Retirement Planning Group has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $129M, Vanguard Dividend Appreciation with a value of $125M, Amplify ETF Tr Amplify Cwp Enh with a value of $122M, Schwab Strategic Tr Us Broad M with a value of $114M, and Goldman Sachs ETF Tr Activebet with a value of $110M.
Examining the 13F form we can see an increase of $157M in the current position value, from $1.24B to 1.4B.
Below you can find more details about Retirement Planning Group portfolio as well as his latest detailed transactions.
Portfolio value
$1.4 Billion
ETFs: $1.3 Billion
Technology: $35.2 Million
Consumer Defensive: $31.9 Million
Financial Services: $8.76 Million
Communication Services: $5.52 Million
Consumer Cyclical: $4.05 Million
Real Estate: $3.86 Million
Healthcare: $2.95 Million
Other: $6.23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions