Retirement Planning Group Buys ISHARES TRUST, GLDMN SACHS ETF TR, Vanguard Total Bond Market ETF, Sells SCHWAB STRATEGIC T, VANGUARD INTL EQUI, SCHWAB STRATEGIC T

Author's Avatar
Aug 06, 2020
Article's Main Image
Investment company Retirement Planning Group (Current Portfolio) buys ISHARES TRUST, GLDMN SACHS ETF TR, Vanguard Total Bond Market ETF, JP MORGAN ETF TRUS, VANGUARD INDEX FDS, sells SCHWAB STRATEGIC T, VANGUARD INTL EQUI, SCHWAB STRATEGIC T, SPDR SERIES TRUST, SCHWAB STRATEGIC T during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Retirement Planning Group. As of 2020Q2, Retirement Planning Group owns 52 stocks with a total value of $471 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 STRATEGIC T (SCHB) - 1,092,729 shares, 17.03% of the total portfolio. Shares reduced by 5.74%
  2. VANGUARD INDEX FDS (VOO) - 163,381 shares, 9.82% of the total portfolio. Shares added by 76.04%
  3. ISHARES TRUST (XT) - 904,429 shares, 8.54% of the total portfolio. New Position
  4. GLDMN SACHS ETF TR (GSLC) - 638,777 shares, 8.48% of the total portfolio. New Position
  5. VANGUARD SPECIALIZ (VIG) - 336,712 shares, 8.37% of the total portfolio. Shares reduced by 17.05%
New Purchase: ISHARES TRUST (XT)

Retirement Planning Group initiated holding in ISHARES TRUST. The purchase prices were between $34.05 and $45.21, with an estimated average price of $40.89. The stock is now traded at around $48.35. The impact to a portfolio due to this purchase was 8.54%. The holding were 904,429 shares as of .

New Purchase: GLDMN SACHS ETF TR (GSLC)

Retirement Planning Group initiated holding in GLDMN SACHS ETF TR. The purchase prices were between $49.94 and $65.05, with an estimated average price of $59.17. The stock is now traded at around $67.69. The impact to a portfolio due to this purchase was 8.48%. The holding were 638,777 shares as of .

New Purchase: Vanguard Total Bond Market ETF (BND)

Retirement Planning Group initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $84.67 and $88.18, with an estimated average price of $87.06. The stock is now traded at around $89.48. The impact to a portfolio due to this purchase was 5.11%. The holding were 272,836 shares as of .

New Purchase: JP MORGAN ETF TRUS (JQUA)

Retirement Planning Group initiated holding in JP MORGAN ETF TRUS. The purchase prices were between $24.47 and $31.87, with an estimated average price of $28.87. The stock is now traded at around $32.35. The impact to a portfolio due to this purchase was 5.02%. The holding were 777,573 shares as of .

New Purchase: ISHARES TRUST (IQLT)

Retirement Planning Group initiated holding in ISHARES TRUST. The purchase prices were between $24.59 and $30.29, with an estimated average price of $27.67. The stock is now traded at around $31.13. The impact to a portfolio due to this purchase was 3.53%. The holding were 566,445 shares as of .

New Purchase: GLDMN SACHS ETF TR (GSIE)

Retirement Planning Group initiated holding in GLDMN SACHS ETF TR. The purchase prices were between $22.03 and $27.85, with an estimated average price of $25.12. The stock is now traded at around $28.12. The impact to a portfolio due to this purchase was 2.56%. The holding were 454,551 shares as of .

Added: VANGUARD INDEX FDS (VOO)

Retirement Planning Group added to a holding in VANGUARD INDEX FDS by 76.04%. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $307.20. The impact to a portfolio due to this purchase was 4.24%. The holding were 163,381 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Retirement Planning Group added to a holding in iShares Edge MSCI Min Vol USA by 617.41%. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $63.85. The impact to a portfolio due to this purchase was 3.61%. The holding were 325,755 shares as of .

Added: SPDR Russell Small Cap Complet (EMM)

Retirement Planning Group added to a holding in SPDR Russell Small Cap Complet by 224.47%. The purchase prices were between $82.85 and $82.85, with an estimated average price of $82.85. The stock is now traded at around $82.85. The impact to a portfolio due to this purchase was 2.7%. The holding were 588,226 shares as of .

Added: Vanguard Total International Bond ETF (BNDX)

Retirement Planning Group added to a holding in Vanguard Total International Bond ETF by 1783.81%. The purchase prices were between $56.12 and $57.76, with an estimated average price of $57.12. The stock is now traded at around $58.26. The impact to a portfolio due to this purchase was 1.6%. The holding were 138,121 shares as of .

Added: VANGUARD INDEX FDS (VNQ)

Retirement Planning Group added to a holding in VANGUARD INDEX FDS by 780.25%. The purchase prices were between $64.53 and $86.79, with an estimated average price of $75.73. The stock is now traded at around $81.23. The impact to a portfolio due to this purchase was 0.5%. The holding were 33,335 shares as of .

Added: Amazon.com Inc (AMZN)

Retirement Planning Group added to a holding in Amazon.com Inc by 65.33%. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3225.00. The impact to a portfolio due to this purchase was 0.06%. The holding were 248 shares as of .

Sold Out: VANGUARD INTL EQUI (VT)

Retirement Planning Group sold out a holding in VANGUARD INTL EQUI. The sale prices were between $60.03 and $78.43, with an estimated average price of $70.29.

Sold Out: SPDR SERIES TRUST (SPAB)

Retirement Planning Group sold out a holding in SPDR SERIES TRUST. The sale prices were between $30 and $30.86, with an estimated average price of $30.54.

Sold Out: SCHWAB STRATEGIC T (SCHO)

Retirement Planning Group sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $51.53 and $51.73, with an estimated average price of $51.64.

Sold Out: NextEra Energy Inc (NEE)

Retirement Planning Group sold out a holding in NextEra Energy Inc. The sale prices were between $218.23 and $260.48, with an estimated average price of $239.44.

Sold Out: iShares International Select Dividend (IDV)

Retirement Planning Group sold out a holding in iShares International Select Dividend. The sale prices were between $20.96 and $27.63, with an estimated average price of $23.79.



Here is the complete portfolio of Retirement Planning Group. Also check out:

1. Retirement Planning Group's Undervalued Stocks
2. Retirement Planning Group's Top Growth Companies, and
3. Retirement Planning Group's High Yield stocks
4. Stocks that Retirement Planning Group keeps buying