Retirement Planning Group
CIK Number: 0001508195
1.99B
Market Value
239
# of Holdings
10 months
Avg. Holding Period
70.20%
Win Rate
7.24%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Specia... | 200.99 | -1.05% | 689.09K | +0.96% | 136.48M | 145.22 | 7.44% | |
| 2 | Invesco Exchang... | 103.23 | -2.24% | 1.27M | +1.04% | 132.87M | 84.09 | 7.24% | |
| 3 | Schwab Strategi... | 22.50 | -1.85% | 1.79M | -1.21% | 119.17M | 8.93 | 6.49% | |
| 4 | Goldman Sachs E... | 114.82 | -1.85% | 1.01M | -2.43% | 113.69M | 73.4 | 6.19% | |
| 5 | Fidelity Coving... | 40.18 | -1.88% | 2.29M | +8.39% | 94.98M | 37.74 | 5.17% |
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