0001085146-22-001434.txt : 20220419 0001085146-22-001434.hdr.sgml : 20220419 20220418194929 ACCESSION NUMBER: 0001085146-22-001434 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220419 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220419 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: 22833155 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 03-31-2022 03-31-2022 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 04-14-2022 0 81 288614 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 205 1374 SH SOLE 1374 0 0 ABBOTT LABS COM 002824100 437 3694 SH SOLE 3694 0 0 ABBVIE INC COM 00287Y109 951 5865 SH SOLE 5865 0 0 ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 971 150775 SH SOLE 150775 0 0 AFLAC INC COM 001055102 650 10098 SH SOLE 10098 0 0 ALPHABET INC CAP STK CL A 02079K305 823 296 SH SOLE 296 0 0 ALPHABET INC CAP STK CL C 02079K107 271 97 SH SOLE 97 0 0 AMAZON COM INC COM 023135106 414 127 SH SOLE 127 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 470 7489 SH SOLE 7489 0 0 ANALOG DEVICES INC COM 032654105 603 3649 SH SOLE 3649 0 0 APPLE INC COM 037833100 2534 14513 SH SOLE 14513 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 614 2700 SH SOLE 2700 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 3174 6 SH SOLE 6 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 753 2133 SH SOLE 2133 0 0 BLACKROCK INC COM 09247X101 256 335 SH SOLE 335 0 0 BLACKSTONE INC COM 09260D107 1335 10514 SH SOLE 10514 0 0 BROADCOM INC COM 11135F101 1380 2192 SH SOLE 2192 0 0 CATERPILLAR INC COM 149123101 273 1223 SH SOLE 1223 0 0 CHEESECAKE FACTORY INC COM 163072101 434 10900 SH SOLE 10900 0 0 CITIGROUP INC COM NEW 172967424 221 4140 SH SOLE 4140 0 0 COCA COLA CO COM 191216100 279 4504 SH SOLE 4504 0 0 CONOCOPHILLIPS COM 20825C104 743 7433 SH SOLE 7433 0 0 CVS HEALTH CORP COM 126650100 332 3276 SH SOLE 3276 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 1125 22918 SH SOLE 22918 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 233 5893 SH SOLE 5893 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 74531 2226144 SH SOLE 2226144 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 490 17774 SH SOLE 17774 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1436 29292 SH SOLE 29292 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 77830 1388339 SH SOLE 1388339 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 73069 1568675 SH SOLE 1568675 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 304 12183 SH SOLE 12183 0 0 DISNEY WALT CO COM 254687106 737 5371 SH SOLE 5371 0 0 EXXON MOBIL CORP COM 30231G102 493 5965 SH SOLE 5965 0 0 FIFTH THIRD BANCORP COM 316773100 909 21111 SH SOLE 21111 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 761 2305 SH SOLE 2305 0 0 HOME DEPOT INC COM 437076102 291 971 SH SOLE 971 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 206 1588 SH SOLE 1588 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 308 850 SH SOLE 850 0 0 IRADIMED CORP COM 46266A109 5740 128000 SH SOLE 128000 0 0 ISHARES TR CORE S&P SCP ETF 464287804 275 2549 SH SOLE 2549 0 0 ISHARES TR CORE S&P500 ETF 464287200 253 557 SH SOLE 557 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 388 5000 SH SOLE 5000 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 525 1891 SH SOLE 1891 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 479 2885 SH SOLE 2885 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1923 25182 SH SOLE 25182 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1410 9055 SH SOLE 9055 0 0 ISHARES TR S&P MC 400GR ETF 464287606 746 9656 SH SOLE 9656 0 0 ISHARES TR S&P MC 400VL ETF 464287705 854 7786 SH SOLE 7786 0 0 ISHARES TR S&P SML 600 GWT 464287887 311 2486 SH SOLE 2486 0 0 ISHARES TR SP SMCP600VL ETF 464287879 309 3016 SH SOLE 3016 0 0 JOHNSON & JOHNSON COM 478160104 978 5516 SH SOLE 5516 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 952 9257 SH SOLE 9257 0 0 MARATHON OIL CORP COM 565849106 1149 45744 SH SOLE 45744 0 0 MARRIOTT INTL INC NEW CL A 571903202 380 2165 SH SOLE 2165 0 0 META PLATFORMS INC CL A 30303M102 720 3240 SH SOLE 3240 0 0 MICROSOFT CORP COM 594918104 897 2909 SH SOLE 2909 0 0 MONDELEZ INTL INC CL A 609207105 213 3400 SH SOLE 3400 0 0 MORGAN STANLEY COM NEW 617446448 643 7356 SH SOLE 7356 0 0 NUCOR CORP COM 670346105 1189 8000 SH SOLE 8000 0 0 NVIDIA CORPORATION COM 67066G104 1982 7264 SH SOLE 7264 0 0 PEPSICO INC COM 713448108 278 1661 SH SOLE 1661 0 0 PNC FINL SVCS GROUP INC COM 693475105 492 2670 SH SOLE 2670 0 0 PRIMO WATER CORPORATION COM 74167P108 751 52678 SH SOLE 52678 0 0 PROCTER AND GAMBLE CO COM 742718109 1045 6837 SH SOLE 6837 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1113 2465 SH SOLE 2465 0 0 STARBUCKS CORP COM 855244109 349 3837 SH SOLE 3837 0 0 SYSCO CORP COM 871829107 242 2959 SH SOLE 2959 0 0 TESLA INC COM 88160R101 516 479 SH SOLE 479 0 0 TRUIST FINL CORP COM 89832Q109 685 12089 SH SOLE 12089 0 0 US BANCORP DEL COM NEW 902973304 267 5025 SH SOLE 5025 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1276 6120 SH SOLE 6120 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 298 1251 SH SOLE 1251 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 338 1590 SH SOLE 1590 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1614 7091 SH SOLE 7091 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1453 31499 SH SOLE 31499 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1117 17929 SH SOLE 17929 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 681 9192 SH SOLE 9192 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1327 6404 SH SOLE 6404 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 203 1252 SH SOLE 1252 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 456 9499 SH SOLE 9499 0 0 VISA INC COM CL A 92826C839 951 4289 SH SOLE 4289 0 0