RGF
Retirement Guys Formula Portfolio holdings
AUM
$284M
1-Year Est. Return
17.36%
1 Year Est. Return
+17.36%
AUM
$263M
AUM Growth
+$62M
(+31%)
Holding
155
Top Buys
| 1 | +$16.2M | |
| 2 | +$7.79M | |
| 3 | +$5.46M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.37M |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$5.16M |
Top Sells
| 1 | +$2.15M | |
| 2 | +$1.34M | |
| 3 | +$1.18M | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$445K |
| 5 |
Franklin Bitcoin ETF
EZBC
|
+$294K |
Sector Composition
| 1 | Technology | 8.65% |
| 2 | Healthcare | 6.54% |
| 3 | Consumer Staples | 6.3% |
| 4 | Industrials | 3.74% |
| 5 | Communication Services | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Exxon Mobil
XOM
$492B
| $1.2M | 0.45% |
11,110
+1,005
|
|
||
77
Chevron
CVX
$313B
| $1.17M | 0.44% |
8,155
+970
|
|
||
78
American Electric Power
AEP
$62B
| $1.17M | 0.44% |
11,241
+867
|
|
||
79
Duke Energy
DUK
$99B
| $1.16M | 0.44% |
9,834
+776
|
|
||
80
Ecolab
ECL
$78.6B
| $1.16M | 0.44% |
4,300
+331
|
|
||
81
Waste Management
WM
$86.5B
| $1.14M | 0.43% |
5,003
+396
|
|
||
82
Hershey
HSY
$36.4B
| $1.14M | 0.43% |
6,861
+797
|
|
||
83
Novartis
NVS
$252B
| $1.13M | 0.43% |
9,361
+954
|
|
||
84
Mondelez International
MDLZ
$78.6B
| $1.1M | 0.42% |
16,364
+885
|
|
||
85
Abbott
ABT
$221B
| $1.07M | 0.4% |
7,832
+763
|
|
||
86
Colgate-Palmolive
CL
$63B
| $1.06M | 0.4% |
11,656
+1,135
|
|
||
87
ARK Innovation ETF
ARKK
$9.33B
| $1.05M | 0.4% |
+14,969
|
|
||
88
Unilever
UL
$154B
| $1.05M | 0.4% |
17,127
+713
|
|
||
89
McCormick & Company Non-Voting
MKC
$17.9B
| $1.04M | 0.4% |
13,732
+1,730
|
|
||
90
NextEra Energy
NEE
$174B
| $1.03M | 0.39% |
14,882
+1,815
|
|
||
91
American Water Works
AWK
$27.6B
| $1.03M | 0.39% |
7,419
+275
|
|
||
92
Vanguard Long-Term Bond ETF
BLV
$5.84B
| $1.02M | 0.39% |
14,697
-157
|
|
||
93
General Mills
GIS
$25.3B
| $1.01M | 0.38% |
19,430
+2,186
|
|
||
94
PepsiCo
PEP
$207B
| $1.01M | 0.38% |
7,651
+761
|
|
||
95
Automatic Data Processing
ADP
$114B
| $1.01M | 0.38% |
3,271
+288
|
|
||
96
Kimberly-Clark
KMB
$39.5B
| $1M | 0.38% |
7,787
+684
|
|
||
97
Kellanova
K
$28.9B
| $1M | 0.38% |
12,600
+1,273
|
|
||
98
Zoetis
ZTS
$64.7B
| $964K | 0.37% |
6,180
+606
|
|
||
99
Vanguard Mega Cap Growth ETF
MGK
$31.6B
| $947K | 0.36% |
2,586
-95
|
|
||
100
Clorox
CLX
$14.1B
| $879K | 0.33% |
7,317
+881
|
|