RPGK

Retirement Planning Group (Kansas) Portfolio holdings

AUM $2.35B
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$62.1M
2 +$3.43M
3 +$3.17M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.84M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.41M

Top Sells

1 +$4.47M
2 +$440K
3 +$383K
4
XYZ
Block Inc
XYZ
+$302K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$239K

Sector Composition

1 Technology 0.95%
2 Industrials 0.38%
3 Consumer Staples 0.18%
4 Healthcare 0.16%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.64M 0.26%
18,163
-115
27
$2.41M 0.23%
+46,661
28
$2.25M 0.22%
39,962
-3,730
29
$2.11M 0.2%
+59,952
30
$2.06M 0.2%
4,319
+1
31
$2.06M 0.2%
6,827
-36
32
$2.06M 0.2%
6,407
+6
33
$1.92M 0.19%
16,532
+23
34
$1.66M 0.16%
4,948
+197
35
$1.61M 0.16%
+48,479
36
$1.43M 0.14%
20,804
+1,860
37
$1.4M 0.14%
12,232
-292
38
$1.17M 0.11%
61,398
+5,814
39
$1.14M 0.11%
8,393
+136
40
$1.07M 0.1%
18,845
-725
41
$1.06M 0.1%
6,340
-880
42
$1.05M 0.1%
+31,463
43
$1.04M 0.1%
27,009
-261
44
$972K 0.09%
+22,865
45
$900K 0.09%
1,894
+138
46
$887K 0.09%
3,354
-376
47
$881K 0.09%
+26,739
48
$881K 0.09%
3,960
-283
49
$875K 0.08%
9,423
-714
50
$862K 0.08%
10,664
+309