Retirement Planning Group Buys Vanguard S&P 500, Vanguard FTSE Emerging Markets, Vanguard Short-Term Bond, Sells iShares iBoxx $ Investment Grade Corporate Bond, Schwab Emerging Markets Equity, Schwab US Aggregate Bond

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May 05, 2020
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Investment company Retirement Planning Group (Current Portfolio) buys Vanguard S&P 500, Vanguard FTSE Emerging Markets, Vanguard Short-Term Bond, Vanguard Total International Bond ETF, Vanguard Total World Stock Index, sells iShares iBoxx $ Investment Grade Corporate Bond, Schwab Emerging Markets Equity, Schwab US Aggregate Bond, Schwab Short-Term U.S. Treasury, SPDR S&P 500 during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Retirement Planning Group. As of 2020Q1, Retirement Planning Group owns 46 stocks with a total value of $234 million. These are the details of the buys and sells.

For the details of Retirement Planning Group's stock buys and sells, go to https://www.gurufocus.com/guru/retirement+planning+group/current-portfolio/portfolio

These are the top 5 holdings of Retirement Planning Group
  1. Schwab U.S. Broad Market (SCHB) - 1,159,288 shares, 29.91% of the total portfolio. Shares reduced by 5.9%
  2. Vanguard Div Appreciation (VIG) - 405,924 shares, 17.92% of the total portfolio. Shares added by 18.07%
  3. Schwab International Equity (SCHF) - 1,119,445 shares, 12.35% of the total portfolio. Shares added by 8.31%
  4. Vanguard FTSE Emerging Markets (VWO) - 705,902 shares, 10.11% of the total portfolio. Shares added by 32.49%
  5. Vanguard S&P 500 (VOO) - 92,807 shares, 9.38% of the total portfolio. Shares added by 775.46%
Added: Vanguard S&P 500 (VOO)

Retirement Planning Group added to a holding in Vanguard S&P 500 by 775.46%. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $264.74. The impact to a portfolio due to this purchase was 8.31%. The holding were 92,807 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

Retirement Planning Group added to a holding in Vanguard FTSE Emerging Markets by 32.49%. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $35.69. The impact to a portfolio due to this purchase was 2.48%. The holding were 705,902 shares as of .

Added: Vanguard Short-Term Bond (BSV)

Retirement Planning Group added to a holding in Vanguard Short-Term Bond by 131.99%. The purchase prices were between $78.4 and $82.23, with an estimated average price of $80.79. The stock is now traded at around $82.58. The impact to a portfolio due to this purchase was 0.21%. The holding were 10,688 shares as of .

Added: Vanguard Total World Stock Index (VT)

Retirement Planning Group added to a holding in Vanguard Total World Stock Index by 71.31%. The purchase prices were between $54.48 and $83.17, with an estimated average price of $76. The stock is now traded at around $68.57. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,869 shares as of .

Added: Vanguard Total International Bond ETF (BNDX)

Retirement Planning Group added to a holding in Vanguard Total International Bond ETF by 62.00%. The purchase prices were between $54.98 and $58.4, with an estimated average price of $57.14. The stock is now traded at around $57.23. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,332 shares as of .

Sold Out: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Retirement Planning Group sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond. The sale prices were between $105.05 and $134.27, with an estimated average price of $127.83.

Sold Out: Schwab U.S. Large-Cap Growth (SCHG)

Retirement Planning Group sold out a holding in Schwab U.S. Large-Cap Growth. The sale prices were between $69.19 and $102.34, with an estimated average price of $91.87.

Sold Out: iShares Russell 1000 Growth (IWF)

Retirement Planning Group sold out a holding in iShares Russell 1000 Growth. The sale prices were between $131.24 and $191.72, with an estimated average price of $171.91.

Sold Out: Schwab International Small-Cap Equity (SCHC)

Retirement Planning Group sold out a holding in Schwab International Small-Cap Equity. The sale prices were between $20.7 and $34.9, with an estimated average price of $31.07.

Sold Out: SPDR MSCI ACWI ex-US (CWI)

Retirement Planning Group sold out a holding in SPDR MSCI ACWI ex-US. The sale prices were between $17.27 and $26.2, with an estimated average price of $23.57.

Sold Out: Exxon Mobil Corp (XOM)

Retirement Planning Group sold out a holding in Exxon Mobil Corp. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73.



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