0001754960-21-000186.txt : 20211012 0001754960-21-000186.hdr.sgml : 20211012 20211012152459 ACCESSION NUMBER: 0001754960-21-000186 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211012 DATE AS OF CHANGE: 20211012 EFFECTIVENESS DATE: 20211012 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: 211318474 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 09-30-2021 09-30-2021 Resource Planning Group

10 GLENLAKE PARKWAY SOUTH TOWER, SUITE 150 ATLANTA GA 30328

13F HOLDINGS REPORT 028-18918 N File13F.com 844-844-3453 Aryn Sands Reno NV 10-12-2021 0 86 159133 false INFORMATION TABLE 2 InformationTableOutput.xml AT&T INCCOM00206R102230 8522 SH SOLE 0 0 8522 ALPHABET INCCAP STK CL A02079K305225 84 SH SOLE 0 0 84 AMAZON COM INCCOM023135106391 119 SH SOLE 0 0 119 AMERIS BANCORPCOM03076K1081195 23043 SH SOLE 0 0 23043 APPLE INCCOM0378331001817 12843 SH SOLE 0 0 12843 BK OF AMERICA CORPCOM060505104478 11263 SH SOLE 0 0 11263 BERKSHIRE HATHAWAY INC DELCL B NEW084670702383 1405 SH SOLE 0 0 1405 CISCO SYS INCCOM17275R102243 4471 SH SOLE 0 0 4471 COCA COLA COCOM1912161002652 50549 SH SOLE 0 0 50549 EXXON MOBIL CORPCOM30231G102261 4437 SH SOLE 0 0 4437 FACEBOOK INCCL A30303M102541 1594 SH SOLE 0 0 1594 HOME DEPOT INCCOM4370761021367 4163 SH SOLE 0 0 4163 ILLINOIS TOOL WKS INCCOM452308109231 1118 SH SOLE 0 0 1118 INVESCO QQQ TRUNIT SER 146090E1031302 3638 SH SOLE 0 0 3638 INVESCO EXCHANGE TRADED FD TFTSE RAFI 150046137V5972211 12113 SH SOLE 0 0 12113 INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V6131473 9548 SH SOLE 0 0 9548 INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E354239 3924 SH SOLE 0 0 3924 ISHARES INCMSCI EMERG MRKT464286533449 7165 SH SOLE 0 0 7165 ISHARES TRS&P 100 ETF4642871011272 6441 SH SOLE 0 0 6441 ISHARES TRTIPS BD ETF4642871761995 15623 SH SOLE 0 0 15623 ISHARES TRCORE S&P500 ETF464287200915 2125 SH SOLE 0 0 2125 ISHARES TRCORE US AGGBD ET46428722633987 296309 SH SOLE 0 0 296309 ISHARES TRCORE S&P MCP ETF464287507222 842 SH SOLE 0 0 842 ISHARES TRISHARES BIOTECH464287556260 1608 SH SOLE 0 0 1608 ISHARES TRRUS 1000 ETF464287622811 5282 SH SOLE 0 0 5282 ISHARES TRMBS ETF464288588272 2518 SH SOLE 0 0 2518 ISHARES TRCORE 1 5 YR USD46432F859215 4219 SH SOLE 0 0 4219 ISHARES INCMSCI EMRG CHN46434G764840 13856 SH SOLE 0 0 13856 ISHARES TRCORE DIV GRWTH46434V621743 14796 SH SOLE 0 0 14796 ISHARES TRCORE INTL AGGR46435G672208 3773 SH SOLE 0 0 3773 ISHARES TRESG ADV TTL USD46436E619200 4039 SH SOLE 0 0 4039 JPMORGAN CHASE & COCOM46625H1001070 6534 SH SOLE 0 0 6534 JOHNSON & JOHNSONCOM478160104428 2652 SH SOLE 0 0 2652 JOINT CORPCOM47973J102245 2500 SH SOLE 0 0 2500 LATTICE STRATEGIES TRHARTFORD MLT ETF5184161022188 72699 SH SOLE 0 0 72699 LATTICE STRATEGIES TRHARTFRD EMRG ETF5184162011341 54818 SH SOLE 0 0 54818 LATTICE STRATEGIES TRHARTFORD US EQTY5184164091350 33900 SH SOLE 0 0 33900 LIBERTY ALL STAR EQUITY FDSH BEN INT530158104114 13266 SH SOLE 0 0 13266 MCDONALDS CORPCOM580135101529 2193 SH SOLE 0 0 2193 MICROSOFT CORPCOM5949181041287 4565 SH SOLE 0 0 4565 NUCOR CORPCOM670346105342 3468 SH SOLE 0 0 3468 PAYCHEX INCCOM704326107208 1851 SH SOLE 0 0 1851 PEPSICO INCCOM713448108744 4947 SH SOLE 0 0 4947 PFIZER INCCOM717081103263 6123 SH SOLE 0 0 6123 PROCTER AND GAMBLE COCOM742718109278 1986 SH SOLE 0 0 1986 SPDR S&P 500 ETF TRTR UNIT78462F1031326 3089 SH SOLE 0 0 3089 SPDR INDEX SHS FDSS&P INTL SMLCP78463X8711430 37246 SH SOLE 0 0 37246 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889426 11761 SH SOLE 0 0 11761 SPDR SER TRS&P DIVID ETF78464A763331 2813 SH SOLE 0 0 2813 SPDR SER TRMSCI USA STRTGIC78468R812481 4031 SH SOLE 0 0 4031 SCHWAB STRATEGIC TRUS LRG CAP ETF808524201300 2884 SH SOLE 0 0 2884 SCHWAB STRATEGIC TRUS SML CAP ETF808524607958 9567 SH SOLE 0 0 9567 SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247062258 74070 SH SOLE 0 0 74070 SCHWAB STRATEGIC TRSCHWB FDT INT SC8085247489527 246118 SH SOLE 0 0 246118 SCHWAB STRATEGIC TRSCHWB FDT INT LG808524755270 8217 SH SOLE 0 0 8217 SCHWAB STRATEGIC TRINTL EQTY ETF8085248051021 26386 SH SOLE 0 0 26386 SCHWAB STRATEGIC TRUS AGGREGATE B808524839646 11904 SH SOLE 0 0 11904 SCHWAB STRATEGIC TRSHT TM US TRES808524862921 17992 SH SOLE 0 0 17992 SCHWAB STRATEGIC TRUS TIPS ETF80852487011480 183441 SH SOLE 0 0 183441 SONOCO PRODS COCOM835495102432 7245 SH SOLE 0 0 7245 SOUTHERN COCOM842587107269 4348 SH SOLE 0 0 4348 TJX COS INC NEWCOM872540109212 3215 SH SOLE 0 0 3215 TRUIST FINL CORPCOM89832Q109428 7295 SH SOLE 0 0 7295 UNIFIED SER TRBALLAST SMLMD CP90470L550414 11568 SH SOLE 0 0 11568 UNITED PARCEL SERVICE INCCL B911312106212 1167 SH SOLE 0 0 1167 VANGUARD BD INDEX FDSLONG TERM BOND921937793949 9278 SH SOLE 0 0 9278 VANGUARD BD INDEX FDSINTERMED TERM921937819717 8016 SH SOLE 0 0 8016 VANGUARD BD INDEX FDSSHORT TRM BOND9219378271591 19419 SH SOLE 0 0 19419 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378352565 30013 SH SOLE 0 0 30013 VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF9219438586918 146217 SH SOLE 0 0 146217 VANGUARD WHITEHALL FDSHIGH DIV YLD921946406314 3037 SH SOLE 0 0 3037 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4072381 41793 SH SOLE 0 0 41793 VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718626 5332 SH SOLE 0 0 5332 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428589380 187561 SH SOLE 0 0 187561 VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C102211 3435 SH SOLE 0 0 3435 VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF92206C771941 17665 SH SOLE 0 0 17665 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8706080 64396 SH SOLE 0 0 64396 VANGUARD MUN BD FDSTAX EXEMPT BD922907746319 5830 SH SOLE 0 0 5830 VANGUARD INDEX FDSSM CP VAL ETF922908611374 2212 SH SOLE 0 0 2212 VANGUARD INDEX FDSLARGE CAP ETF92290863711587 57671 SH SOLE 0 0 57671 VANGUARD INDEX FDSGROWTH ETF9229087361742 6005 SH SOLE 0 0 6005 VANGUARD INDEX FDSVALUE ETF9229087441807 13348 SH SOLE 0 0 13348 VANGUARD INDEX FDSSMALL CP ETF9229087518100 37394 SH SOLE 0 0 37394 VERIZON COMMUNICATIONS INCCOM92343V104314 5817 SH SOLE 0 0 5817 WALMART INCCOM931142103535 3836 SH SOLE 0 0 3836 YUM BRANDS INCCOM988498101325 2656 SH SOLE 0 0 2656