GURUFOCUS.COM Guru List Institutional Investment Manager (13F) Retirement Planning Group Current Portfolio
Retirement Planning Group
|Retirement Planning Group|
|Last update 2023-01-19||133 Stocks (25 new)|
|Value $875.00 Mil||Turnover 20 %|
Top Holdings: CDC(12.95%) SCHB(11.06%) VIG(11.03%) SPGP(10.14%) GSLC(7.82%)Portfolio Report
Retirement Planning Group has disclosed 133 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. The current portfolio value is calculated to be $875.00 Mil. The turnover rate is 20%.
In Retirement Planning Group's current portfolio as of 2022-12-31, the top 5 holdings are VictoryShares US EQ Income Enhanced Volatility Wtd (CDC), Schwab U.S. Broad Market ETF (SCHB), Vanguard Dividend Appreciation FTF (VIG), Invesco S&P 500 GARP ETF (SPGP), Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC), not including call and put options. Retirement Planning Group did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Retirement Planning Group, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Retirement Planning Group, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Retirement Planning Group.
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