- Added Positions: VOO, VIG, VWO, SCHF, EMM, BSV, AAPL, BNDX, VT, MUB, LGLV, SPDW, BRK.B, MSFT, VUG,
- Reduced Positions: SCHE, SCHZ, SCHB, SCHO, SPY, USMV, SCHX, VEA, AMZN, SPTM, IJR, IDV, SPAB, IVV, IJH, VEU, EVRG, TIP, EMB, VNQ,
- Sold Out: LQD, SCHG, IWF, SCHC, CWI, XOM, SCHD, JPM, IWD, OXY, BND, T, BA, MRK, VNQI,
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- Schwab U.S. Broad Market (SCHB) - 1,159,288 shares, 29.91% of the total portfolio. Shares reduced by 5.9%
- Vanguard Div Appreciation (VIG) - 405,924 shares, 17.92% of the total portfolio. Shares added by 18.07%
- Schwab International Equity (SCHF) - 1,119,445 shares, 12.35% of the total portfolio. Shares added by 8.31%
- Vanguard FTSE Emerging Markets (VWO) - 705,902 shares, 10.11% of the total portfolio. Shares added by 32.49%
- Vanguard S&P 500 (VOO) - 92,807 shares, 9.38% of the total portfolio. Shares added by 775.46%
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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