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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
6
0
0
1
0
0
2
2
1
RETIREMENT PLANNING GROUP

Time Period2019-06-30

Total Holdings65

Total Value ($x1000)440,976
Activities
New0

Increased27

Unchanged16

Decreased22

Sold Out1

Top 10 Stock Holdingstotal 82.22%
SCHB20.82

BNDW10.45

ICSH9.92

SCHF9.4

VIG8.8

 
USMV6.9

JHML4.78

VWO4.65

SCHZ3.48

LRGF3.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHB
20.82%
US BRD MKT ETF
BNDW
10.45%
TOTAL WLD BD ETF
ICSH
9.92%
LIQUID INC ETF
SCHF
9.4%
INTL EQTY ETF
VIG
8.8%
DIV APP ETF
USMV
6.9%
USA MIN VOL ETF
JHML
4.78%
MULTIFACTOR LA
VWO
4.65%
FTSE EMR MKT ETF
SCHZ
3.48%
US AGGREGATE B
LRGF
3.02%
FCTSLC MSCI US
RSCO
2.1%
SM CAP COMPLETE
SCHE
1.89%
EMRG MKTEQ ETF
JHMD
1.48%
MULTI INTL ETF
DVY
1.37%
SELECT DIVID ETF
SCHC
1.33%
INTL SCEQT ETF
SCHO
1.12%
SHT TM US TRES
VEA
0.77%
FTSE DEV MKT ETF
MUB
0.49%
NAT AMT FREE BD
KSU
0.45%
COM NEW
IVV
0.43%
CORE S&P500 ETF
FNDB
0.42%
SCHWAB FDT US BM
AAPL
0.39%
COM
SPY
0.38%
TR UNIT
IJR
0.36%
CORE S&P SCP ETF
IJH
0.32%
CORE S&P MCP ETF
MUNI
0.3%
INTER MUN BD ST
SCHX
0.27%
US LRG CAP ETF
EVRG
0.24%
COM
VUG
0.23%
GROWTH ETF
IWM
0.22%
RUSSELL 2000 ETF
CERN
0.21%
COM
VEU
0.21%
ALLWRLD EX US
JKHY
0.16%
COM
THRK
0.16%
RUSSELL 3000 ETF
IWB
0.15%
RUS 1000 ETF
BSV
0.14%
SHORT TRM BOND
BND
0.13%
TOTAL BND MRKT
IWR
0.13%
RUS MID-CAP ETF
IWV
0.12%
RUSSELL 3000 ETF
FNDF
0.12%
SCHWB FDT INT LG
IDV
0.11%
INTL SEL DIV ETF
AMZN
0.1%
COM
XOM
0.09%
COM
PRF
0.09%
FTSE RAFI 1000
PG
0.08%
COM
CWI
0.08%
MSCI ACWI EXUS
VNQ
0.08%
REIT ETF
GWL
0.08%
S&P WRLD EX US
MDY
0.08%
UTSER1 S&PDCRP
BRK.B
0.07%
CL B NEW
IWF
0.07%
RUS 1000 GRW ETF
MSFT
0.07%
COM
SCHD
0.07%
US DIVIDEND EQ
LAG
0.06%
BRCLYS AGG ETF
EMB
0.06%
JP MOR EM MK ETF
OXY
0.06%
COM
BNDX
0.06%
INTL BD IDX ETF
IWD
0.06%
RUS 1000 VAL ETF
VT
0.06%
TT WRLD ST ETF
TIP
0.06%
TIPS BD ETF
VTI
0.06%
TOTAL STK MKT
BA
0.05%
COM
USB
0.05%
COM NEW
PHYS
0.03%
PRN
PSLV
0.02%
TR UNIT
BAC
0.06%
COM