We are live on
!
Find out more
RPGK
Retirement Planning Group (Kansas) Portfolio holdings
AUM
$3.23B
1-Year Est. Return
15.3%
This Fund
S&P 500
1 Year Est. Return
+15.3%
AUM
$3.23B
AUM Growth
+$183M
(+6%)
Holding
510
Top Buys
| 1 | +$52.5M | |
| 2 | +$28.4M | |
| 3 | +$18.8M | |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$18.5M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$16.3M |
Top Sells
| 1 | +$18.8M | |
| 2 | +$13.1M | |
| 3 | +$4.94M | |
| 4 |
Vanguard Industrials ETF
VIS
|
+$4.32M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$3.46M |
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Consumer Staples | 2.5% |
| 3 | Consumer Discretionary | 0.84% |
| 4 | Financials | 0.78% |
| 5 | Energy | 0.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
| – | – |
-64,437
|
|
||
502
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$240M
| – | – |
-7,479
|
|
||
503
Teva Pharmaceuticals
TEVA
$40.3B
| – | – |
-6,600
|
|
||
504
Travelers Companies
TRV
$64.7B
| – | – |
-1,371
|
|
||
505
Universal Health Services
UHS
$8.86B
| – | – |
-1,823
|
|
||
506
Vanguard High Dividend Yield ETF
VYM
$79.4B
| – | – |
-1,417
|
|
||
507
iShares Future Exponential Technologies ETF
XT
$3.9B
| – | – |
-3,025
|
|
||
508
Zillow
Z
$7.33B
| – | – |
-3,945
|
|
||
|
CRWV
509
CoreWeave Inc
CRWV
$54.9B
| – | – |
-7,465
|
|
||
510
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.11B
| – | – |
-3,029
|
|