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
101
$223K 0.02%
+8,322
102
$220K 0.02%
+530
103
$218K 0.02%
+2,559
104
$217K 0.02%
644
105
$215K 0.02%
+5,548
106
$207K 0.02%
+5,984
107
$205K 0.02%
+992
108
$202K 0.02%
+1,435
109
-1,474
110
-3,533
111
-1,261
112
-16,514