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:
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
169,965.0
-0.69%
29.100
-0.21%
1.840
+4.48%
+5.51%
11,713.5
 
DFAT
Dimensional U.S. Targeted Value ETF
1,572,359
82,281.6
-0.79%
14.090
-0.11%
0.900
+7.44%
+0.02%
10,927.3
 
DFIV
Dimensional International Value ETF
2,314,169
79,514.9
+2.26%
13.610
+0.30%
1.440
+10.79%
+23.44%
12,130.6
 
QUAL
iShares MSCI USA Quality Factor ETF
487,446
71,722.8
+9.13%
12.280
+1.03%
0.220
+7.32%
+3.46%
53,139.7
 
DFAS
Dimensional U.S. Small Cap ETF
1,053,036
62,782.0
-7.17%
10.750
-0.83%
1.080
+8.09%
-0.10%
10,370.5
 
IGSB
iShares 1-3 Year Credit Bond ETF
893,675
45,823.2
+0.86%
7.850
+0.07%
0.190
+1.30%
+3.44%
21,521.8
 
IRMD
iRadimed Corp
103,000
4,889.4
New Holding
0.840
+0.84%
0.820
+13.56%
+10.70%
769.4
Medical Devices & Instruments
BRK.A
Berkshire Hathaway Inc
9
4,883.6
+50.00%
0.840
+0.28%
0.000
-8.39%
+7.67%
1,054,302.9
Insurance
DFAR
Dimensional US Real Estate ETF
192,643
4,380.7
+29.57%
0.750
+0.17%
0.690
-0.21%
+2.05%
1,349.3
 
AVGO
Broadcom Inc
33,960
3,790.8
+0.21%
0.650
0%
0.000
+57.47%
+14.81%
1,245,196.9
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 ETF
2023-12-31
Add
Add
+1.03%
127.66 ($138.43) 147.99
$183.43
32.51%
Add 9.13%
487,446
40,769
IRMD
iRadimed Corp
2023-12-31
New Buy
New Buy
+0.84%
37.31 ($42.04) 47.47
$60.51
43.93%
New holding
103,000
103,000
DFAS
Dimensional U.S. Small Cap ETF
2023-12-31
Reduce
Reduce
-0.83%
48.83 ($53.59) 60.51
$64.70
20.73%
Reduce -7.17%
1,053,036
-81,321
TFC
Truist Financial Corp
2023-12-31
New Buy
New Buy
+0.41%
27.03 ($31.4) 37.64
$44.20
40.76%
New holding
64,077
64,077
DFIV
Dimensional International Value ETF
2023-12-31
Add
Add
+0.30%
30.86 ($32.63) 34.46
$42.88
31.41%
Add 2.26%
2,314,169
51,041
AMZN
Amazon.com Inc
2023-12-31
Add
Add
+0.29%
119.57 ($140.18) 154.07
$220.46
57.27%
Add 363.55%
14,305
11,219
BRK.A
Berkshire Hathaway Inc
2023-12-31
Add
Add
+0.28%
503375 ($533852) 555800
$733,150.00
37.33%
Add 50%
9
3
PEP
PepsiCo Inc
2023-12-31
Sold Out
Sold Out
-0.26%
158.08 ($165.85) 172.01
$135.26
-18.44%
Sold Out
0
-7,808
DFUV
Dimensional US Marketwide Value ETF
2023-12-31
Reduce
Reduce
-0.21%
31.85 ($34.42) 37.39
$42.80
24.35%
Reduce -0.69%
4,566,496
-31,816
FDX
FedEx Corp
2023-12-31
New Buy
New Buy
+0.18%
227.93 ($254.05) 281.92
$234.33
-7.76%
New holding
4,209
4,209

RESOURCE CONSULTING GROUP INC Total Holding History ($B)

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RESOURCE CONSULTING GROUP INC's Asset Allocation

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RESOURCE CONSULTING GROUP INC Past Portfolios

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

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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

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