Filling information for RESOURCE CONSULTING GROUP INC as Treemap, investor disclosed 68 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 303307 | 1525 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 76245325 | 1391338 | |
| 12572Q105 | 12572Q105 | CME GROUP INC | COM | 960729 | 5185 | |
| 969457100 | 969457100 | WILLIAMS COS INC | COM | 1856680 | 56901 | |
| 74167P108 | 74167P108 | PRIMO WATER CORPORATION | COM | 462249 | 36862 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1522214 | 11677 | |
| 25434V823 | 25434V823 | DIMENSIONAL ETF TRUST | US REAL ESTATE E | 2985190 | 138717 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 413045 | 1501 | |
| 03769M106 | 03769M106 | APOLLO GLOBAL MGMT INC | COM | 1779380 | 23166 | |
| 828806109 | 828806109 | SIMON PPTY GROUP INC NEW | COM | 470927 | 4078 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 1501949 | 8109 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1428990 | 12384 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 507721 | 11896 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 234682 | 1940 | |
| 25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 299557 | 12851 | |
| 46266A109 | 46266A109 | IRADIMED CORP | COM | 6110720 | 128000 | |
| 046353108 | 046353108 | ASTRAZENECA PLC | SPONSORED ADR | 454470 | 6350 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 2393090 | 11900 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 1487488 | 3231 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1094015 | 2468 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 73507773 | 1584561 | |
| 25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 157795887 | 4573794 | |
| 084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 4660290 | 9 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 4220993 | 12395 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 821424 | 3729 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 218839 | 3634 | |
| 92206C730 | 92206C730 | VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 1290790 | 6404 | |
| 670346105 | 670346105 | NUCOR CORP | COM | 1311840 | 8000 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 264989 | 1684 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 305910 | 2806 | |
| 46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 376853 | 5070 | |
| 85571B105 | 85571B105 | STARWOOD PPTY TR INC | COM | 580060 | 29900 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 251008 | 1876 | |
| 037833100 | 037833100 | APPLE INC | COM | 2896411 | 14932 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 2070082 | 22266 | |
| 680223104 | 680223104 | OLD REP INTL CORP | COM | 371147 | 14746 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 746928 | 6240 | |
| 00653Q102 | 00653Q102 | ADAPTHEALTH CORP | COMMON STOCK | 1320968 | 108543 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 2939720 | 3389 | |
| 89832Q109 | 89832Q109 | TRUIST FINL CORP | COM | 1944737 | 64077 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 311022 | 1001 | |
| 464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 42406995 | 845266 | |
| 922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 1240646 | 6120 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 1175789 | 8727 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 242176 | 1100 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 237167 | 2380 | |
| 22822V101 | 22822V101 | CROWN CASTLE INC | COM | 868451 | 7622 | |
| 682680103 | 682680103 | ONEOK INC NEW | COM | 1453629 | 23552 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 275587 | 746 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 201738 | 1242 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 779526 | 2286 | |
| 29076N206 | 29076N206 | EMAGIN CORP | COM NEW | 70403 | 35557 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 506185 | 18644 | |
| 03990B101 | 03990B101 | ARES MANAGEMENT CORPORATION | CL A COM STK | 1218828 | 12650 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 233921 | 1305 | |
| 39304D102 | 39304D102 | GREEN DOT CORP | CL A | 409394 | 21846 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 1410703 | 29292 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 484146 | 2925 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 858159 | 9612 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 300919 | 1223 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1037480 | 6837 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 10787577 | 79985 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 76034009 | 2314582 | |
| 81749D107 | 81749D107 | SERA PROGNOSTICS INC | CLASS A COM | 153989 | 46734 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 931423 | 5174 | |
| 464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 340031 | 3174 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 508794 | 4744 | |
| 31428X106 | 31428X106 | FEDEX CORP | COM | 1003883 | 4050 |