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
51
$852K 0.08%
3,071
52
$845K 0.08%
5,063
53
$843K 0.08%
17,478
+3,102
54
$817K 0.08%
+23,598
55
$783K 0.08%
7,289
+4,718
56
$774K 0.07%
9,321
+7
57
$729K 0.07%
37,659
-1,254
58
$702K 0.07%
7,566
-181
59
$691K 0.07%
19,973
+7,153
60
$685K 0.07%
2,837
-34
61
$675K 0.07%
22,792
+681
62
$667K 0.06%
2,232
+527
63
$665K 0.06%
5,147
64
$630K 0.06%
14,680
-826
65
$625K 0.06%
4,614
+8
66
$585K 0.06%
3,576
+2
67
$574K 0.06%
23,499
-1,131
68
$559K 0.05%
3,860
+740
69
$522K 0.05%
25,512
+8,272
70
$496K 0.05%
10,656
-3,233
71
$484K 0.05%
6,484
-250
72
$476K 0.05%
+14,966
73
$456K 0.04%
+13,670
74
$445K 0.04%
17,388
+5,500
75
$431K 0.04%
2,517
+150