RESOURCE CONSULTING GROUP INC

Q4 2023 13F Holdings

  • Location
    orlando, FL
  • Num holdings

    69

  • Value ($000)

    $584,096

  • Date Filed
    01/11/2024
  • Form type
    13F-HR
  • CIK
    0000831941
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$169.96M
29 %

4,566,496

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$82.28M
14 %

1,572,359

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$79.51M
14 %

2,314,169

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$71.72M
12 %

487,446

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$62.78M
11 %

1,053,036

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$45.82M
8 %

893,675

I
IRMD

IRADIMED CORP

COM
46266A109
$4.89M
1 %

103,000

B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$4.88M
1 %

9

D
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
25434V823
$4.38M
1 %

192,643

A
AVGO

BROADCOM INC

COM
11135F101
$3.79M
1 %

3,396

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