0001754960-23-000052.txt : 20230131 0001754960-23-000052.hdr.sgml : 20230131 20230130180033 ACCESSION NUMBER: 0001754960-23-000052 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230130 EFFECTIVENESS DATE: 20230131 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: 23569429 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 X0202 13F-HR LIVE false false false 0001537147 XXXXXXXX 12-31-2022 12-31-2022 Resource Planning Group

10 GLENLAKE PARKWAY SOUTH TOWER, SUITE 150 ATLANTA GA 30328

13F HOLDINGS REPORT 028-18918 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 01-30-2023 0 64 124840648 false INFORMATION TABLE 2 InformationTableOutput.xml AMAZON COM INCCOM023135106265020 3155 SH SOLE 0 0 3155 AMERIS BANCORPCOM03076K1081056832 22419 SH SOLE 0 0 22419 APPLE INCCOM0378331001822308 14025 SH SOLE 0 0 14025 BANK AMERICA CORPCOM060505104214982 6491 SH SOLE 0 0 6491 BERKSHIRE HATHAWAY INC DELCL B NEW084670702562816 1822 SH SOLE 0 0 1822 COCA COLA COCOM1912161001351534 21247 SH SOLE 0 0 21247 COLUMBIA ETF TR IIEM CORE EX ETF19762B2021346912 52717 SH SOLE 0 0 52717 DIMENSIONAL ETF TRUSTINTL SMALL CAP E25434V7732003085 93123 SH SOLE 0 0 93123 EXXON MOBIL CORPCOM30231G102314096 2848 SH SOLE 0 0 2848 HOME DEPOT INCCOM437076102848408 2686 SH SOLE 0 0 2686 INVESCO QQQ TRUNIT SER 146090E103364711 1370 SH SOLE 0 0 1370 INVESCO EXCHANGE TRADED FD TFTSE RAFI 150046137V5971918610 12112 SH SOLE 0 0 12112 INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V6131147334 7641 SH SOLE 0 0 7641 ISHARES INCMSCI EMERG MRKT464286533204189 3849 SH SOLE 0 0 3849 ISHARES TRTIPS BD ETF464287176355691 3342 SH SOLE 0 0 3342 ISHARES TRCORE S&P500 ETF464287200512168 1333 SH SOLE 0 0 1333 ISHARES TRCORE US AGGBD ET46428722614487728 149619 SH SOLE 0 0 149619 ISHARES TRCORE S&P MCP ETF464287507203671 842 SH SOLE 0 0 842 ISHARES TRISHARES BIOTECH464287556212097 1615 SH SOLE 0 0 1615 ISHARES TRRUS 1000 ETF464287622577035 4669 SH SOLE 0 0 4669 ISHARES TRCORE LT USDB ETF464289479271931 5340 SH SOLE 0 0 5340 ISHARES TR0-5 YR TIPS ETF46429B7473243173 33449 SH SOLE 0 0 33449 ISHARES INCMSCI EMRG CHN46434G7646374273 134280 SH SOLE 0 0 134280 ISHARES TRCORE INTL AGGR46435G672573501 12061 SH SOLE 0 0 12061 JPMORGAN CHASE & COCOM46625H100409429 3053 SH SOLE 0 0 3053 JOHNSON & JOHNSONCOM478160104387777 2195 SH SOLE 0 0 2195 LATTICE STRATEGIES TRHARTFORD MLT ETF5184161023846525 155164 SH SOLE 0 0 155164 LATTICE STRATEGIES TRHARTFRD EMRG ETF5184162011141786 58606 SH SOLE 0 0 58606 LATTICE STRATEGIES TRHARTFORD US EQTY518416409884485 22663 SH SOLE 0 0 22663 MICROSOFT CORPCOM594918104472789 1971 SH SOLE 0 0 1971 NUCOR CORPCOM670346105370386 2810 SH SOLE 0 0 2810 PACER FDS TRUS CASH COWS 10069374H881524347 11337 SH SOLE 0 0 11337 PEPSICO INCCOM713448108425816 2357 SH SOLE 0 0 2357 PFIZER INCCOM717081103301989 5894 SH SOLE 0 0 5894 SPDR S&P 500 ETF TRTR UNIT78462F103895652 2342 SH SOLE 0 0 2342 SPDR INDEX SHS FDSS&P INTL SMLCP78463X871907921 30957 SH SOLE 0 0 30957 SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889273000 9195 SH SOLE 0 0 9195 SPDR SER TRMSCI USA STRTGIC78468R8124083232 37016 SH SOLE 0 0 37016 SCHWAB STRATEGIC TRUS LRG CAP ETF808524201216760 4801 SH SOLE 0 0 4801 SCHWAB STRATEGIC TRUS SML CAP ETF808524607929583 22947 SH SOLE 0 0 22947 SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247061154863 48790 SH SOLE 0 0 48790 SCHWAB STRATEGIC TRSCHWB FDT INT SC8085247486304968 201694 SH SOLE 0 0 201694 SCHWAB STRATEGIC TRINTL EQTY ETF808524805776422 24105 SH SOLE 0 0 24105 SCHWAB STRATEGIC TRUS AGGREGATE B808524839834012 18270 SH SOLE 0 0 18270 SCHWAB STRATEGIC TRSHT TM US TRES8085248625258208 109001 SH SOLE 0 0 109001 SCHWAB STRATEGIC TRUS TIPS ETF8085248708421019 162599 SH SOLE 0 0 162599 SONOCO PRODS COCOM835495102439844 7245 SH SOLE 0 0 7245 SOUTHERN COCOM842587107227533 3186 SH SOLE 0 0 3186 UNIFIED SER TRBALLAST SMLMD CP90470L5501754625 55249 SH SOLE 0 0 55249 UNITED PARCEL SERVICE INCCL B911312106224400 1291 SH SOLE 0 0 1291 VANGUARD BD INDEX FDSLONG TERM BOND921937793312841 4319 SH SOLE 0 0 4319 VANGUARD BD INDEX FDSINTERMED TERM921937819713718 9603 SH SOLE 0 0 9603 VANGUARD BD INDEX FDSSHORT TRM BOND9219378279292378 123438 SH SOLE 0 0 123438 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835286642 3990 SH SOLE 0 0 3990 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438586635926 167319 SH SOLE 0 0 167319 VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4071000815 21101 SH SOLE 0 0 21101 VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718417511 4713 SH SOLE 0 0 4713 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428584989241 127995 SH SOLE 0 0 127995 VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF92206C771846397 18594 SH SOLE 0 0 18594 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870596620 7697 SH SOLE 0 0 7697 VANGUARD INDEX FDSLARGE CAP ETF9229086378997051 51648 SH SOLE 0 0 51648 VANGUARD INDEX FDSGROWTH ETF922908736843505 3958 SH SOLE 0 0 3958 VANGUARD INDEX FDSVALUE ETF9229087441706214 12155 SH SOLE 0 0 12155 VANGUARD INDEX FDSSMALL CP ETF9229087516502313 35779 SH SOLE 0 0 35779