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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 35.94% of Retirement Planning Group's stock portfolio.
Added to shares of these 10 stocks: VOO (+$186M), QGRW (+$147M), DIVI (+$82M), FDVV (+$78M), FSMD (+$35M), UBND (+$27M), PYLD (+$19M), FBND (+$17M), BNDI (+$15M), COST (+$14M).
Started 41 new stock positions in SMMD, VCRM, EWL, VCRB, HMOP, VDE, HON, EPD, SYK, IMUX.
Reduced shares in these 10 stocks: SPGP (-$112M), VIG (-$110M), SCHB (-$86M), GSLC (-$81M), IQLT (-$72M), DIVO (-$41M), CSHI (-$6.8M), BND (-$5.1M), COWZ (-$5.1M), ITOT.
Sold out of its positions in BCI, BA, CP, DFAS, DFAX, KNG, GIS, TLT, IYW, MBB. IEI, INTF, IUSB, OXY, SPIB, MDY, SVOL, MGC, BNDX, VOX, VCSH, AGZD.
Retirement Planning Group was a net buyer of stock by $163M.
Retirement Planning Group has $2.1B in assets under management (AUM), dropping by 7.29%.
Central Index Key (CIK): 0001508195

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Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 296 positions in its portfolio as reported in the March 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	$227M	+452%	441k	513.91	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	6.9	$147M	NEW	3.3M	43.90	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	6.5	$139M	+145%	4.3M	32.59	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	6.4	$136M	+34%	3.5M	39.16	View chart
Pimco Etf Tr Multisector Bd (PYLD)	5.5	$118M	+19%	4.5M	26.35	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	5.1	$109M	-27%	2.7M	40.77	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	5.1	$108M	+33%	5.0M	21.80	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.3	$91M	+595%	1.8M	49.60	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.2	$90M	+22%	2.0M	45.65	View chart
Ea Series Trust Freedom 100 Em (FRDM)	3.9	$83M	+11%	2.4M	35.05	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	3.4	$72M	+21%	3.2M	22.57	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	3.0	$65M	+31%	1.4M	47.10	View chart
Costco Wholesale Corporation (COST)	2.1	$45M	+43%	48k	945.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.8	$38M	-69%	1.8M	21.53	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.7	$36M	-69%	322k	110.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$35M	-75%	182k	193.99	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$31M	+56%	84k	370.82	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.4	$29M	-79%	294k	99.88	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.3	$28M	-71%	715k	39.69	View chart
Apple (AAPL)	1.3	$28M		125k	222.13	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$24M	+109%	138k	172.74	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$20M	-20%	356k	54.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$19M	+2%	39k	468.92	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.8	$18M	-3%	353k	51.07	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.6	$13M	-33%	268k	49.63	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$11M	-31%	153k	73.45	View chart
Microsoft Corporation (MSFT)	0.5	$10M	+16%	27k	375.38	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$9.4M		117k	79.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$8.8M	+213%	115k	76.57	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$8.7M	-3%	304k	28.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$8.4M	+99%	166k	50.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$8.1M	+9%	30k	274.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$6.8M		73k	92.83	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$6.2M	-5%	105k	58.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$6.0M	-9%	11k	561.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$5.7M	+15%	288k	19.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.3M	-3%	21k	258.61	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$5.2M		115k	45.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$5.2M	-14%	9.3k	559.41	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$5.0M	+10%	26k	197.46	View chart
NVIDIA Corporation (NVDA)	0.2	$4.9M	+213%	45k	108.38	View chart
Amazon (AMZN)	0.2	$4.9M		26k	190.26	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$4.7M	-43%	85k	55.09	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.2	$4.3M	-5%	83k	51.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$4.3M	-2%	15k	288.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.1M	+13%	7.6k	532.61	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.2	$4.0M		158k	25.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.9M	+25%	157k	25.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$3.7M	+13%	41k	90.54	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$3.6M	+35%	18k	206.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.6M	+67%	80k	45.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.6M	-55%	29k	122.01	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$3.3M	+2%	64k	51.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.3M		99k	32.99	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$3.3M	-32%	35k	92.47	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.2M		89k	35.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.1M	-18%	30k	104.57	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$3.1M	-33%	123k	24.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.0M		53k	57.14	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$3.0M		37k	80.99	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$3.0M	NEW	39k	77.43	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$3.0M	-7%	37k	81.67	View chart
S&p Global (SPGI)	0.1	$2.9M		5.7k	508.10	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.9M	+173%	44k	65.76	View chart
Wal-Mart Stores (WMT)	0.1	$2.8M	-2%	32k	87.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.8M	-2%	5.2k	542.34	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$2.7M		44k	60.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.5M	+143%	11k	221.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.4M	-22%	30k	81.73	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$2.4M	+6%	11k	218.82	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.3M	-5%	101k	23.16	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.3M	+17%	19k	118.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.3M	NEW	46k	49.62	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.3M	+24%	27k	84.40	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.2M	-5%	42k	53.31	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.2M	-2%	26k	83.28	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.2M		38k	56.47	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.1M		42k	49.73	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$2.1M	+87%	48k	43.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.0M		13k	156.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$2.0M	-3%	13k	154.64	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.0M	+107%	32k	62.10	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.0M		40k	49.90	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.9M	-26%	13k	146.01	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$1.9M	-2%	28k	68.89	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.9M	-8%	70k	26.58	View chart
Blackrock 2037 Municipal Tar (BMN)	0.1	$1.9M		73k	25.35	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$1.9M	+26%	19k	100.21	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.8M	-10%	20k	93.45	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.8M		19k	93.66	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.7M		7.1k	245.30	View chart
Netflix (NFLX)	0.1	$1.7M	+2%	1.8k	932.76	View chart
Home Depot (HD)	0.1	$1.7M		4.6k	366.51	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$1.7M	-7%	36k	47.04	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$1.7M	-17%	10k	160.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.6M	-43%	21k	78.28	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.6M	-4%	35k	46.93	View chart
Eaton Vance Natl Mun Opport Com Shs (EOT)	0.1	$1.5M		90k	16.65	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.5M		4.4k	334.44	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$1.5M	+4%	38k	38.69	View chart
Evergy (EVRG)	0.1	$1.5M	-13%	21k	68.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.4M	-2%	8.5k	170.89	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$1.4M		26k	54.41	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$1.4M	-4%	14k	96.29	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$1.4M	+81%	88k	15.57	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$1.3M	-19%	47k	28.46	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.1	$1.3M	NEW	17k	78.74	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$1.3M	-5%	18k	74.19	View chart
Verizon Communications (VZ)	0.1	$1.3M		29k	45.36	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.3M	-33%	5.1k	251.76	View chart
Starbucks Corporation (SBUX)	0.1	$1.2M	+282%	13k	98.09	View chart
Touchstone Etf Trust Securitized Inco (TSEC)	0.1	$1.2M		47k	26.16	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$1.2M		25k	48.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	-4%	3.4k	352.58	View chart
Visa Com Cl A (V)	0.1	$1.2M	+20%	3.3k	350.47	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.1M		3.6k	317.64	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.1M	+71%	22k	51.94	View chart
Oneok (OKE)	0.1	$1.1M		11k	99.22	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$1.1M		16k	69.52	View chart
Ishares Msci World Etf (URTH)	0.1	$1.1M		7.3k	153.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M	-16%	5.6k	199.48	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.1M	-31%	5.7k	188.18	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.1M	-14%	12k	88.99	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$1.1M	NEW	11k	100.67	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.0	$1.1M	+82%	39k	27.39	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$1.1M	-28%	26k	41.42	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$1.0M	+82%	44k	23.72	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$1.0M	+81%	23k	44.59	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.0	$1.0M	+5%	38k	27.27	View chart
Meta Platforms Cl A (META)	0.0	$1.0M	+19%	1.8k	576.39	View chart
Altria (MO)	0.0	$1.0M		17k	60.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$1.0M	-14%	5.9k	173.23	View chart
Johnson & Johnson (JNJ)	0.0	$1.0M	+6%	6.1k	165.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.0M	-19%	46k	22.08	View chart
Royal Gold (RGLD)	0.0	$981k		6.0k	163.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$969k	-6%	5.2k	186.30	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$964k	NEW	19k	49.85	View chart
Lancaster Colony (LANC)	0.0	$931k	-2%	5.3k	175.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$929k		3.0k	306.74	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$928k	NEW	9.4k	98.40	View chart
International Business Machines (IBM)	0.0	$919k	+5%	3.7k	248.63	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$904k	NEW	9.7k	92.79	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$898k	-2%	6.8k	131.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$897k		15k	58.35	View chart
Coca-Cola Company (KO)	0.0	$888k	+2%	12k	71.62	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.0	$887k	+4%	43k	20.86	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$886k	-55%	13k	70.42	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$885k		13k	68.32	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$884k	-2%	6.6k	134.29	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$850k	NEW	14k	62.54	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.0	$848k	+3%	28k	30.88	View chart
Amgen (AMGN)	0.0	$845k	-17%	2.7k	311.54	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$831k	-31%	17k	48.64	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$819k	+8%	10k	80.37	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$804k		20k	39.67	View chart
Solaris Energy Infras Com Cl A (SEI)	0.0	$802k		37k	21.76	View chart
First Hawaiian (FHB)	0.0	$799k	-5%	33k	24.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$795k	-2%	20k	39.93	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$779k	-4%	23k	34.62	View chart
Cisco Systems (CSCO)	0.0	$757k		12k	61.71	View chart
Procter & Gamble Company (PG)	0.0	$754k	-5%	4.4k	170.41	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.0	$747k	NEW	10k	74.24	View chart
Charles Schwab Corporation (SCHW)	0.0	$745k		9.5k	78.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$739k		28k	26.20	View chart
Vanguard World Financials Etf (VFH)	0.0	$731k	+138%	6.1k	119.47	View chart
Cava Group Ord (CAVA)	0.0	$727k	-4%	8.4k	86.41	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.0	$719k	+2%	21k	34.85	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$717k	-3%	19k	37.78	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$715k		8.4k	85.07	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$715k	NEW	14k	50.00	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$693k	+33%	4.3k	161.26	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$689k	-41%	11k	63.53	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$660k	+2%	6.8k	96.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$660k	+5%	6.7k	98.92	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.0	$653k	+3%	15k	44.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$643k	-23%	23k	27.96	View chart
Broadcom (AVGO)	0.0	$643k	+71%	3.8k	167.44	View chart
Vanguard World Health Car Etf (VHT)	0.0	$639k	+56%	2.4k	264.71	View chart
Abbvie (ABBV)	0.0	$639k	+12%	3.0k	209.52	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$637k		9.1k	69.64	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$636k		12k	53.41	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.0	$623k	NEW	13k	49.72	View chart
Bk Nova Cad (BNS)	0.0	$617k	-6%	13k	47.43	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$615k	+5%	11k	56.13	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$599k	+65%	5.3k	112.84	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$575k	-21%	9.9k	57.88	View chart
Vanguard World Utilities Etf (VPU)	0.0	$574k	+11%	3.4k	170.82	View chart
Draftkings Com Cl A (DKNG)	0.0	$566k	-2%	17k	33.21	View chart
Pepsi (PEP)	0.0	$563k	-8%	3.8k	149.92	View chart
Select Water Solutions Cl A Com (WTTR)	0.0	$558k		53k	10.50	View chart
Fortinet (FTNT)	0.0	$538k	+2%	5.6k	96.26	View chart
Walt Disney Company (DIS)	0.0	$520k	+17%	5.3k	98.71	View chart
Lockheed Martin Corporation (LMT)	0.0	$511k	-15%	1.1k	446.59	View chart
Stag Industrial (STAG)	0.0	$502k	-41%	14k	36.12	View chart
Tesla Motors (TSLA)	0.0	$502k	+16%	1.9k	259.13	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$485k		1.9k	253.86	View chart
Southern Company (SO)	0.0	$479k	+4%	5.2k	91.94	View chart
Oracle Corporation (ORCL)	0.0	$475k	-4%	3.4k	139.82	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$464k	NEW	19k	24.44	View chart
Caterpillar (CAT)	0.0	$464k	-11%	1.4k	329.91	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.0	$463k	NEW	12k	38.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$462k	-3%	7.6k	60.66	View chart
Advanced Micro Devices (AMD)	0.0	$454k	+14%	4.4k	102.74	View chart
American Express Company (AXP)	0.0	$443k	+16%	1.6k	269.01	View chart
Abbott Laboratories (ABT)	0.0	$442k	+6%	3.3k	132.66	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$430k	+23%	8.7k	49.30	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$428k	NEW	5.8k	74.00	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$427k	-6%	4.4k	97.95	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$425k	+11%	12k	36.41	View chart
Merck & Co (MRK)	0.0	$416k	+2%	4.6k	89.77	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$414k		3.1k	132.26	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$411k	NEW	18k	23.43	View chart
At&t (T)	0.0	$409k	-11%	14k	28.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$403k		11k	35.80	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$401k		3.5k	115.95	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$401k	-8%	17k	23.01	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$396k		9.5k	41.78	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.0	$394k	+9%	17k	22.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$388k	-64%	1.1k	361.03	View chart
Eli Lilly & Co. (LLY)	0.0	$384k	+27%	465.00	825.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$383k		5.1k	75.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$382k		12k	30.82	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$375k	-7%	14k	27.57	View chart
Aon Shs Cl A (AON)	0.0	$373k	+4%	934.00	399.24	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$372k		9.7k	38.19	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.0	$369k		15k	25.42	View chart
Vanguard World Industrial Etf (VIS)	0.0	$366k	NEW	1.5k	247.55	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$362k		9.3k	38.85	View chart
Vanguard World Materials Etf (VAW)	0.0	$361k	+35%	1.9k	188.82	View chart
Mastercard Incorporated Cl A (MA)	0.0	$357k	-3%	652.00	547.71	View chart
Kroger (KR)	0.0	$357k		5.3k	67.69	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$356k		4.3k	82.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$354k		9.5k	37.22	View chart
Copart (CPRT)	0.0	$350k		6.2k	56.59	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$347k	+2%	8.5k	40.76	View chart
Travelers Companies (TRV)	0.0	$345k	+44%	1.3k	264.46	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$342k		9.6k	35.55	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$340k		1.8k	187.90	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$340k	+37%	6.8k	49.81	View chart
Clorox Company (CLX)	0.0	$329k		2.2k	147.25	View chart
Baker Hughes Company Cl A (BKR)	0.0	$327k		7.4k	43.95	View chart
Amphenol Corp Cl A (APH)	0.0	$323k		4.9k	65.59	View chart
Snowflake Cl A (SNOW)	0.0	$322k	NEW	2.2k	146.16	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$321k	+35%	3.4k	95.74	View chart
Qualcomm (QCOM)	0.0	$319k	-17%	2.1k	153.64	View chart
Thermo Fisher Scientific (TMO)	0.0	$319k	+41%	640.00	497.60	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$318k		4.2k	74.81	View chart
CBOE Holdings (CBOE)	0.0	$316k		1.4k	226.29	View chart
AmerisourceBergen (COR)	0.0	$310k		1.1k	278.00	View chart
Public Service Enterprise (PEG)	0.0	$308k		3.7k	82.30	View chart
Vanguard World Energy Etf (VDE)	0.0	$307k	NEW	2.4k	129.69	View chart
Bank of America Corporation (BAC)	0.0	$307k	-4%	7.4k	41.73	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$305k	+3%	4.5k	68.01	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$289k	NEW	5.7k	51.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$282k		7.6k	37.01	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$282k		3.5k	79.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$281k		1.8k	160.54	View chart
Lowe's Companies (LOW)	0.0	$279k	+19%	1.2k	233.28	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$273k	NEW	3.9k	70.21	View chart
Zillow Group Cl C Cap Stk (Z)	0.0	$271k	NEW	3.9k	68.56	View chart
Pfizer (PFE)	0.0	$269k	-14%	11k	25.34	View chart
Philip Morris International (PM)	0.0	$269k	NEW	1.7k	158.70	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$258k	-6%	4.8k	53.97	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$250k	-23%	3.2k	77.05	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$245k	NEW	1.9k	130.18	View chart
Albertsons Cos Common Stock (ACI)	0.0	$244k	-5%	11k	21.99	View chart
Celsius Hldgs Com New (CELH)	0.0	$244k	NEW	6.8k	35.62	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$243k	NEW	4.6k	53.25	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$242k	NEW	4.0k	60.89	View chart
Matson (MATX)	0.0	$235k		1.8k	128.15	View chart
salesforce (CRM)	0.0	$234k	+44%	871.00	268.46	View chart
Bank of New York Mellon Corporation (BK)	0.0	$231k		2.8k	83.87	View chart
Roper Industries (ROP)	0.0	$231k	NEW	392.00	588.90	View chart
Marsh & McLennan Companies (MMC)	0.0	$230k	-2%	944.00	244.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$228k		5.7k	40.19	View chart
Honeywell International (HON)	0.0	$226k	NEW	1.1k	211.76	View chart
UnitedHealth (UNH)	0.0	$225k	+5%	430.00	524.25	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$225k	-29%	1.9k	117.50	View chart
Fiserv (FI)	0.0	$225k	NEW	1.0k	220.83	View chart
Ishares Msci Switzerland (EWL)	0.0	$224k	NEW	4.3k	51.79	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.0	$224k	NEW	3.9k	57.90	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$222k		2.3k	95.36	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$218k	NEW	450.00	484.82	View chart
Enterprise Products Partners (EPD)	0.0	$214k	NEW	6.3k	34.14	View chart
Stryker Corporation (SYK)	0.0	$212k	NEW	569.00	372.44	View chart
Cintas Corporation (CTAS)	0.0	$211k	NEW	1.0k	205.53	View chart
W.W. Grainger (GWW)	0.0	$210k	+6%	213.00	987.83	View chart
Canadian Natl Ry (CNI)	0.0	$209k	-2%	2.1k	97.46	View chart
Listed Fd Tr Trueshares Oct (OCTZ)	0.0	$209k		5.5k	37.98	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$201k	NEW	3.6k	56.27	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$145k		10k	14.26	View chart
Aurora Innovation Class A Com (AUR)	0.0	$70k	NEW	10k	6.73	View chart
Pacific Ethanol (ALTO)	0.0	$27k	+33%	24k	1.14	View chart
Immunic (IMUX)	0.0	$11k	NEW	10k	1.09	View chart
Cognition Therapeutics (CGTX)	0.0	$4.2k	NEW	10k	0.42	View chart
Zomedica Corp	0.0	$588.700000	NEW	10k	0.06	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 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
Retirement Planning Group 2021 Q3 filed Oct. 18, 2021
Retirement Planning Group 2021 Q2 filed July 19, 2021

View all past filings

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