$313 Million is the total value of Retirement Planning Group, LLC's 52 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLPI | New | GAMING & LEISURE PPTYS INC | $232,000 | – | 7,593 | +100.0% | 0.07% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $211,000 | – | 1,881 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Broad Market ETF | 42 | Q3 2023 | 25.9% |
| VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 11.9% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 11.7% |
| Schwab US Aggregate Bond ETF | 42 | Q3 2023 | 4.8% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 7.7% |
| ISHARES TR | 42 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 1.9% |
| Vanguard REIT Index ETF | 42 | Q3 2023 | 5.4% |
| ISHARES TR | 42 | Q3 2023 | 1.9% |
| ISHARES TR | 42 | Q3 2023 | 1.1% |
View Retirement Planning Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-20 |
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.