Retirement Planning Group Buys BlackRock U.S. ...

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Investment company Retirement Planning Group (Current Portfolio) buys BlackRock U.S. Equity Factor Rotation ETF, Canadian Pacific Railway, Dimensional U.S. Core Equity 2 ETF, Dimensional U.S. Equity ETF, Innovator U.S. Equity Buffer ETF - December, sells , PayPal Holdings Inc, Block Inc, Vanguard Intermediate-Term Government Bond ETF, iShares MSCI USA Multifactor ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Retirement Planning Group. As of 2021Q4, Retirement Planning Group owns 108 stocks with a total value of $1 billion. These are the details of the buys and sells.

  • New Purchases: DYNF, CP, DFAC, DFUS, BDEC, BSEP, BMAR, BAPR, XLK, PMAR, BJUN, XLV, SCHM, BJAN, PFE, HD, NEE, CL, CAT,

  • Added Positions: SCHB, SPMD, USMV, XT, GSLC, VIG, VWO, BND, SCHZ, SCHF, JQUA, GSIE, IQLT, BNDX, VT, AAPL, SCHG, BRK.B, IEMG, BOCT, SCHA, EVRG, WMT, SCHX, MSFT, GOOGL, SPY, JPM, ABT, FTEC, CSCO, VO, VEA, JNJ, SCHE, TSLA, BSV, ESGV,

  • Reduced Positions: MUB, AMZN, MUNI, BNDW, LRGF, CERN, VGSH, IWM, IWB, ICSH, DVY, VZ, VTV, VTI, KR, VEU, VCIT, VBR, URTH, SCHV, IEFA, EMQQ, JPST, FNDB, IJR, IJH,

  • Sold Out: KSU, PYPL, SQ, VGIT,


For the details of Retirement Planning Group's stock buys and sells,
go to https://www.gurufocus.com/guru/retirement+planning+group/current-portfolio/portfolio

These are the top 5 holdings of Retirement Planning Group

  1. Schwab U.S. Broad Market ETF (SCHB) - 1,207,444 shares, 13.19% of the total portfolio. Shares added by 2.13%

  2. ISHARES TRUST (XT) - 1,721,611 shares, 11.00% of the total portfolio. Shares added by 1.27%

  3. Vanguard S&P 500 ETF (VOO) - 234,898 shares, 9.91% of the total portfolio. Shares added by 0.85%

  4. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) - 1,067,683 shares, 9.82% of the total portfolio. Shares added by 1.35%

  5. BlackRock U.S. Equity Factor Rotation ETF (DYNF) - 1,656,279 shares, 6.01% of the total portfolio. New Position

New Purchase: BlackRock U.S. Equity Factor Rotation ETF (DYNF)

Retirement Planning Group initiated holding in BlackRock U.S. Equity Factor Rotation ETF. The purchase prices were between $34.51 and $38.06, with an estimated average price of $36.93. The stock is now traded at around $34.883000. The impact to a portfolio due to this purchase was 6.01%. The holding were 1,656,279 shares as of 2021-12-31.

New Purchase: Canadian Pacific Railway Ltd (CP)

Retirement Planning Group initiated holding in Canadian Pacific Railway Ltd. The purchase prices were between $66.43 and $77.89, with an estimated average price of $73.15. The stock is now traded at around $75.890000. The impact to a portfolio due to this purchase was 0.33%. The holding were 47,740 shares as of 2021-12-31.

New Purchase: Dimensional U.S. Core Equity 2 ETF (DFAC)

Retirement Planning Group initiated holding in Dimensional U.S. Core Equity 2 ETF. The purchase prices were between $26.52 and $29.09, with an estimated average price of $28.15. The stock is now traded at around $27.660000. The impact to a portfolio due to this purchase was 0.31%. The holding were 109,259 shares as of 2021-12-31.

New Purchase: Dimensional U.S. Equity ETF (DFUS)

Retirement Planning Group initiated holding in Dimensional U.S. Equity ETF. The purchase prices were between $46.87 and $51.98, with an estimated average price of $50.14. The stock is now traded at around $49.040000. The impact to a portfolio due to this purchase was 0.23%. The holding were 46,661 shares as of 2021-12-31.

New Purchase: Innovator U.S. Equity Buffer ETF - December (BDEC)

Retirement Planning Group initiated holding in Innovator U.S. Equity Buffer ETF - December. The purchase prices were between $33.44 and $35.31, with an estimated average price of $34.24. The stock is now traded at around $34.060000. The impact to a portfolio due to this purchase was 0.2%. The holding were 59,952 shares as of 2021-12-31.

New Purchase: Innovator U.S. Equity Buffer ETF - September (BSEP)

Retirement Planning Group initiated holding in Innovator U.S. Equity Buffer ETF - September. The purchase prices were between $31.19 and $33.48, with an estimated average price of $32.65. The stock is now traded at around $32.474300. The impact to a portfolio due to this purchase was 0.1%. The holding were 31,463 shares as of 2021-12-31.

Added: Vanguard Total World Stock ETF (VT)

Retirement Planning Group added to a holding in Vanguard Total World Stock ETF by 183.51%. The purchase prices were between $100.69 and $108.41, with an estimated average price of $105.63. The stock is now traded at around $103.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,289 shares as of 2021-12-31.

Added: Schwab U.S. Large-Cap Growth ETF (SCHG)

Retirement Planning Group added to a holding in Schwab U.S. Large-Cap Growth ETF by 47.98%. The purchase prices were between $145.99 and $166.53, with an estimated average price of $159.85. The stock is now traded at around $148.790000. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,189 shares as of 2021-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

Retirement Planning Group added to a holding in Berkshire Hathaway Inc by 30.91%. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $314.750000. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,232 shares as of 2021-12-31.

Added: Schwab U.S. Small-Cap ETF (SCHA)

Retirement Planning Group added to a holding in Schwab U.S. Small-Cap ETF by 46.27%. The purchase prices were between $97.28 and $109.61, with an estimated average price of $103.15. The stock is now traded at around $94.880000. The impact to a portfolio due to this purchase was 0.01%. The holding were 4,347 shares as of 2021-12-31.

Added: Walmart Inc (WMT)

Retirement Planning Group added to a holding in Walmart Inc by 21.58%. The purchase prices were between $135.47 and $151.28, with an estimated average price of $143.31. The stock is now traded at around $143.940000. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,826 shares as of 2021-12-31.

Added: Alphabet Inc (GOOGL)

Retirement Planning Group added to a holding in Alphabet Inc by 23.72%. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2702.330000. The impact to a portfolio due to this purchase was 0.01%. The holding were 193 shares as of 2021-12-31.

Sold Out: (KSU)

Retirement Planning Group sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.

Sold Out: PayPal Holdings Inc (PYPL)

Retirement Planning Group sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.

Sold Out: Block Inc (SQ)

Retirement Planning Group sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.

Sold Out: Vanguard Intermediate-Term Government Bond ETF (VGIT)

Retirement Planning Group sold out a holding in Vanguard Intermediate-Term Government Bond ETF. The sale prices were between $66.02 and $67.06, with an estimated average price of $66.56.



Here is the complete portfolio of Retirement Planning Group. Also check out:

1. Retirement Planning Group's Undervalued Stocks

2. Retirement Planning Group's Top Growth Companies, and

3. Retirement Planning Group's High Yield stocks

4. Stocks that Retirement Planning Group keeps buyingThis article first appeared on GuruFocus.

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