Retirement Planning Group, LLC — Q1 2023 13F 持股

Name: Retirement Planning Group, LLC — 13F Holdings, Q1 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001508195

申報總市值

US$32.3億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	CDC	Victoryshares US Eq Income E	ETF-其他	12.43%	—	+5.39%
2	SCHB	Schwab US Broad Market ETF	ETF-其他	11.19%	-0.18%	+1.58%
3	VIG	Vanguard Dividend Apprec ETF	ETF-其他	10.70%	-0.15%	+2.59%
4	SPGP	Invesco S&p 500 Garp ETF	ETF-大型股與成長	10.49%	-0.14%	+7.37%
5	GSLC	Goldman Activebeta US Lc ETF	ETF-避險與商品	7.97%	-0.16%	+2.42%
6	IQLT	Ishares Msci International Q	ETF-其他	6.94%	—	+3.61%
7	BND	Vanguard Total Bond Market	ETF-其他	5.85%	—	+4.36%
8	FRDM	Freedom 100 Emeging Mrkt ETF	ETF-其他	5.22%	+0.25%	+2.82%
9	DIVI	Franklin International Core	ETF-其他	3.93%	+0.64%	+11.53%
10	NFLT	Virtus Newfleet Multi-sector	ETF-其他	2.73%	+0.18%	-2.91%
11	FBND	Fidelity Total Bond ETF	ETF-其他	1.49%	+0.25%	+11.29%
12	AAPL	Apple INC	股票-科技	1.48%	-0.34%	+5.23%
13	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	1.24%	—	+18.26%
14	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.99%	-1.64%	-1.59%
15	GSIE	Goldman Sachs Activebeta Int	ETF-避險與商品	0.74%	—	-0.73%
16	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-其他	0.62%	—	+16.70%
17	BMAY	Innovator U.s. Equity Buffer	ETF-其他	0.60%	—	-0.59%
18	GTO	Invesco Total Return Bond Et	ETF-其他	0.56%	—	-33.75%
19	SCHF	Schwab Intl Equity ETF	ETF-其他	0.55%	—	-21.14%
20	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.51%	—	+5.91%
21	DVY	Ishares Select Dividend ETF	ETF-其他	0.50%	—	-0.07%
22	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.50%	—	+110.06%
23	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.45%	—	-23.63%
24	PXF	Invesco Rafi Developed Marke	ETF-其他	0.43%	—	+7.23%
25	DGRW	Wisdomtree U.s. Quality Divi	ETF-其他	0.43%	—	+17.52%
26	MUB	Ishares National Muni Bond E	ETF-其他	0.43%	—	+41.93%
27	CP	Canadian Pacific Kansa F	股票-工業	0.39%	—	—
28	FDVV	Fidelity High Dividend ETF	ETF-其他	0.38%	+0.02%	+3.56%
29	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.35%	—	+9.42%
30	ILCG	Ishares Morningstar Growth E	ETF-其他	0.32%	—	-3.29%
31	IDEV	Ishares Core Msci Dev Mkts	ETF-其他	0.30%	—	-20.14%
32	MSFT	Microsoft CORP	股票-科技	0.28%	-0.31%	-8.82%
33	OMFL	Invesco Russell 1000 Dyn M/f	ETF-其他	0.28%	—	+6.03%
34	DFAC	Dimensional US Core Equity 2	ETF-其他	0.28%	—	—
35	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.27%	—	-6.53%
36	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.27%	—	-1.28%
37	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	0.25%	—	-11.91%
38	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.23%	—	+0.84%
39	JQUA	Jpmorgan US Quality Factor	ETF-其他	0.23%	—	-3.04%
40	IMCV	Ishares Morningstar Mid-cap	ETF-其他	0.22%	—	-13.65%
41	JCPB	Jpmorgan Core Plus Bond ETF	ETF-其他	0.21%	—	-5.90%
42	DFUS	Dimensional US Eq Mkt ETF	ETF-其他	0.21%	—	-0.58%
43	VGT	Vanguard Info Tech ETF	ETF-科技型	0.20%	—	+2.39%
44	SCHG	Schwab US Large-cap Growth	ETF-其他	0.19%	+0.10%	-63.24%
45	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.18%	—	-1.12%
46	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.17%	—	+15.38%
47	VUG	Vanguard Growth ETF	ETF-其他	0.16%	-0.21%	+3.19%
48	URTH	Ishares Msci World ETF	ETF-其他	0.16%	—	-0.11%
49	FEZ	State Street Spdr Euro Stoxx	ETF-其他	0.15%	—	—
50	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.15%	—	-1.16%

1–50 of 147