Retirement Planning Group Q4 2022 vs. Q1 2023: A Comprehensive Look at 13F Holdings

As the year 2022 comes to a close, it's imperative to keep track of various investment funds' holdings. Investors and fund managers had a challenging time during the pandemic regarding stock investment, but things have started to normalize gradually. To that end, Retirement Planning Group's Q4 2022 vs. Q1 2023 13F holdings comparison provides insight into the changes in holdings of Retirement Planning Group's funds over time, revealing some interesting trends.

CDC's victory portfolios II, managed by Retirement Planning Group, had 1,826,141 shares in Q4 2022, increasing to 1,924,549 in Q1 2023, which represents a 2.9% growth rate. Similarly, the SCHWAB Strategic TR fund, better known as SCHB, which has been gaining popularity, increased its shares as well, from 2,161,424 in Q4 2022 to 2,195,580 in Q1 2023. This increase amounts to an 8.5% growth rate and is attributed to the fund's innovative and diversified offerings.

Another popular Retirement Planning Group fund is the Vanguard Specialized Funds (VIG), having increased its shares by 4.1%, from 635,658 in Q4 2022 to 652,150 in Q1 2023. Meanwhile, the Invesco Exchange Traded FD T (SPGP) had an impressive 10.9% increase in shares held between Q4 2022 and Q1 2023, from 1,075,213 shares to 1,154,404 shares, as investors sought broader exposure in the equities market.

As for the dip in holdings, the Goldman Sachs ETF (GSLC) experienced a slight drop of 9.3% from 899,285 shares to 921,065 shares between Q4 2022 and Q1 2023, while the ETFIS Ser TR I (NFLT) decreased by 1.6%. The Vanguard Bd Index FDS (BND) also suffered from a dip in shares and is down by 7.3%, from 713,123 in Q4 2022 to 744,212 in Q1 2023 - a direct reflection on the rising interest rates.

Interestingly, not all funds with decreased holdings performed poorly. The iShares TR (DVY) decreased slightly by 2.9%, from 40,128 shares to 40,100 shares, while the Invesco Actively Managed ETF (GTO) decreased by 32.7% from 168,529 holdings in Q4 2022 to 111,643 holdings in Q1 2023.

In summary, the Retirement Planning Group Q4 2022 vs. Q1 2023 13F Holdings Comparison shows some noticeable trends. While some funds with distinct target markets experienced spikes in shares, there was a minimal dip in holdings for others. Nonetheless, wise investors must continue to track these trends to make informed decisions in the stock market.