC CL A 30303M102 239 1434 SH SOLE 0 0 1434 HOME DEPOT INC COM 437076102 655 3416 SH SOLE 0 0 3416 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 3464 27152 SH SOLE 0 0 27152 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 2896 25549 SH SOLE 0 0 25549 ISHARES TR TIPS BD ETF 464287176 3957 35000 SH SOLE 0 0 35000 ISHARES TR CORE US AGGBD ET 464287226 29703 272959 SH SOLE 0 0 272959 ISHARES TR RUS 1000 ETF 464287622 1506 9575 SH SOLE 0 0 9575 ISHARES TR MSCI ACWI ETF 464288257 233 3225 SH SOLE 0 0 3225 JPMORGAN CHASE & CO COM 46625H100 470 4645 SH SOLE 0 0 4645 MCDONALDS CORP COM 580135101 331 1743 SH SOLE 0 0 1743 MICROSOFT CORP COM 594918104 437 3704 SH SOLE 0 0 3704 PEPSICO INC COM 713448108 495 4038 SH SOLE 0 0 4038 PIMCO ETF TR INV GRD CRP BD 72201R817 868 8365 SH SOLE 0 0 8365 SPDR S&P 500 ETF TR TR UNIT 78462F103 614 2174 SH SOLE 0 0 2174 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 2984 98402 SH SOLE 0 0 98402 SPDR SERIES TRUST S&P DIVID ETF 78464A763 212 2131 SH SOLE 0 0 2131 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 252 3732 SH SOLE 0 0 3732 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 501 7159 SH SOLE 0 0 7159 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1329 51115 SH SOLE 0 0 51115 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 5248 168906 SH SOLE 0 0 168906 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 564 18021 SH SOLE 0 0 18021 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1474 28407 SH SOLE 0 0 28407 SCHWAB STRATEGIC TR US TIPS ETF 808524870 9907 180131 SH SOLE 0 0 180131 SONOCO PRODS CO COM 835495102 446 7245 SH SOLE 0 0 7245 SOUTHERN CO COM 842587107 411 7951 SH SOLE 0 0 7951 SUNTRUST BKS INC COM 867914103 284 4789 SH SOLE 0 0 4789 TOTAL SYS SVCS INC COM 891906109 263 2768 SH SOLE 0 0 2768 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 405 4401 SH SOLE 0 0 4401 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 5911 72808 SH SOLE 0 0 72808 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3929 96137 SH SOLE 0 0 96137 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 19727 353717 SH SOLE 0 0 353717 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 409 3926 SH SOLE 0 0 3926 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 329 6568 SH SOLE 0 0 6568 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9278 218297 SH SOLE 0 0 218297 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 455 7530 SH SOLE 0 0 7530 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 454 8666 SH SOLE 0 0 8666 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 18407 211894 SH SOLE 0 0 211894 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 4876 93492 SH SOLE 0 0 93492 VANGUARD INDEX FDS LARGE CAP ETF 922908637 6072 46781 SH SOLE 0 0 46781 VANGUARD INDEX FDS VALUE ETF 922908744 958 8902 SH SOLE 0 0 8902 VANGUARD INDEX FDS SMALL CP ETF 922908751 3770 24674 SH SOLE 0 0 24674 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1929 13328 SH SOLE 0 0 13328 WALMART INC COM 931142103 337 3454 SH SOLE 0 0 3454 YUM BRANDS INC COM 988498101 265 2656 SH SOLE 0 0 2656