Investment company Retirement Planning Group (Current Portfolio) buys Cerner Corp, AT&T Inc, Johnson & Johnson, JPMorgan Chase, Procter & Gamble Co, sells iShares Core S&P 500 ETF, iShares Core S&P Mid-Cap ETF, iShares TIPS Bond ETF, iShares J.P. Morgan USD Emerging Markets Bond ETF, Colgate-Palmolive Co during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Retirement Planning Group. As of 2021Q1, Retirement Planning Group owns 56 stocks with a total value of $710 million. These are the details of the buys and sells.
- New Purchases: T, JNJ, JPM,
- Added Positions: BND, USMV, GSLC, VIG, VOO, BNDX, SCHZ, IQLT, JQUA, CERN, MUNI, PG, MUB, XOM, AMZN, IEFA, IWM, IWR, VO,
- Reduced Positions: XT, VWO, SPMD, IVV, VEA, IJH, DVY, VNQ, IJR, WMT, SCHE, VTI, SCHX, IWB, SPTM, MDY, SPY, VEU,
- Sold Out: TIP, EMB, CL, TSLA,
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
- Schwab U.S. Broad Market ETF (SCHB) - 1,067,300 shares, 14.55% of the total portfolio. Shares added by 0.21%
- ISHARES TRUST (XT) - 1,488,684 shares, 12.42% of the total portfolio. Shares reduced by 1.15%
- Vanguard S&P 500 ETF (VOO) - 203,017 shares, 10.42% of the total portfolio. Shares added by 1.98%
- Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) - 916,361 shares, 10.22% of the total portfolio. Shares added by 2.50%
- Vanguard Total Bond Market ETF (BND) - 577,314 shares, 6.89% of the total portfolio. Shares added by 7.85%
New Purchase: JPMorgan Chase & Co (JPM)
Retirement Planning Group initiated holding in JPMorgan Chase & Co. The purchase prices were between $125.65 and $157.65, with an estimated average price of $143.83. The stock is now traded at around $150.560000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,387 shares as of 2021-03-31.
New Purchase: AT&T Inc (T)
Retirement Planning Group initiated holding in AT&T Inc. The purchase prices were between $27.89 and $30.73, with an estimated average price of $29.27. The stock is now traded at around $30.930000. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,060 shares as of 2021-03-31.
New Purchase: Johnson & Johnson (JNJ)
Retirement Planning Group initiated holding in Johnson & Johnson. The purchase prices were between $153.07 and $170.48, with an estimated average price of $161.89. The stock is now traded at around $164.120000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,229 shares as of 2021-03-31.
Added: Cerner Corp (CERN)
Retirement Planning Group added to a holding in Cerner Corp by 108.52%. The purchase prices were between $68.22 and $83.3, with an estimated average price of $75.13. The stock is now traded at around $75.610000. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,456 shares as of 2021-03-31.
Added: Procter & Gamble Co (PG)
Retirement Planning Group added to a holding in Procter & Gamble Co by 32.73%. The purchase prices were between $122.15 and $140.16, with an estimated average price of $130.43. The stock is now traded at around $131.230000. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,009 shares as of 2021-03-31.
Sold Out: iShares TIPS Bond ETF (TIP)
Retirement Planning Group sold out a holding in iShares TIPS Bond ETF. The sale prices were between $123.99 and $127.81, with an estimated average price of $126.27.
Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
Retirement Planning Group sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $106.38 and $114.25, with an estimated average price of $111.08.
Sold Out: Tesla Inc (TSLA)
Retirement Planning Group sold out a holding in Tesla Inc. The sale prices were between $563 and $883.09, with an estimated average price of $754.2.
Sold Out: Colgate-Palmolive Co (CL)
Retirement Planning Group sold out a holding in Colgate-Palmolive Co. The sale prices were between $74.44 and $84.52, with an estimated average price of $78.38.
Here is the complete portfolio of Retirement Planning Group. Also check out:
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2. Retirement Planning Group's Top Growth Companies, and
3. Retirement Planning Group's High Yield stocks
4. Stocks that Retirement Planning Group keeps buying