$159 Million is the total value of Retirement Planning Group, LLC's 704 reported holdings in Q4 2011. The portfolio turnover from Q3 2011 to Q4 2011 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2011 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-08-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Schwab US Broad Market ETF | 45 | Q2 2024 | 25.9% |
VANGUARD SPECIALIZED PORTFOL | 45 | Q2 2024 | 11.9% |
SCHWAB STRATEGIC TR | 45 | Q2 2024 | 11.7% |
Schwab US Aggregate Bond ETF | 45 | Q2 2024 | 4.8% |
VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 7.7% |
ISHARES TR | 45 | Q2 2024 | 4.7% |
SCHWAB STRATEGIC TR | 45 | Q2 2024 | 1.9% |
Vanguard REIT Index ETF | 45 | Q2 2024 | 5.4% |
ISHARES TR | 45 | Q2 2024 | 1.9% |
ISHARES TR | 45 | Q2 2024 | 1.1% |
View Retirement Planning Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-07-12 |
13F-HR | 2024-04-12 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-13 |
View Retirement Planning Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.