Retirement Planning Group
CIK Number: 0001508195
2.13B
Market Value
268
# of Holdings
10 months
Avg. Holding Period
38.13%
Win Rate
12.95%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPGP | Invesco S&P 500... | 103.27 | -0.51% | 1.42M | +11.50% | 148.44M | 86.23 | 7.47% |
| 2 | DIVO | Amplify CWP Enh... | 41.47 | -0.14% | 3.66M | +12.20% | 148.05M | 36.1 | 7.45% |
| 3 | VIG | Vanguard Divide... | 199.99 | -0.05% | 747.74K | +8.51% | 146.43M | 149.19 | 7.37% |
| 4 | SCHB | Schwab U.S. Bro... | 22.99 | 0.00% | 5.78M | +222.51% | 131.15M | 9.89 | 6.60% |
| 5 | GSLC | Goldman Sachs A... | 117.38 | -0.03% | 1.06M | +5.21% | 121.98M | 75.47 | 6.14% |
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