Retirement Planning Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

Retirement Planning Group, LLC has released its Q2 2023 vs. Q3 2023 13F Holdings Comparison report indicating the changes in holdings in various funds. This report provides valuable insights into the shifting trends and investment strategies employed by Retirement Planning Group, LLC. In this article, we will analyze the key changes in holdings and explore their potential implications for investors.

Key Findings:

1. Invesco Exchange Traded FD T (SPGP):

- Q2 2023 Holdings: 1,190,135 shares

- Q3 2023 Holdings: 1,204,987 shares

- Percentage Change: 1.8%

- Q2 2023 Value: $108,040,000

- Q3 2023 Value: $109,943,000

The holdings of Invesco Exchange Traded FD T increased by 1.8% from Q2 2023 to Q3 2023. This indicates a positive sentiment towards this fund, potentially driven by favorable market conditions or improved performance.

2. Schwab Strategic TR (SCHB):

- Q2 2023 Holdings: 2,178,382 shares

- Q3 2023 Holdings: 2,163,549 shares

- Percentage Change: -4.2%

- Q2 2023 Value: $112,622,000

- Q3 2023 Value: $107,852,000

The holdings of Schwab Strategic TR recorded a 4.2% decrease from Q2 2023 to Q3 2023. This decline may be attributed to various factors, such as portfolio rebalancing or a shift in investment strategy.

3. Vanguard Specialized Funds (VIG):

- Q2 2023 Holdings: 663,114 shares

- Q3 2023 Holdings: 665,777 shares

- Percentage Change: -4%

- Q2 2023 Value: $107,709,000

- Q3 2023 Value: $103,448,000

The holdings of Vanguard Specialized Funds experienced a 4% decrease, signaling a potential adjustment in the fund's portfolio. Investors should pay attention to any underlying reasons for this change and monitor the fund's performance accordingly.

4. Amplify ETF TR (DIVO):

- Q2 2023 Holdings: 0 shares

- Q3 2023 Holdings: 2,389,892 shares

- Percentage Change: N/A

- Q2 2023 Value: $0

- Q3 2023 Value: $83,000,000

Amplify ETF TR witnessed a significant change with no holdings in Q2 2023 and 2,389,892 shares in Q3 2023. This suggests a new investment strategy or a recent addition to Retirement Planning Group, LLC's portfolio.

5. Goldman Sachs ETF TR (GSLC):

- Q2 2023 Holdings: 939,792 shares

- Q3 2023 Holdings: 941,457 shares

- Percentage Change: -3.3%

- Q2 2023 Value: $82,043,000

- Q3 2023 Value: $79,298,000

The holdings of Goldman Sachs ETF TR experienced a slight decline of 3.3%. This change may be a result of market fluctuations or adjustments made by Retirement Planning Group, LLC to optimize their portfolio.

6. iShares TR (IQLT):

- Q2 2023 Holdings: 1,948,323 shares

- Q3 2023 Holdings: 1,980,041 shares

- Percentage Change: -4.1%

- Q2 2023 Value: $69,360,000

- Q3 2023 Value: $66,549,000

iShares TR recorded a 4.1% decrease in holdings from Q2 2023 to Q3 2023. This shift may be due to factors such as risk management or portfolio diversification.

7. Vanguard BD Index FDS (BND):

- Q2 2023 Holdings: 771,517 shares

- Q3 2023 Holdings: 741,091 shares

- Percentage Change: -7.8%

- Q2 2023 Value: $56,081,000

- Q3 2023 Value: $51,713,000

The holdings of Vanguard BD Index FDS declined by 7.8%, indicating a potential adjustment in the fixed-income portion of Retirement Planning Group, LLC's portfolio. Investors should monitor the fund's performance and consider the impact on their overall investment strategy.

Conclusion:

Retirement Planning Group, LLC's Q2 2023 vs. Q3 2023 13F Holdings Comparison report provides valuable insights into the firm's investment activities and changes in holdings. Understanding these shifts can help investors make informed decisions and stay updated on market trends. It is crucial to monitor the performance of specific funds and assess their alignment with individual investment goals. As with any investment, it is recommended to consult with a financial advisor or professional before making any investment decisions based on the information provided.

Disclaimer: The information in this article is for informational purposes only and should not be considered as financial advice.