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Size ($ in 1000's)
At 12/31/2023: $584,097
At 09/30/2023: $515,277
Resource Consulting Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Resource Consulting Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Resource Consulting Group Inc. top holdings by largest position size, as per the latest 13f filing made by Resource Consulting Group Inc..
In the Resource Consulting Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Resource Consulting Group Inc. in that top holding, then the share count change between reporting periods, and finally the Resource Consulting Group Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFUV) |
4,566,496 |
-31,816 |
$169,965 | | DFUV | 4,566,496 | -31,816 | $169,965 | | DIMENSIONAL ETF TRUST (DFAT) |
1,572,359 |
-12,486 |
$82,282 | | DFAT | 1,572,359 | -12,486 | $82,282 | | DIMENSIONAL ETF TRUST (DFIV) |
2,314,169 |
+51,041 |
$79,515 | | DFIV | 2,314,169 | +51,041 | $79,515 | | ISHARES TR (QUAL) |
487,446 |
+40,769 |
$71,723 | | QUAL | 487,446 | +40,769 | $71,723 | | DIMENSIONAL ETF TRUST (DFAS) |
1,053,036 |
-81,321 |
$62,782 | | DFAS | 1,053,036 | -81,321 | $62,782 | | ISHARES TR (IGSB) |
893,675 |
+7,640 |
$45,823 | | IGSB | 893,675 | +7,640 | $45,823 |  BERKSHIRE HATHAWAY INC DEL |
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$5,699 | | BRK.A | 9 | +3 | $4,884 | | BRK.B | 2,286 | +250 | $815 | | IRADIMED CORP |
103,000 |
+103,000 |
$4,889 | | IRMD | 103,000 | +103,000 | $4,889 | | DIMENSIONAL ETF TRUST (DFAR) |
192,643 |
+43,968 |
$4,381 | | DFAR | 192,643 | +43,968 | $4,381 | | BROADCOM INC |
3,396 |
+7 |
$3,791 | | AVGO | 3,396 | +7 | $3,791 | | MICROSOFT CORP |
9,667 |
-1,661 |
$3,635 | | MSFT | 9,667 | -1,661 | $3,635 | | BLACKSTONE INC |
22,273 |
+445 |
$2,916 | | BX | 22,273 | +445 | $2,916 | | EATON CORP PLC |
12,041 |
+141 |
$2,900 | | ETN | 12,041 | +141 | $2,900 | | APPLE INC |
14,248 |
+2,305 |
$2,743 | | AAPL | 14,248 | +2,305 | $2,743 | | TRUIST FINL CORP |
64,077 |
+64,077 |
$2,366 | | TFC | 64,077 | +64,077 | $2,366 | | AMAZON COM INC |
14,305 |
+11,219 |
$2,174 | | AMZN | 14,305 | +11,219 | $2,174 | | APOLLO GLOBAL MGMT INC |
23,166 |
UNCH |
$2,159 | | APO | 23,166 | UNCH | $2,159 | | WILLIAMS COS INC |
56,901 |
UNCH |
$1,982 | | WMB | 56,901 | UNCH | $1,982 | | ONEOK INC NEW |
23,552 |
UNCH |
$1,654 | | OKE | 23,552 | UNCH | $1,654 | | DIMENSIONAL ETF TRUST (DFUS) |
29,292 |
UNCH |
$1,518 | | DFUS | 29,292 | UNCH | $1,518 | | ARES MANAGEMENT CORPORATION |
12,650 |
UNCH |
$1,504 | | ARES | 12,650 | UNCH | $1,504 | | LOCKHEED MARTIN CORP |
3,231 |
+75 |
$1,464 | | LMT | 3,231 | +75 | $1,464 | | NUCOR CORP |
8,000 |
UNCH |
$1,392 | | NUE | 8,000 | UNCH | $1,392 | | VANGUARD SCOTTSDALE FDS (VONE) |
6,404 |
UNCH |
$1,389 | | VONE | 6,404 | UNCH | $1,389 | | MERCK & CO INC |
12,438 |
+54 |
$1,356 | | MRK | 12,438 | +54 | $1,356 | | VANGUARD INDEX FDS (VV) |
6,120 |
UNCH |
$1,335 | | VV | 6,120 | UNCH | $1,335 | | ABBVIE INC |
8,339 |
UNCH |
$1,292 | | ABBV | 8,339 | UNCH | $1,292 | | ALPHABET INC |
8,522 |
+2,582 |
$1,190 | | GOOGL | 8,522 | +2,582 | $1,190 | | SPDR S&P 500 ETF TR (SPY) |
2,398 |
UNCH |
$1,140 | | SPY | 2,398 | UNCH | $1,140 | | CME GROUP INC |
5,234 |
+49 |
$1,102 | | CME | 5,234 | +49 | $1,102 | | FEDEX CORP |
4,209 |
+4,209 |
$1,065 | | FDX | 4,209 | +4,209 | $1,065 | | PROCTER AND GAMBLE CO |
6,645 |
-192 |
$974 | | PG | 6,645 | -192 | $974 | | VANGUARD INDEX FDS (VTI) |
3,729 |
-1,490 |
$885 | | VTI | 3,729 | -1,490 | $885 | | TEXAS INSTRS INC |
5,174 |
UNCH |
$882 | | TXN | 5,174 | UNCH | $882 | | DISNEY WALT CO |
9,734 |
+2,783 |
$879 | | DIS | 9,734 | +2,783 | $879 | | STARWOOD PPTY TR INC |
29,900 |
UNCH |
$628 | | STWD | 29,900 | UNCH | $628 | | WELLS FARGO CO NEW |
11,896 |
+11,896 |
$586 | | WFC | 11,896 | +11,896 | $586 | | SIMON PPTY GROUP INC NEW |
4,078 |
UNCH |
$582 | | SPG | 4,078 | UNCH | $582 | | DIMENSIONAL ETF TRUST (DFAC) |
18,181 |
-463 |
$531 | | DFAC | 18,181 | -463 | $531 | | EXXON MOBIL CORP |
4,547 |
-54 |
$455 | | XOM | 4,547 | -54 | $455 | | OLD REP INTL CORP |
15,003 |
+15,003 |
$441 | | ORI | 15,003 | +15,003 | $441 | | ASTRAZENECA PLC |
6,350 |
+6,350 |
$428 | | AZN | 6,350 | +6,350 | $428 | | ISHARES TR (IWF) |
1,317 |
-202 |
$399 | | IWF | 1,317 | -202 | $399 | | ISHARES TR (USMV) |
5,000 |
UNCH |
$390 | | USMV | 5,000 | UNCH | $390 | | JOHNSON & JOHNSON |
2,412 |
-13 |
$378 | | JNJ | 2,412 | -13 | $378 | | CATERPILLAR INC |
1,223 |
UNCH |
$362 | | CAT | 1,223 | UNCH | $362 | | HOME DEPOT INC |
1,044 |
+143 |
$362 | | HD | 1,044 | +143 | $362 | | ISHARES TR (IJJ) |
3,174 |
UNCH |
$362 | | IJJ | 3,174 | UNCH | $362 | | NVIDIA CORPORATION |
718 |
+718 |
$356 | | NVDA | 718 | +718 | $356 | | VISA INC |
1,287 |
+1,287 |
$335 | | V | 1,287 | +1,287 | $335 |
See Full List: All Stocks Held By Resource Consulting Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Resource Consulting Group Inc.
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