- New Purchases: XT, GSLC, BND, JQUA, IQLT, GSIE, MUNI, IEFA, VTI, XOM, WMT,
- Added Positions: VOO, USMV, EMM, BNDX, VNQ, SCHZ, AMZN, MSFT, MUB, BRK.B, PG,
- Reduced Positions: VIG, SCHF, SCHB, VWO, SCHE, DVY, VEA, SPTM, AAPL, VEU, LGLV, SPY, SCHX, BSV, SPDW, IWM, EMB, IJR, IWB, IJH, VUG, IWR, IVV, JKHY, IWV,
- Sold Out: VT, SCHO, SPAB, IDV, NEE,
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 STRATEGIC T (SCHB) - 1,092,729 shares, 17.03% of the total portfolio. Shares reduced by 5.74%
- VANGUARD INDEX FDS (VOO) - 163,381 shares, 9.82% of the total portfolio. Shares added by 76.04%
- ISHARES TRUST (XT) - 904,429 shares, 8.54% of the total portfolio. New Position
- GLDMN SACHS ETF TR (GSLC) - 638,777 shares, 8.48% of the total portfolio. New Position
- VANGUARD SPECIALIZ (VIG) - 336,712 shares, 8.37% of the total portfolio. Shares reduced by 17.05%
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.
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