Ticker | $ Bought |
---|---|
ishares tr | 2,546,480 |
dimensional etf trust | 2,545,290 |
ishares tr | 2,527,700 |
dimensional etf trust | 2,520,460 |
dimensional etf trust | 2,259,790 |
dimensional etf trust | 1,127,500 |
ishares tr | 1,113,740 |
dimensional etf trust | 1,106,530 |
Ticker | % Inc. |
---|---|
dimensional etf trust | 1,639 |
vanguard index fds | 711 |
vanguard charlotte fds | 186 |
vanguard bd index fds | 49.84 |
ishares tr | 42.29 |
vanguard tax-managed fds | 20.67 |
pepsico inc | 3.97 |
apple inc | 1.75 |
Ticker | % Reduced |
---|---|
schwab strategic tr | -32.82 |
ishares tr | -31.39 |
spdr index shs fds | -30.81 |
schwab strategic tr | -30.07 |
unified ser tr | -27.91 |
spdr ser tr | -26.68 |
vanguard index fds | -25.36 |
vanguard index fds | -25.11 |
Ticker | $ Sold |
---|---|
vanguard scottsdale fds | -255,799 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AGG | ishares tr | 11.99 | 190,298 | 18,866,900 | added | 42.29 | ||
Historical Trend of ISHARES TR Position Held By Resource Planning GroupWhat % of Portfolio is AGG?:Number of AGG shares held:Change in No. of Shares Held: | ||||||||
BIV | vanguard bd index fds | 10.18 | 207,901 | 16,012,500 | added | 49.84 | ||
VOO | vanguard index fds | 5.05 | 36,436 | 7,948,410 | reduced | -24.12 | ||
VEA | vanguard tax-managed fds | 4.95 | 171,732 | 7,784,900 | added | 20.67 | ||
VOO | vanguard index fds | 4.68 | 34,874 | 7,364,580 | reduced | -0.45 | ||
VOO | vanguard index fds | 4.01 | 14,442 | 6,308,270 | added | 711 | ||
EMGF | ishares inc | 3.65 | 103,585 | 5,739,640 | reduced | -18.6 | ||
BNDX | vanguard charlotte fds | 3.46 | 110,269 | 5,443,420 | added | 186 | ||
DFAC | dimensional etf trust | 3.32 | 178,933 | 5,230,210 | added | 1,639 | ||
BIL | spdr ser tr | 3.04 | 36,258 | 4,790,420 | reduced | -26.68 | ||
FNDA | schwab strategic tr | 2.85 | 85,997 | 4,489,060 | reduced | -32.82 | ||
VEU | vanguard intl equity index f | 2.80 | 107,182 | 4,405,180 | reduced | -7.05 | ||
FNDA | schwab strategic tr | 2.79 | 125,997 | 4,392,250 | reduced | -30.07 | ||
FNDA | schwab strategic tr | 2.52 | 81,727 | 3,959,670 | reduced | -19.69 | ||
AMPS | ishares tr | 2.24 | 35,695 | 3,519,140 | reduced | -10.9 | ||
HLGE | lattice strategies tr | 2.22 | 127,477 | 3,495,420 | reduced | -17.59 | ||
IBCE | ishares tr | 1.62 | 16,231 | 2,546,480 | new | |||
DFAC | dimensional etf trust | 1.62 | 68,385 | 2,545,290 | new | |||
AMPS | ishares tr | 1.61 | 32,394 | 2,527,700 | new | |||
DFAC | dimensional etf trust | 1.60 | 88,097 | 2,520,460 | new | |||