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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
8
0
0
1
0
0
2
2
1
RETIREMENT PLANNING GROUP

Time Period2018-12-31

Total Holdings66

Total Value ($x1000)374,188
Activities
New15

Increased23

Unchanged6

Decreased22

Sold Out4

Top 10 Stock Holdingstotal 78.03%
SCHB20.04

ICSH10.43

BNDW9.59

SCHF8.71

VIG8.57

 
USMV5.92

VWO4.59

JHML4.06

SCHZ3.5

LRGF2.62

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHB
20.04%
US BRD MKT ETF
ICSH
10.43%
LIQUID INC ETF
BNDW
9.59%
TOTAL WLD BD ETF
SCHF
8.71%
INTL EQTY ETF
VIG
8.57%
DIV APP ETF
USMV
5.92%
USA MIN VOL ETF
VWO
4.59%
FTSE EMR MKT ETF
JHML
4.06%
MULTIFACTOR LA
SCHZ
3.5%
US AGGREGATE B
LRGF
2.62%
FCTSLC MSCI US
DVY
1.86%
SELECT DIVID ETF
SCHE
1.81%
EMRG MKTEQ ETF
RSCO
1.78%
SM CAP COMPLETE
FNDF
1.39%
SCHWB FDT INT LG
JHMD
1.34%
MULTI INTL ETF
SCHC
1.26%
INTL SCEQT ETF
SCHO
1.15%
SHT TM US TRES
BSV
1.1%
SHORT TRM BOND
BND
1.08%
TOTAL BND MRKT
SCHX
1.05%
US LRG CAP ETF
VEA
0.84%
FTSE DEV MKT ETF
FNDB
0.52%
SCHWAB FDT US BM
MUB
0.48%
NAT AMT FREE BD
IVV
0.42%
CORE S&P500 ETF
KSU
0.42%
COM NEW
IJR
0.41%
CORE S&P SCP ETF
AAPL
0.37%
COM
IJH
0.34%
CORE S&P MCP ETF
SPY
0.29%
TR UNIT
MUNI
0.27%
INTER MUN BD ST
EVRG
0.25%
COM
IWM
0.24%
RUSSELL 2000 ETF
VEU
0.23%
ALLWRLD EX US
VUG
0.23%
GROWTH ETF
CERN
0.18%
COM
JKHY
0.18%
COM
IWB
0.15%
RUS 1000 ETF
SCHM
0.13%
US MID-CAP ETF
IWR
0.13%
RUS MID-CAP ETF
IDV
0.12%
INTL SEL DIV ETF
IWV
0.12%
RUSSELL 3000 ETF
FNDE
0.11%
SCHWB FDT EMK LG
XOM
0.1%
COM
AMZN
0.09%
COM
VNQ
0.09%
REIT ETF
OXY
0.09%
COM
CWI
0.09%
MSCI ACWI EXUS
BRK.B
0.09%
CL B NEW
MDY
0.09%
UTSER1 S&PDCRP
THRK
0.08%
RUSSELL 3000 ETF
IWF
0.08%
RUS 1000 GRW ETF
PG
0.07%
COM
SCHD
0.07%
US DIVIDEND EQ
BNDX
0.07%
INTL BD IDX ETF
MRK
0.07%
COM
IWD
0.07%
RUS 1000 VAL ETF
EMB
0.07%
JP MOR EM MK ETF
MSFT
0.07%
COM
BAC
0.07%
COM
TIP
0.07%
TIPS BD ETF
LAG
0.07%
BRCLYS AGG ETF
USB
0.06%
COM NEW
VTI
0.06%
TOTAL STK MKT
BA
0.06%
COM
PHYS
0.03%
PRN
PSLV
0.02%
TR UNIT
MO
0.08%
COM
ENR
0.07%
COM
SCHH
0.06%
US REIT ETF
EPC
0.05%
COM