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Retirement Planning Group, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ava Hoppe | 28 July, 2023

Retirement planning is an essential aspect of financial management, especially as individuals approach their senior years. Looking ahead to the first quarter of 2023, we can gain insights into the changing landscape of retirement planning by analyzing the 13F holdings of Retirement Planning Group, LLC.

During the first quarter of 2023, Retirement Planning Group, LLC demonstrated a strategic focus on diversification and growth. Several key holdings saw significant changes, both in terms of shares held and their corresponding value. Let's delve into the notable transformations that occurred during this period, allowing us to understand the evolving investment strategies of Retirement Planning Group, LLC.

One of the standout holdings for Retirement Planning Group, LLC in Q1 2023 was SCHWAB STRATEGIC TR (SCHB). This investment showcased stability as it experienced a meager decrease of 1.8% in value, with shares dropping from 21,955,580 to 21,783,382. Despite this small change, the value of the holding increased from $105,058,000 to $112,622,000, indicating a positive outlook for SCHB.

Another significant name in the retirement planning portfolio is VICTORY PORTFOLIOS II (CDC). Although the number of shares held slightly increased from 1,924,549 to 1,949,155, the value decreased from $116,666,000 to $112,271,000. This change of -3.8% highlights the need for careful analysis and decision-making in retirement planning.

INVESCO EXCHANGE TRADED FD T (SPGP) was a notable success story for Retirement Planning Group, LLC. This holding experienced a 9.7% increase in value, with shares rising from 1,154,404 to 1,190,135. The monetary value of the stake also rose significantly, climbing from $98,470,000 to $108,040,000. Such a positive change demonstrates the benefits of a robust investment strategy and bodes well for Retirement Planning Group, LLC.

VANGUARD SPECIALIZED FUNDS (VIG) was another success story for Retirement Planning Group, LLC in Q1 2023. There was a 7.2% increase in shares, from 652,150 to 663,114, accompanied by a rise in value from $100,437,000 to $107,709,000. This upward trend indicates a well-positioned investment and underscores the importance of carefully selecting holdings in the retirement planning process.

GOLDMAN SACHS ETF TR (GSLC) also demonstrated growth during the first quarter of 2023. With a 9.7% increase in value, shares rose from 921,065 to 939,792, while the corresponding value rose from $74,808,000 to $82,043,000. This increase suggests that Retirement Planning Group, LLC made a wise decision in holding onto GSLC during this period.

VANGUARD BD INDEX FDS (BND) experienced a more modest change during Q1 2023 for Retirement Planning Group, LLC. While the number of shares increased from 744,212 to 771,517, there was only a small rise in value, from $54,945,000 to $56,081,000, representing a 2.1% increase. Despite this relatively steady performance, it is crucial for retirement planners to regularly evaluate and rebalance their portfolios to ensure optimal results.

These are just a few examples of the various holdings in Retirement Planning Group, LLC's Q1 2023 portfolio. As retirement planning requires a diverse and dynamic approach, carefully monitoring and adjusting holdings is crucial for long-term success. By keeping a close eye on market trends and making informed decisions, Retirement Planning Group, LLC can maximize its clients' retirement funds and ensure a secure financial future.

In conclusion, Retirement Planning Group, LLC's Q1 2023 13F holdings analysis reveals both stability and opportunity within its diverse portfolio. While some holdings experienced minor fluctuations, others showcased growth potential. By diligently monitoring and adjusting these holdings, Retirement Planning Group, LLC can continue to provide its clients with effective retirement planning strategies, ensuring a comfortable and secure future.

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