RPGK
Retirement Planning Group (Kansas) Portfolio holdings
AUM
$2.35B
This Quarter Return
+3.08%
1 Year Return
+11.41%
3 Year Return
+38.86%
5 Year Return
+59.91%
10 Year Return
+99.18%
AUM
$350M
AUM Growth
+$350M
(+5.3%)
Cap. Flow
+$7.55M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
88.4%
Holding
49
New
–
Increased
15
Reduced
21
Closed
2
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.24M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$3.02M |
| 3 |
Schwab International Equity ETF
SCHF
|
$1.67M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.36M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$983K |
Top Sells
Sector Composition
| 1 | Technology | 0.51% |
| 2 | Industrials | 0.5% |
| 3 | Energy | 0.18% |
| 4 | Financials | 0.14% |
| 5 | Consumer Staples | 0.1% |
