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RPGK

Retirement Planning Group (Kansas) Portfolio holdings

AUM $3.23B
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$28.4M
3
+$18.8M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$18.5M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$16.3M

Top Sells

1
+$18.8M
2
+$13.1M
3
+$4.94M
4
VIS icon
Vanguard Industrials ETF
VIS
+$4.32M
5
JEPI icon
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
DGRO icon
126
iShares Core Dividend Growth ETF
DGRO
$41B
$2.18M 0.07%
31,054
-3,121
MCD icon
127
McDonald's
MCD
$202B
$2.16M 0.07%
6,963
+764
IDEV icon
128
iShares Core MSCI International Developed Markets ETF
IDEV
$30.6B
$2.15M 0.07%
25,675
-661
RTX icon
129
RTX Corp
RTX
$247B
$2.13M 0.07%
11,038
+329
IJK icon
130
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$2.11M 0.07%
21,003
-2,282
SCHD icon
131
Schwab US Dividend Equity ETF
SCHD
$96.5B
$2.11M 0.07%
68,799
-5,249
VPU
132
Vanguard Utilities ETF
VPU
$8.56B
$2.06M 0.06%
10,386
-122
DE icon
133
Deere & Co
DE
$156B
$2.03M 0.06%
3,609
-70
SCHZ icon
134
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$1.98M 0.06%
85,079
-266
INEQ
135
Columbia International Equity Income ETF
INEQ
$79.9M
$1.97M 0.06%
+50,386
EVRG icon
136
Evergy
EVRG
$19.3B
$1.94M 0.06%
23,659
+137
SCHV
137
Schwab US Large-Cap Value ETF
SCHV
$15.9B
$1.93M 0.06%
63,250
-2,532
VOOG icon
138
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$1.93M 0.06%
28,380
+708
CVX icon
139
Chevron
CVX
$373B
$1.88M 0.06%
9,102
+3,165
CEF icon
140
Sprott Physical Gold and Silver Trust
CEF
$8.05B
$1.88M 0.06%
+39,386
KO icon
141
Coca-Cola
KO
$355B
$1.86M 0.06%
24,449
+374
PLTR icon
142
Palantir
PLTR
$307B
$1.86M 0.06%
12,683
-151
SHEL icon
143
Shell
SHEL
$237B
$1.84M 0.06%
+19,804
IWM icon
144
iShares Russell 2000 ETF
IWM
$80.9B
$1.83M 0.06%
7,384
+1,389
AVGO icon
145
Broadcom
AVGO
$1.82T
$1.82M 0.06%
5,872
-275
COP icon
146
ConocoPhillips
COP
$143B
$1.81M 0.06%
13,693
-209
CAT icon
147
Caterpillar
CAT
$419B
$1.8M 0.06%
2,540
+257
IVVW icon
148
iShares S&P 500 BuyWrite ETF
IVVW
$290M
$1.78M 0.06%
40,819
-615
IOO icon
149
iShares Global 100 ETF
IOO
$8.66B
$1.69M 0.05%
13,949
V icon
150
Visa
V
$613B
$1.68M 0.05%
5,574
+1,044
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6
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