Resource Consulting Group Inc Top Holdings and 13F Report (2024) → They say it’s ‘unstoppable’ – How I made 43,509% (From Investing Daily) (Ad) About Resource Consulting Group IncInvestment ActivityResource Consulting Group Inc has $584.10 million in total holdings as of December 31, 2023.Resource Consulting Group Inc owns shares of 69 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 4.63% of the portfolio was purchased this quarter.About 1.61% of the portfolio was sold this quarter.This quarter, Resource Consulting Group Inc has purchased 52 new stocks and bought additional shares in 17 stocks.Resource Consulting Group Inc sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional US Marketwide Value ETF $169,964,972Dimensional U.S. Targeted Value ETF $82,281,570Dimensional International Value ETF $79,514,860iShares MSCI USA Quality Factor ETF $71,722,789Dimensional U.S. Small Cap ETF $62,782,008 Largest New Holdings this Quarter Iradimed $4,889,410 HoldingTruist Financial $2,365,723 HoldingFedEx $1,064,636 HoldingWells Fargo & Company $585,521 HoldingOld Republic International $441,074 Holding Largest Purchases this Quarter iShares MSCI USA Quality Factor ETF 40,769 shares (about $6.00M)Iradimed 103,000 shares (about $4.89M)Truist Financial 64,077 shares (about $2.37M)Dimensional International Value ETF 51,041 shares (about $1.75M)Amazon.com 11,219 shares (about $1.70M) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 81,321 shares (about $4.85M)Dimensional US Marketwide Value ETF 31,816 shares (about $1.18M)Dimensional U.S. Targeted Value ETF 12,486 shares (about $653.39K)Microsoft 1,661 shares (about $624.60K)Vanguard Total Stock Market ETF 1,490 shares (about $353.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofResource Consulting Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUVDimensional US Marketwide Value ETF$169,964,972$1,184,191 ▼-0.7%4,566,49629.1%ETFDFATDimensional U.S. Targeted Value ETF$82,281,570$653,393 ▼-0.8%1,572,35914.1%ETFDFIVDimensional International Value ETF$79,514,860$1,753,769 ▲2.3%2,314,16913.6%ETFQUALiShares MSCI USA Quality Factor ETF$71,722,789$5,998,749 ▲9.1%487,44612.3%ETFDFASDimensional U.S. Small Cap ETF$62,782,008$4,848,358 ▼-7.2%1,053,03610.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$45,823,183$391,741 ▲0.9%893,6757.8%ManufacturingIRMDIradimed$4,889,410$4,889,410 ▲New Holding103,0000.8%MedicalBRK.ABerkshire Hathaway$4,883,625$1,627,875 ▲50.0%90.8%FinanceDFARDimensional US Real Estate ETF$4,380,702$999,832 ▲29.6%192,6430.7%ETFAVGOBroadcom$3,790,785$7,814 ▲0.2%3,3960.6%Computer and TechnologyMSFTMicrosoft$3,635,179$624,602 ▼-14.7%9,6670.6%Computer and TechnologyBXBlackstone$2,915,984$58,259 ▲2.0%22,2730.5%FinanceETNEaton$2,899,714$33,956 ▲1.2%12,0410.5%Industrial ProductsAAPLApple$2,743,219$443,790 ▲19.3%14,2480.5%Computer and TechnologyTFCTruist Financial$2,365,723$2,365,723 ▲New Holding64,0770.4%FinanceAMZNAmazon.com$2,173,502$1,704,615 ▲363.5%14,3050.4%Retail/WholesaleAPOApollo Global Management$2,158,8400.0%23,1660.4%FinanceWMBWilliams Companies$1,981,8620.0%56,9010.3%Oils/EnergyOKEONEOK$1,653,8210.0%23,5520.3%Oils/EnergyDFUSDimensional U.S. Equity ETF$1,518,2040.0%29,2920.3%ETFARESAres Management$1,504,3380.0%12,6500.3%FinanceLMTLockheed Martin$1,464,418$33,993 ▲2.4%3,2310.3%AerospaceNUENucor$1,392,3200.0%8,0000.2%Basic MaterialsVONEVanguard Russell 1000$1,389,2840.0%6,4040.2%ETFMRKMerck & Co., Inc.$1,355,991$5,887 ▲0.4%12,4380.2%MedicalVVVanguard Large-Cap ETF$1,335,0780.0%6,1200.2%ETFABBVAbbVie$1,292,2950.0%8,3390.2%MedicalGOOGLAlphabet$1,190,438$360,680 ▲43.5%8,5220.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,139,7930.0%2,3980.2%FinanceCMECME Group$1,102,280$10,319 ▲0.9%5,2340.2%FinanceFDXFedEx$1,064,636$1,064,636 ▲New Holding4,2090.2%TransportationPGProcter & Gamble$973,791$28,137 ▼-2.8%6,6450.2%Consumer StaplesVTIVanguard Total Stock Market ETF$884,593$353,458 ▼-28.5%3,7290.2%ETFTXNTexas Instruments$881,9600.0%5,1740.2%Computer and TechnologyDISWalt Disney$878,883$251,277 ▲40.0%9,7340.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$815,325$89,165 ▲12.3%2,2860.1%FinanceSTWDStarwood Property Trust$628,4980.0%29,9000.1%FinanceWFCWells Fargo & Company$585,521$585,521 ▲New Holding11,8960.1%FinanceSPGSimon Property Group$581,6860.0%4,0780.1%FinanceDFACDimensional U.S. Core Equity 2 ETF$531,431$13,533 ▼-2.5%18,1810.1%ETFXOMExxon Mobil$454,609$5,399 ▼-1.2%4,5470.1%Oils/EnergyORIOld Republic International$441,074$441,074 ▲New Holding15,0030.1%FinanceAZNAstraZeneca$427,673$427,673 ▲New Holding6,3500.1%MedicalIWFiShares Russell 1000 Growth ETF$399,275$61,240 ▼-13.3%1,3170.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$390,1500.0%5,0000.1%ETFJNJJohnson & Johnson$378,057$2,038 ▼-0.5%2,4120.1%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$361,9630.0%3,1740.1%ETFHDHome Depot$361,878$49,568 ▲15.9%1,0440.1%Retail/WholesaleCATCaterpillar$361,6040.0%1,2230.1%Industrial ProductsNVDANVIDIA$355,568$355,568 ▲New Holding7180.1%Computer and TechnologyVVisa$335,038$335,038 ▲New Holding1,2870.1%Business ServicesAHCOAdaptHealth$327,627$327,627 ▲New Holding44,9420.1%MedicalVBVanguard Small-Cap ETF$325,3280.0%1,5250.1%ETFPRMWPrimo Water$319,617$235,156 ▼-42.4%21,2370.1%UtilitiesDFAEDimensional Emerging Core Equity Market ETF$317,167$317,167 ▲New Holding13,1550.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$316,3120.0%12,9530.1%ETFIBMInternational Business Machines$308,068$308,068 ▲New Holding1,8840.1%Computer and TechnologyABTAbbott Laboratories$283,320$5,173 ▼-1.8%2,5740.0%MedicalGOOGAlphabet$273,4040.0%1,9400.0%Computer and TechnologySERASera Prognostics$264,519$264,519 ▲New Holding44,2340.0%MedicalCVXChevron$257,199$257,199 ▲New Holding1,7240.0%Oils/EnergyVOVanguard Mid-Cap ETF$255,9040.0%1,1000.0%ETFQQQInvesco QQQ$244,074$61,428 ▼-20.1%5960.0%FinanceADBEAdobe$218,356$218,356 ▲New Holding3660.0%Computer and TechnologyKOCoca-Cola$214,152$214,152 ▲New Holding3,6340.0%Consumer StaplesINTUIntuit$212,510$212,510 ▲New Holding3400.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$211,637$211,637 ▲New Holding1,2420.0%ETFUPSUnited Parcel Service$205,185$205,185 ▲New Holding1,3050.0%TransportationVOOVanguard S&P 500 ETF$202,436$202,436 ▲New Holding4630.0%ETFPEPPepsiCo$0$1,322,988 ▼-100.0%00.0%Consumer StaplesSEELSeelos Therapeutics$0$6,982 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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