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Retirement Planning Group

Latest statistics and disclosures from Retirement Planning Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, QGRW, DIVI, FSMD, PYLD, and represent 35.74% of Retirement Planning Group's stock portfolio.
Added to shares of these 10 stocks: VGSH (+$62M), SPY (+$28M), FTRB (+$23M), VOO (+$20M), QGRW (+$20M), DTD (+$19M), SGOV (+$18M), UBND (+$15M), MSFT (+$15M), AAPL (+$14M).
Started 113 new stock positions in CIBR, PSX, DGRO, HIMU, CGDV, MLM, XLU, EPD, TMUS, ETN.
Reduced shares in these 10 stocks: SPGP (-$10M), GSLC (-$9.3M), VIG (-$9.1M), IQLT (-$8.1M), SCHB (-$7.7M), COWZ (-$7.2M), BND, BMN, , BOND.
Sold out of its positions in ACI, AUR, BMN, EOT, GWW, IEF, OCTZ, MATX, ROP, SNOW.
Retirement Planning Group was a net buyer of stock by $402M.
Retirement Planning Group has $2.9B in assets under management (AUM), dropping by 22.51%.
Central Index Key (CIK): 0001508195

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Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 407 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.6	$306M	+7%	500k	612.38	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	8.2	$235M	+9%	4.1M	57.36	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	6.2	$179M	+6%	4.8M	37.31	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	5.8	$167M	+7%	3.8M	44.01	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.9	$142M	+10%	5.3M	26.84	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	4.6	$132M	+13%	6.0M	22.05	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.3	$124M	+2%	2.8M	44.57	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.3	$123M	+10%	2.2M	55.71	View chart
Ea Series Trust Freedom 100 Em (FRDM)	3.7	$106M		2.4M	44.31	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.7	$106M	+9%	2.3M	46.24	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	2.9	$84M	+8%	3.7M	23.07	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	2.7	$77M	+10%	1.6M	47.61	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.3	$67M	+1216%	1.1M	58.85	View chart
Costco Wholesale Corporation (COST)	1.6	$46M	+4%	50k	925.63	View chart
Apple (AAPL)	1.6	$46M	+44%	181k	254.63	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$40M		84k	479.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$36M	+362%	54k	666.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.1	$32M	-19%	1.2M	25.71	View chart
Microsoft Corporation (MSFT)	1.0	$29M	+104%	57k	517.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$26M		140k	186.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$26M	+12%	43k	600.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$26M	-26%	120k	215.79	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$24M	-27%	185k	130.28	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	0.8	$23M	NEW	919k	25.39	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.7	$20M	+8896%	232k	84.00	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.6	$19M	-2%	336k	55.33	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$19M	+2117%	185k	100.70	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$18M	-31%	410k	44.19	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$14M	-42%	124k	113.62	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.4	$12M		238k	49.72	View chart
Wal-Mart Stores (WMT)	0.4	$12M	+236%	113k	103.06	View chart
Amazon (AMZN)	0.4	$11M	+88%	50k	219.57	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$11M		119k	88.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$10M	+2%	31k	328.17	View chart
NVIDIA Corporation (NVDA)	0.3	$10M	+5%	54k	186.58	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$9.4M	+273%	119k	78.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$9.2M	-4%	154k	59.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$9.1M	-2%	117k	78.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$9.0M		75k	120.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$8.8M	-17%	118k	74.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$7.4M	+4%	11k	669.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$7.3M	+53%	9.8k	746.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$7.0M		301k	23.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$6.9M	-4%	218k	31.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$6.8M	+39%	19k	355.46	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$6.7M	NEW	32k	209.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$6.6M	-52%	115k	57.47	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.2	$6.2M	-13%	216k	28.90	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$6.0M	+3%	25k	239.64	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.2	$5.7M	-10%	63k	90.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.7M		20k	293.73	View chart
Philip Morris International (PM)	0.2	$5.5M	+229%	34k	162.20	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.2	$5.4M	NEW	114k	47.60	View chart
Home Depot (HD)	0.2	$5.0M	+144%	13k	405.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$5.0M	-2%	74k	67.51	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$5.0M		81k	61.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.7M	+45%	19k	243.10	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$4.7M		91k	51.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$4.6M	+37%	19k	243.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$4.5M	+30%	79k	57.10	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$4.4M		42k	104.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.3M	+28%	36k	118.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$4.3M	+7%	8.5k	502.73	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.3M	+382%	8.5k	499.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$4.2M		77k	54.18	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$4.1M	+137%	274k	14.98	View chart
JPMorgan Chase & Co. (JPM)	0.1	$4.0M	+66%	13k	315.44	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.0M	+87%	35k	112.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$3.9M	+4%	102k	38.57	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$3.8M	+52%	85k	44.42	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$3.7M	+31%	73k	50.88	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$3.6M	NEW	68k	53.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.6M		40k	91.42	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.6M		87k	41.11	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$3.4M	+18%	67k	50.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.4M	-9%	23k	145.65	View chart
Procter & Gamble Company (PG)	0.1	$3.4M	+400%	22k	153.65	View chart
Johnson & Johnson (JNJ)	0.1	$3.3M	+203%	18k	185.42	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.1	$3.2M	-17%	128k	25.36	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$3.2M		12k	281.85	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$3.2M		44k	73.73	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$3.2M		44k	72.44	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.2M	-26%	17k	182.42	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$3.1M		55k	57.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.1M	+8%	12k	254.29	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$3.1M	-4%	40k	78.34	View chart
Pepsi (PEP)	0.1	$2.9M	+429%	21k	140.44	View chart
Netflix (NFLX)	0.1	$2.8M	+25%	2.4k	1199.15	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$2.8M	+101%	109k	25.85	View chart
S&p Global (SPGI)	0.1	$2.8M		5.8k	486.71	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.8M	+112%	59k	46.93	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$2.6M	+6%	12k	213.73	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.6M	-3%	42k	60.26	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.6M	NEW	21k	123.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.6M	+2%	27k	93.37	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$2.6M	+30%	103k	24.77	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$2.5M	+32%	65k	38.97	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$2.5M	-8%	32k	78.41	View chart
Meta Platforms Cl A (META)	0.1	$2.5M	+76%	3.4k	734.48	View chart
Tesla Motors (TSLA)	0.1	$2.5M	+102%	5.5k	444.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.4M		33k	73.46	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.4M		38k	62.91	View chart
Abbvie (ABBV)	0.1	$2.3M	+224%	10k	231.54	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.3M	-3%	24k	95.89	View chart
Southern Company (SO)	0.1	$2.2M	+355%	24k	94.77	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.2M	NEW	32k	68.08	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.2M	-5%	92k	23.47	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.1M	+25%	4.3k	490.38	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$2.1M	-5%	9.0k	234.95	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$2.1M		26k	80.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.0M	+219%	74k	27.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.0M		40k	50.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.9M	-4%	66k	29.11	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.9M		16k	120.50	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.9M		4.4k	435.41	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.1	$1.9M	NEW	19k	99.52	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.9M	+53%	41k	46.24	View chart
Abbott Laboratories (ABT)	0.1	$1.9M	+312%	14k	133.94	View chart
Broadcom (AVGO)	0.1	$1.9M	+44%	5.7k	329.89	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.8M	+13%	37k	49.83	View chart
Touchstone Etf Trust Securitized Inco (TSEC)	0.1	$1.8M	+41%	70k	26.24	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.8M	+145%	9.7k	189.41	View chart
International Business Machines (IBM)	0.1	$1.8M	+75%	6.4k	282.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.8M		19k	95.14	View chart
Ishares Tr S&p 500 Buywrite (IVVW)	0.1	$1.8M	+650%	38k	46.57	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.7M	-41%	19k	93.35	View chart
Evergy (EVRG)	0.1	$1.7M	+2%	23k	76.02	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$1.7M		14k	120.01	View chart
McDonald's Corporation (MCD)	0.1	$1.7M	NEW	5.6k	303.90	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.7M	NEW	9.9k	167.34	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$1.6M		26k	62.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.6M	-2%	8.2k	194.50	View chart
Visa Com Cl A (V)	0.1	$1.6M	+3%	4.7k	341.40	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.6M	+70%	17k	95.47	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$1.6M		33k	47.55	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$1.5M	+21%	9.2k	168.00	View chart
Leidos Holdings (LDOS)	0.1	$1.5M	NEW	8.1k	188.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.5M		19k	78.91	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.1	$1.5M		25k	59.93	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.5M	-3%	32k	47.51	View chart
Solaris Energy Infras Com Cl A (SEI)	0.1	$1.5M		37k	39.97	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$1.5M	-25%	15k	100.03	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.5M	NEW	8.3k	176.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.5M	+16%	6.1k	241.97	View chart
Coca-Cola Company (KO)	0.1	$1.5M	+70%	22k	66.32	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.4M	+4%	3.7k	378.90	View chart
Cisco Systems (CSCO)	0.0	$1.4M	+67%	21k	68.42	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.4M		24k	59.20	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$1.4M	+10%	16k	89.34	View chart
Neos Etf Trust Bitcoin High Inc (BTCI)	0.0	$1.4M	NEW	24k	59.41	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$1.4M		12k	118.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.4M	+11%	3.0k	468.41	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$1.4M		18k	76.34	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$1.3M		17k	80.35	View chart
Deere & Company (DE)	0.0	$1.3M	NEW	2.9k	457.26	View chart
Ishares Msci World Etf (URTH)	0.0	$1.3M		7.2k	181.56	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$1.3M	-14%	4.7k	271.11	View chart
Waste Management (WM)	0.0	$1.3M	+473%	5.7k	220.83	View chart
ConocoPhillips (COP)	0.0	$1.3M	NEW	13k	94.59	View chart
Verizon Communications (VZ)	0.0	$1.2M	+13%	28k	43.95	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$1.2M	NEW	11k	109.95	View chart
Altria (MO)	0.0	$1.2M		18k	66.06	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$1.2M	+4%	7.8k	154.24	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$1.2M	+45%	6.4k	187.73	View chart
Oracle Corporation (ORCL)	0.0	$1.2M	+14%	4.2k	281.27	View chart
Royal Gold (RGLD)	0.0	$1.2M		5.8k	200.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$1.2M	+3%	3.1k	365.48	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.1M		3.9k	297.60	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.0	$1.1M	-25%	26k	43.43	View chart
Eli Lilly & Co. (LLY)	0.0	$1.1M	+306%	1.5k	763.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.1M	+15%	18k	65.26	View chart
Vanguard World Health Car Etf (VHT)	0.0	$1.1M	+18%	4.4k	259.59	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$1.1M	-27%	8.1k	139.16	View chart
PNC Financial Services (PNC)	0.0	$1.1M	NEW	5.6k	200.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.1M		5.3k	208.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.1M		42k	26.34	View chart
Starbucks Corporation (SBUX)	0.0	$1.1M		13k	84.60	View chart
Lowe's Companies (LOW)	0.0	$1.1M	+271%	4.2k	251.30	View chart
Caterpillar (CAT)	0.0	$1.1M	+56%	2.2k	477.19	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$1.0M		4.7k	222.16	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$1.0M	+43%	13k	78.06	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$1.0M	+173%	10k	100.33	View chart
Coreweave Com Cl A (CRWV)	0.0	$1.0M		7.4k	136.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$1.0M	-5%	5.3k	189.71	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$1.0M		9.6k	104.51	View chart
Vanguard World Financials Etf (VFH)	0.0	$1.0M	+33%	7.6k	131.24	View chart
Amgen (AMGN)	0.0	$1.0M	+29%	3.6k	282.23	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$999k	NEW	59k	17.01	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$983k		18k	53.87	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.0	$983k	NEW	19k	52.27	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$940k	-20%	8.2k	115.01	View chart
Lancaster Colony (MZTI)	0.0	$921k		5.3k	172.79	View chart
Chevron Corporation (CVX)	0.0	$920k	NEW	5.9k	155.29	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$915k	NEW	6.5k	140.05	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$896k	NEW	18k	49.19	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$879k		22k	39.31	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$871k		13k	66.87	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$867k	-43%	17k	50.07	View chart
Oneok (OKE)	0.0	$867k	+6%	12k	72.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$858k		6.0k	142.10	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.0	$854k	NEW	37k	22.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$844k		19k	44.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$839k	-4%	19k	43.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$814k		8.4k	96.55	View chart
Northrop Grumman Corporation (NOC)	0.0	$812k	NEW	1.3k	609.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$804k		27k	29.64	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.0	$803k	NEW	449.00	1789.16	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$797k	-15%	17k	47.50	View chart
UnitedHealth (UNH)	0.0	$780k	NEW	2.3k	345.36	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$763k	+3%	12k	66.32	View chart
Advanced Micro Devices (AMD)	0.0	$763k	+14%	4.7k	161.80	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$758k	NEW	3.9k	195.84	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.0	$749k	-26%	26k	28.83	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$746k	-4%	9.7k	76.72	View chart
Bank of America Corporation (BAC)	0.0	$738k	+31%	14k	51.59	View chart
salesforce (CRM)	0.0	$732k	NEW	3.1k	236.96	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.0	$723k	-22%	20k	36.55	View chart
First Hawaiian (FHB)	0.0	$723k	-11%	29k	24.83	View chart
Crane Company Common Stock (CR)	0.0	$714k	NEW	3.9k	184.14	View chart
Bk Nova Cad (BNS)	0.0	$710k	-11%	11k	64.65	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.0	$694k	-25%	30k	23.55	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.0	$692k		10k	68.22	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$690k		10k	69.08	View chart
Vanguard World Industrial Etf (VIS)	0.0	$683k	+107%	2.3k	296.29	View chart
Amphenol Corp Cl A (APH)	0.0	$682k	+4%	5.5k	123.75	View chart
Walt Disney Company (DIS)	0.0	$674k	+10%	5.9k	114.50	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$665k		16k	42.47	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$664k	NEW	13k	50.78	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$659k	-38%	19k	35.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$654k		6.5k	100.25	View chart
American Express Company (AXP)	0.0	$651k	+7%	2.0k	332.21	View chart
PPL Corporation (PPL)	0.0	$649k	NEW	18k	37.16	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$647k	+77%	1.6k	396.15	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$646k	+160%	9.9k	65.00	View chart
Qualcomm (QCOM)	0.0	$644k		3.9k	166.35	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$642k	+39%	8.0k	79.80	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$641k		12k	53.47	View chart
Nextera Energy (NEE)	0.0	$629k	NEW	8.3k	75.49	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$624k		19k	32.14	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$623k	NEW	15k	42.37	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.0	$611k	+3%	19k	32.26	View chart
Lpl Financial Holdings (LPLA)	0.0	$606k	NEW	1.8k	332.69	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$605k	-8%	6.1k	99.76	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$603k	+30%	6.6k	91.22	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.0	$598k		17k	35.17	View chart
General Dynamics Corporation (GD)	0.0	$587k	NEW	1.7k	341.10	View chart
Honeywell International (HON)	0.0	$587k	+191%	2.8k	210.48	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$583k	+58%	4.6k	126.64	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.0	$581k	-22%	15k	38.23	View chart
Select Water Solutions Cl A Com (WTTR)	0.0	$578k		54k	10.69	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$578k		1.9k	302.35	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$571k	-41%	11k	49.99	View chart
At&t (T)	0.0	$559k	+40%	20k	28.24	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$546k	NEW	8.1k	67.26	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$544k	-13%	12k	43.82	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$544k		7.7k	70.85	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$543k		7.6k	71.37	View chart
Mastercard Incorporated Cl A (MA)	0.0	$540k	+15%	949.00	568.89	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.0	$537k	-23%	11k	51.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$534k	NEW	2.6k	203.61	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$532k	NEW	10k	52.89	View chart
SYSCO Corporation (SYY)	0.0	$527k	NEW	6.4k	82.34	View chart
Flutter Entmt SHS (FLUT)	0.0	$525k		2.1k	254.00	View chart
Stryker Corporation (SYK)	0.0	$516k	NEW	1.4k	369.78	View chart
Cava Group Ord (CAVA)	0.0	$507k		8.4k	60.41	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$506k	+43%	11k	47.52	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$504k	NEW	13k	38.02	View chart
Yum! Brands (YUM)	0.0	$497k	+90%	3.3k	152.02	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$496k		18k	27.90	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$484k	+7%	19k	25.74	View chart
Morgan Stanley Com New (MS)	0.0	$479k	NEW	3.0k	158.96	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$475k		14k	33.37	View chart
FirstEnergy (FE)	0.0	$470k	NEW	10k	45.82	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$466k	+13%	7.9k	58.72	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$461k		11k	42.79	View chart
Fortinet (FTNT)	0.0	$459k		5.5k	84.08	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$458k		9.5k	48.29	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$457k	NEW	11k	42.03	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$454k	-2%	3.3k	137.79	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.0	$453k	NEW	11k	41.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$445k	+2%	5.1k	87.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$438k		11k	38.90	View chart
Merck & Co (MRK)	0.0	$431k	+6%	5.1k	83.92	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$423k		9.7k	43.50	View chart
Vanguard World Materials Etf (VAW)	0.0	$422k	+16%	2.1k	204.84	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$417k		2.9k	143.18	View chart
Union Pacific Corporation (UNP)	0.0	$416k	NEW	1.8k	236.36	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$413k	+19%	5.2k	80.21	View chart
Baker Hughes Company Cl A (BKR)	0.0	$406k		8.3k	48.72	View chart
Old Dominion Freight Line (ODFL)	0.0	$406k	NEW	2.9k	140.78	View chart
Celsius Hldgs Com New (CELH)	0.0	$394k		6.8k	57.49	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$393k		4.8k	81.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$391k		9.5k	41.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$388k	-3%	9.0k	43.10	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$386k		8.3k	46.32	View chart
Travelers Companies (TRV)	0.0	$382k	+5%	1.4k	279.22	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$377k		4.2k	88.73	View chart
Kroger (KR)	0.0	$376k	+5%	5.6k	67.41	View chart
Goldman Sachs (GS)	0.0	$376k	NEW	472.00	796.35	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.0	$375k	+17%	8.9k	41.97	View chart
Boeing Company (BA)	0.0	$375k	+29%	1.7k	215.83	View chart
Norfolk Southern (NSC)	0.0	$373k	NEW	1.2k	300.36	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$372k		1.8k	204.44	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.0	$370k		15k	25.52	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$370k	+2%	10k	36.35	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$363k		4.5k	80.65	View chart
Vanguard World Energy Etf (VDE)	0.0	$359k	+15%	2.9k	125.88	View chart
AutoNation (AN)	0.0	$356k	NEW	1.6k	218.77	View chart
Pfizer (PFE)	0.0	$351k	NEW	14k	25.48	View chart
CBOE Holdings (CBOE)	0.0	$350k		1.4k	245.25	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$349k	NEW	2.9k	122.43	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$334k	-11%	8.6k	39.01	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	0.0	$333k	NEW	11k	29.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$328k	+4%	8.0k	41.15	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$328k	NEW	4.3k	76.01	View chart
Medtronic SHS (MDT)	0.0	$326k	NEW	3.4k	95.24	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$320k	+3%	2.7k	118.43	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.0	$319k		3.5k	91.56	View chart
Aon Shs Cl A (AON)	0.0	$318k		890.00	356.72	View chart
Public Service Enterprise (PEG)	0.0	$317k		3.8k	83.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$316k	+22%	6.9k	45.60	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.0	$314k	NEW	2.8k	114.01	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$312k	+20%	4.7k	65.92	View chart
Zillow Group Cl C Cap Stk (Z)	0.0	$304k		3.9k	77.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$301k	NEW	749.00	402.42	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$300k		1.7k	174.58	View chart
Micron Technology (MU)	0.0	$294k	NEW	1.8k	167.32	View chart
Clorox Company (CLX)	0.0	$294k	+6%	2.4k	123.30	View chart
Ishares Msci Switzerland (EWL)	0.0	$293k	+8%	5.3k	55.24	View chart
Bank of New York Mellon Corporation (BK)	0.0	$289k		2.7k	108.96	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$289k	NEW	3.5k	83.33	View chart
CSX Corporation (CSX)	0.0	$285k	NEW	8.0k	35.51	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$283k	NEW	4.8k	59.39	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$283k		4.6k	61.94	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$282k	NEW	4.4k	64.38	View chart
Truist Financial Corp equities (TFC)	0.0	$279k	NEW	6.1k	45.72	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$274k	NEW	3.1k	87.21	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$273k	-81%	11k	25.19	View chart
Copart (CPRT)	0.0	$271k		6.0k	44.97	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$271k		5.4k	49.84	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$269k		2.8k	97.08	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$269k		1.9k	142.42	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.0	$267k		3.2k	83.41	View chart
Ge Aerospace Com New (GE)	0.0	$267k	NEW	888.00	300.83	View chart
Enterprise Products Partners (EPD)	0.0	$267k	NEW	8.5k	31.27	View chart
Thermo Fisher Scientific (TMO)	0.0	$267k	NEW	550.00	485.02	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$263k		2.8k	94.60	View chart
Martin Marietta Materials (MLM)	0.0	$263k	NEW	417.00	629.66	View chart
Ryder System (R)	0.0	$262k	NEW	1.4k	188.64	View chart
Crane Holdings (CXT)	0.0	$260k	NEW	3.9k	67.07	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$259k	NEW	1.7k	148.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$257k	-4%	3.1k	82.95	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.0	$256k	-30%	12k	22.28	View chart
Labcorp Holdings Com Shs (LH)	0.0	$256k	NEW	890.00	287.13	View chart
Eaton Corp SHS (ETN)	0.0	$252k	NEW	673.00	374.25	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.0	$248k	-39%	3.3k	75.24	View chart
Phillips 66 (PSX)	0.0	$245k	NEW	1.8k	136.05	View chart
Applied Industrial Technologies (AIT)	0.0	$244k	NEW	936.00	261.05	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.0	$244k	NEW	15k	16.30	View chart
3M Company (MMM)	0.0	$243k	NEW	1.6k	155.22	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$242k	NEW	2.4k	101.93	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$241k	NEW	3.7k	64.81	View chart
Elevation Series Trust Trueshares Oct	0.0	$239k	NEW	5.5k	43.46	View chart
Cummins (CMI)	0.0	$239k	NEW	566.00	422.16	View chart
Lam Research Corp Com New (LRCX)	0.0	$239k	NEW	1.8k	133.90	View chart
Intel Corporation (INTC)	0.0	$238k	NEW	7.1k	33.55	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$236k	NEW	3.9k	60.08	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.0	$234k	NEW	5.2k	45.45	View chart
Ishares Msci Cda Etf (EWC)	0.0	$234k	NEW	4.6k	50.55	View chart
Canadian Natl Ry (CNI)	0.0	$234k	+14%	2.5k	94.30	View chart
Qorvo (QRVO)	0.0	$232k	NEW	2.6k	91.08	View chart
Bristol Myers Squibb (BMY)	0.0	$230k	NEW	5.1k	45.10	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$230k		4.0k	57.04	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.0	$229k	NEW	5.9k	38.50	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$227k	NEW	3.3k	68.39	View chart
Metropcs Communications (TMUS)	0.0	$227k	NEW	949.00	239.38	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$227k		4.6k	49.82	View chart
L3harris Technologies (LHX)	0.0	$227k	NEW	742.00	305.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$225k	NEW	1.4k	164.60	View chart
Wells Fargo & Company (WFC)	0.0	$224k	NEW	2.7k	83.82	View chart
Royal Caribbean Cruises (RCL)	0.0	$223k	+3%	689.00	323.79	View chart
Marathon Petroleum Corp (MPC)	0.0	$222k	NEW	1.2k	192.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$219k	-39%	7.5k	29.23	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$217k	NEW	2.2k	99.79	View chart
Blackrock (BLK)	0.0	$217k	NEW	186.00	1165.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$217k	NEW	1.0k	206.51	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$215k		5.6k	38.43	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$214k	NEW	4.0k	53.41	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.0	$213k	NEW	7.4k	28.88	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$213k	NEW	3.0k	70.97	View chart
Danaher Corporation (DHR)	0.0	$212k	NEW	1.1k	198.26	View chart
Nike CL B (NKE)	0.0	$211k	NEW	3.0k	69.72	View chart
O'reilly Automotive (ORLY)	0.0	$210k	NEW	1.9k	107.81	View chart
Citigroup Com New (C)	0.0	$208k	NEW	2.0k	101.51	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$207k	NEW	4.6k	45.21	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$206k	NEW	3.3k	62.47	View chart
Sempra Energy (SRE)	0.0	$205k	NEW	2.3k	89.98	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$203k	NEW	3.0k	66.90	View chart
Occidental Petroleum Corporation (OXY)	0.0	$201k	NEW	4.3k	47.25	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$201k	NEW	628.00	320.21	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$188k	+16%	12k	15.90	View chart
Ford Motor Company (F)	0.0	$130k	NEW	11k	11.96	View chart
Endeavour Silver Corp (EXK)	0.0	$118k	NEW	15k	7.84	View chart
Pacific Ethanol (ALTO)	0.0	$26k		24k	1.08	View chart
Advantage Solutions Com Cl A (ADV)	0.0	$18k	NEW	12k	1.53	View chart
Cognition Therapeutics (CGTX)	0.0	$14k		10k	1.35	View chart
Immunic (IMUX)	0.0	$9.2k		10k	0.88	View chart

Past Filings by Retirement Planning Group

SEC 13F filings are viewable for Retirement Planning Group going back to 2010

Retirement Planning Group 2025 Q3 filed Oct. 27, 2025
Retirement Planning Group 2025 Q2 filed July 30, 2025
Retirement Planning Group 2025 Q1 filed April 10, 2025
Retirement Planning Group 2024 Q4 filed Feb. 18, 2025
Retirement Planning Group 2024 Q3 filed Oct. 10, 2024
Retirement Planning Group 2024 Q2 filed July 12, 2024
Retirement Planning Group 2024 Q1 filed April 12, 2024
Retirement Planning Group 2023 Q4 filed Jan. 16, 2024
Retirement Planning Group 2023 Q3 filed Oct. 25, 2023
Retirement Planning Group 2023 Q2 filed July 24, 2023
Retirement Planning Group 2023 Q1 filed April 20, 2023
Retirement Planning Group 2022 Q4 filed Jan. 19, 2023
Retirement Planning Group 2022 Q3 filed Oct. 14, 2022
Retirement Planning Group 2022 Q2 filed July 13, 2022
Retirement Planning Group 2022 Q1 filed April 19, 2022
Retirement Planning Group 2021 Q4 filed Jan. 20, 2022

View all past filings

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