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
76
$423K 0.04%
1,660
+87
77
$403K 0.04%
779
78
$394K 0.04%
1,119
+18
79
$390K 0.04%
2,769
+118
80
$364K 0.04%
2,036
-39
81
$357K 0.03%
6,116
+13
82
$340K 0.03%
5,587
-1,241
83
$327K 0.03%
5,350
-2
84
$303K 0.03%
4,944
-52
85
$298K 0.03%
+9,449
86
$293K 0.03%
957
87
$283K 0.03%
4,730
+1,181
88
$275K 0.03%
5,443
-575
89
$275K 0.03%
+1,582
90
$271K 0.03%
+8,455
91
$270K 0.03%
1,702
+316
92
$263K 0.03%
2,144
93
$254K 0.02%
+6,811
94
$254K 0.02%
1,724
-23
95
$248K 0.02%
+4,207
96
$238K 0.02%
3,762
+62
97
$232K 0.02%
2,638
+117
98
$232K 0.02%
4,458
-695
99
$229K 0.02%
+2,449
100
$227K 0.02%
5,016
-64