RC

RESOURCE CONSULTING GROUP INC

13F
RESOURCE CONSULTING GROUP INC
Last update 2024-01-11 69 Stocks (19 new)
Value $584.00 Mil Turnover 5 %
Countries:
Top Holdings: DFUV(29.10%)DFAT(14.09%)DFIV(13.61%)QUAL(12.28%)DFAS(10.75%)
Portfolio Report
Summary Stock Picks Current Portfolio
RESOURCE CONSULTING GROUP INC Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUV 		Dimensional US Marketwide Value ETF
4,566,496
169964.970
-0.69%
29.100
-0.21%
1.840
+11.02%
+16.93%
11808.283
 
DFAT 		Dimensional U.S. Targeted Value ETF
1,572,359
82281.570
-0.79%
14.090
-0.11%
0.900
+14.17%
+13.30%
11361.502
 
DFIV 		Dimensional International Value ETF
2,314,169
79514.860
+2.26%
13.610
+0.30%
1.440
+1.57%
+5.18%
7779.993
 
QUAL 		iShares MSCI USA Quality Factor ETF
487,446
71722.790
+9.13%
12.280
+1.03%
0.220
+9.18%
+25.06%
51281.388
 
DFAS 		Dimensional U.S. Small Cap ETF
1,053,036
62782.010
-7.17%
10.750
-0.83%
1.080
+15.44%
+16.22%
9612.288
 
IGSB 		iShares 1-3 Year Credit Bond ETF
893,675
45823.180
+0.86%
7.850
+0.07%
0.190
-0.32%
+1.00%
20776.403
 
IRMD 		iRadimed Corp
103,000
4889.410
New Holding
0.840
+0.84%
0.820
+29.25%
+20.23%
721.753
Medical Devices & Instruments
BRK.A 		Berkshire Hathaway Inc
9
4883.630
+50.00%
0.840
+0.28%
0.000
+8.24%
+28.95%
1008055.087
Insurance
DFAR 		Dimensional US Real Estate ETF
192,643
4380.700
+29.57%
0.750
+0.17%
0.690
+3.44%
+8.44%
1191.828
 
AVGO 		Broadcom Inc
33,960
3790.790
+0.21%
0.650
0%
0.000
+18.98%
+59.60%
822348.333
Semiconductors

RESOURCE CONSULTING GROUP INC's Historical Top Holdings Breakdowns

RESOURCE CONSULTING GROUP INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QUAL 		iShares MSCI USA Quality Factor ETF2023-12-31Add
+1.03%
●
127.66 ($138.43) 147.99
$184.07
32.97%
Add 9.13%
487,446
40,769
IRMD 		iRadimed Corp2023-12-31New Buy
+0.84%
●
37.31 ($42.04) 47.47
$56.98
35.53%
New holding
103,000
103,000
DFAS 		Dimensional U.S. Small Cap ETF2023-12-31Reduce
-0.83%
●
48.83 ($53.59) 60.51
$69.37
29.45%
Reduce -7.17%
1,053,036
-81,321
TFC 		Truist Financial Corp2023-12-31New Buy
+0.41%
●
27.03 ($31.4) 37.64
$46.66
48.60%
New holding
64,077
64,077
DFIV 		Dimensional International Value ETF2023-12-31Add
+0.30%
●
30.86 ($32.63) 34.46
$36.17
10.85%
Add 2.26%
2,314,169
51,041
AMZN 		Amazon.com Inc2023-12-31Add
+0.29%
●
119.57 ($140.18) 154.07
$208.91
49.03%
Add 363.55%
14,305
11,219
BRK.A 		Berkshire Hathaway Inc2023-12-31Add
+0.28%
●
503375 ($533852) 555800
$700,700.00
31.25%
Add 50%
9
3
PEP 		PepsiCo Inc2023-12-31Sold Out
-0.26%
●
158.08 ($165.85) 172.01
$164.34
-0.91%
Sold Out
0
-7,808
DFUV 		Dimensional US Marketwide Value ETF2023-12-31Reduce
-0.21%
●
31.85 ($34.42) 37.39
$43.48
26.32%
Reduce -0.69%
4,566,496
-31,816
FDX 		FedEx Corp2023-12-31New Buy
+0.18%
●
227.93 ($254.05) 281.92
$287.27
13.08%
New holding
4,209
4,209

RESOURCE CONSULTING GROUP INC Total Holding History ($B)

To

RESOURCE CONSULTING GROUP INC's Asset Allocation

To

RESOURCE CONSULTING GROUP INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RESOURCE CONSULTING GROUP INC's Hypothetical Growth since 2023-12-31

RESOURCE CONSULTING GROUP INC's Yearly Returns

Year Portfolio % % Excess Gain %

RESOURCE CONSULTING GROUP INC's Holdings Heat Map

Size field:

RESOURCE CONSULTING GROUP INC's Holdings Bubble Chart

RESOURCE CONSULTING GROUP INC News

  • 1

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