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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 36.03% of Retirement Planning Group's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$12M), UBND (+$12M), VOO (+$12M), FSMD (+$9.6M), FBND (+$9.2M), QGRW (+$7.1M), DIVI (+$7.0M), FDVV (+$6.6M), BNDI (+$6.4M), NFLT (+$6.2M).
Started 31 new stock positions in SEB, MATX, VRTX, NVS, PLD, ENB, MCK, BOCT, PKW, GLW.
Reduced shares in these 10 stocks: VTV, VUG, BIV, VIG, VEA, SCHB, QQQ, VCRB, GSLC, IQLT.
Sold out of its positions in ADV, CAVA, CELH, CXT, FBTC, MZTI, MPC, MDLZ, NKE, ORLY. OXY, HOOD, TMUS, MMM, FLUT, CRSP, RCL.
Retirement Planning Group was a net buyer of stock by $121M.
Retirement Planning Group has $3.0B in assets under management (AUM), dropping by 5.71%.
Central Index Key (CIK): 0001508195

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Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 421 positions in its portfolio as reported in the December 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)	10.7	$325M	+3%	519k	627.13	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	8.1	$247M	+2%	4.2M	58.67	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	6.3	$193M	+3%	5.0M	38.89	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	5.8	$177M	+5%	4.0M	44.13	View chart
Pimco Etf Tr Multisector Bd (PYLD)	5.1	$154M	+8%	5.8M	26.68	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	4.7	$143M	+8%	6.5M	22.00	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.3	$131M	+5%	2.3M	56.69	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.2	$129M	+4%	2.9M	44.50	View chart
Ea Series Trust Freedom 100 Em (FRDM)	4.1	$124M		2.4M	51.27	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.8	$115M	+8%	2.5M	46.04	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	3.0	$90M	+7%	3.9M	23.04	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	2.7	$83M	+8%	1.8M	47.56	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.3	$71M	+5%	1.2M	58.73	View chart
Apple (AAPL)	1.6	$49M		180k	271.86	View chart
Costco Wholesale Corporation (COST)	1.4	$43M		50k	862.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$40M	+7%	58k	681.92	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$36M	-11%	74k	487.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$31M	-4%	1.2M	26.23	View chart
Microsoft Corporation (MSFT)	0.9	$29M	+4%	59k	483.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$25M	-4%	41k	614.31	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	0.8	$25M	+7%	990k	25.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$24M	-7%	110k	219.78	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$23M	-4%	177k	132.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$22M	-18%	115k	190.99	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$21M	+14%	212k	100.38	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.7	$21M	+6%	247k	84.88	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$18M	-3%	324k	56.81	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$18M	-5%	387k	45.45	View chart
Wal-Mart Stores (WMT)	0.4	$13M	+6%	120k	111.41	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$13M	-6%	117k	113.86	View chart
NVIDIA Corporation (NVDA)	0.4	$12M	+23%	67k	186.50	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.4	$12M	+2%	245k	49.73	View chart
Amazon (AMZN)	0.4	$12M	+2%	52k	230.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$12M	+58%	16k	753.76	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$10M	-2%	116k	89.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$10M		31k	335.27	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$9.6M	+3%	123k	77.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$8.8M	-3%	72k	123.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$8.0M	-16%	129k	62.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$7.9M	-9%	107k	74.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$7.6M		11k	684.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$7.5M		19k	396.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$7.1M	-2%	294k	24.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$7.0M		215k	32.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$6.9M	+4%	33k	209.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$6.7M	-3%	111k	60.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$6.4M	+5%	21k	312.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$6.2M	-31%	80k	77.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$6.1M	+3%	19k	313.80	View chart
Spdr Series Trust State Street Spd (SPTI)	0.2	$5.8M	-6%	201k	28.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.4M	-3%	19k	290.21	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.2	$5.4M	-5%	60k	91.31	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$5.3M	+332%	28k	193.63	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$5.3M	+78%	44k	119.41	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$5.3M		73k	72.68	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$5.3M		80k	65.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$5.0M	+11%	88k	57.24	View chart
Philip Morris International (PM)	0.2	$4.8M	-11%	30k	160.40	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$4.7M	-2%	89k	53.05	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.2	$4.7M	-11%	100k	47.25	View chart
Vanguard World Industrial Etf (VIS)	0.2	$4.7M	+581%	16k	298.38	View chart
Home Depot (HD)	0.1	$4.6M	+6%	13k	344.09	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$4.5M	+21%	89k	51.19	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.5M	+9%	9.3k	483.67	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$4.5M	+597%	11k	393.92	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$4.4M		42k	104.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$4.3M		8.6k	502.64	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.3M		36k	120.34	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.3M	+13%	96k	44.32	View chart
Johnson & Johnson (JNJ)	0.1	$4.2M	+14%	20k	206.95	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$4.2M	+22%	83k	50.50	View chart
JPMorgan Chase & Co. (JPM)	0.1	$4.2M		13k	322.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.1M	-5%	34k	120.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$4.1M		102k	39.59	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$3.7M	+4%	288k	12.88	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$3.6M		68k	53.51	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.1	$3.6M	+11%	143k	25.34	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$3.6M	+118%	25k	143.97	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.6M	-3%	84k	42.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.6M	-13%	67k	53.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.6M	+3%	24k	148.69	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.4M	+39%	29k	117.21	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$3.4M	+3%	45k	74.94	View chart
Pepsi (PEP)	0.1	$3.3M	+10%	23k	143.52	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$3.3M	+29%	133k	24.87	View chart
Procter & Gamble Company (PG)	0.1	$3.3M	+3%	23k	143.31	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$3.2M		43k	74.17	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$3.2M	+13%	67k	47.02	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$3.2M	+11%	121k	26.24	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$3.0M	+18%	77k	39.11	View chart
S&p Global (SPGI)	0.1	$3.0M		5.7k	522.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.0M	-14%	34k	88.49	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$3.0M	-6%	51k	57.91	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$2.9M	-8%	36k	80.22	View chart
Tesla Motors (TSLA)	0.1	$2.6M	+5%	5.8k	449.73	View chart
Abbvie (ABBV)	0.1	$2.6M	+13%	11k	228.49	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$2.6M		12k	211.24	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.5M	-2%	41k	61.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.5M	-3%	26k	96.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.5M	-19%	9.8k	257.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.4M	-3%	32k	75.44	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.4M	+5%	34k	69.42	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.4M		37k	63.18	View chart
Meta Platforms Cl A (META)	0.1	$2.3M	+4%	3.5k	660.02	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.3M	-26%	13k	177.75	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.3M	-3%	23k	96.88	View chart
Netflix (NFLX)	0.1	$2.2M	+894%	24k	93.76	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$2.2M		26k	82.48	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$2.2M	+13%	47k	46.08	View chart
Broadcom (AVGO)	0.1	$2.1M	+7%	6.1k	346.11	View chart
International Business Machines (IBM)	0.1	$2.1M	+11%	7.2k	296.19	View chart
Southern Company (SO)	0.1	$2.1M		24k	87.20	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$2.1M	-5%	8.5k	241.25	View chart
Touchstone Etf Trust Securitized Inco (TSEC)	0.1	$2.1M	+12%	78k	26.17	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$2.1M	+4%	4.6k	444.56	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.0M		4.3k	468.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.0M		74k	27.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.0M	-7%	85k	23.37	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.0M	+7%	11k	183.40	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.0M		40k	49.46	View chart
Eli Lilly & Co. (LLY)	0.1	$2.0M	+21%	1.8k	1074.70	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.0M		16k	121.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.9M		66k	29.61	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.9M	+8%	11k	185.04	View chart
McDonald's Corporation (MCD)	0.1	$1.9M	+11%	6.2k	305.64	View chart
Ishares Tr S&p 500 Buywrite (IVVW)	0.1	$1.9M	+10%	41k	45.53	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$1.9M	-2%	19k	99.22	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.8M		37k	49.59	View chart
Abbott Laboratories (ABT)	0.1	$1.8M		14k	125.29	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$1.8M	-3%	14k	126.67	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$1.7M	+78%	34k	52.06	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.7M	NEW	26k	65.51	View chart
Deere & Company (DE)	0.1	$1.7M	+27%	3.7k	465.57	View chart
Evergy (EVRG)	0.1	$1.7M	+2%	24k	72.49	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$1.7M	+14%	17k	100.03	View chart
Cisco Systems (CSCO)	0.1	$1.7M	+6%	22k	77.03	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.7M	-3%	18k	94.16	View chart
Coca-Cola Company (KO)	0.1	$1.7M	+10%	24k	69.91	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.7M	-3%	18k	93.08	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$1.7M		26k	64.39	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.6M		16k	99.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.6M		8.2k	198.62	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	0.1	$1.6M	+354%	52k	30.69	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$1.6M	+2%	9.4k	168.29	View chart
Visa Com Cl A (V)	0.1	$1.6M	-2%	4.5k	350.74	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.1	$1.6M	-2%	25k	63.77	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$1.5M		8.3k	181.22	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$1.5M		32k	47.42	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$1.5M	-5%	31k	47.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.5M		6.0k	246.15	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$1.5M	+7%	13k	117.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.4M		24k	60.81	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.4M		3.7k	386.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.4M	+2%	3.0k	473.32	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$1.4M		18k	77.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$1.4M	-7%	18k	78.81	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$1.4M	-43%	18k	77.89	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$1.4M	+93%	31k	44.71	View chart
Leidos Holdings (LDOS)	0.0	$1.4M	-7%	7.6k	180.40	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$1.3M		11k	119.75	View chart
Ishares Msci World Etf (URTH)	0.0	$1.3M		7.2k	185.77	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$1.3M		16k	82.34	View chart
Caterpillar (CAT)	0.0	$1.3M	+2%	2.3k	572.99	View chart
Neos Etf Trust Bitcoin High Inc (BTCI)	0.0	$1.3M	+26%	30k	44.02	View chart
ConocoPhillips (COP)	0.0	$1.3M	+4%	14k	93.61	View chart
Royal Gold (RGLD)	0.0	$1.3M		5.8k	222.29	View chart
Vanguard World Health Car Etf (VHT)	0.0	$1.3M		4.4k	287.88	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$1.3M		8.1k	154.80	View chart
PNC Financial Services (PNC)	0.0	$1.2M	+5%	5.9k	208.73	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$1.2M		7.9k	155.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$1.2M		3.1k	373.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.2M	+4%	44k	26.91	View chart
Altria (MO)	0.0	$1.2M	+9%	20k	57.66	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$1.2M	+75%	23k	50.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.2M		3.8k	302.15	View chart
Waste Management (WM)	0.0	$1.2M	-7%	5.3k	219.71	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$1.1M	-18%	3.8k	301.13	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$1.1M	+9%	64k	17.67	View chart
Verizon Communications (VZ)	0.0	$1.1M	-2%	28k	40.73	View chart
Lowe's Companies (LOW)	0.0	$1.1M	+9%	4.6k	241.17	View chart
Vanguard World Financials Etf (VFH)	0.0	$1.1M	+8%	8.3k	133.49	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$1.1M	+4%	4.9k	224.66	View chart
Advanced Micro Devices (AMD)	0.0	$1.1M	+5%	5.0k	214.17	View chart
Amgen (AMGN)	0.0	$1.0M	-10%	3.2k	327.33	View chart
Starbucks Corporation (SBUX)	0.0	$1.0M	-3%	12k	84.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.0M	-10%	16k	66.00	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$1.0M		10k	100.83	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$1.0M		9.6k	106.70	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$1.0M	-2%	13k	79.87	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$1.0M	+11%	7.3k	139.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$1.0M	+30%	5.0k	199.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$989k	-12%	4.7k	211.79	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$987k	+4%	15k	64.42	View chart
Solaris Energy Infras Com Cl A (SEI)	0.0	$986k	-42%	22k	45.97	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$980k		18k	54.77	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$967k		13k	74.28	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.0	$964k		449.00	2146.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$961k	-6%	5.0k	191.57	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.0	$927k	-19%	21k	43.70	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.0	$916k	+10%	41k	22.27	View chart
Chevron Corporation (CVX)	0.0	$905k		5.9k	152.40	View chart
Oracle Corporation (ORCL)	0.0	$896k	+8%	4.6k	194.89	View chart
Oneok (OKE)	0.0	$893k	+2%	12k	73.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$862k		19k	45.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$848k		19k	44.94	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$832k	-3%	7.9k	105.69	View chart
Bank of America Corporation (BAC)	0.0	$831k	+5%	15k	55.00	View chart
Amphenol Corp Cl A (APH)	0.0	$830k	+11%	6.1k	135.14	View chart
salesforce (CRM)	0.0	$827k		3.1k	264.91	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$825k	-7%	21k	39.92	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$815k		27k	30.07	View chart
Bk Nova Cad (BNS)	0.0	$810k		11k	73.69	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$808k		17k	49.08	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$807k		8.4k	96.27	View chart
Northrop Grumman Corporation (NOC)	0.0	$794k	+4%	1.4k	570.04	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$773k	-9%	5.5k	141.14	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$771k		12k	65.91	View chart
First Hawaiian (FHB)	0.0	$737k		29k	25.30	View chart
Morgan Stanley Com New (MS)	0.0	$732k	+36%	4.1k	177.53	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.0	$724k	NEW	20k	35.48	View chart
UnitedHealth (UNH)	0.0	$718k	-3%	2.2k	330.04	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.0	$717k	+11%	21k	33.90	View chart
Crane Company Common Stock (CR)	0.0	$715k		3.9k	184.43	View chart
American Express Company (AXP)	0.0	$707k	-2%	1.9k	369.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$705k	-18%	14k	50.29	View chart
Lpl Financial Holdings (LPLA)	0.0	$699k	+7%	2.0k	357.17	View chart
PPL Corporation (PPL)	0.0	$697k	+13%	20k	35.02	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$693k	-8%	8.9k	77.53	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$682k		8.2k	83.61	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.0	$681k		10k	68.37	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$677k		16k	43.25	View chart
Merck & Co (MRK)	0.0	$666k	+23%	6.3k	105.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$663k		6.6k	99.88	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$649k		12k	53.94	View chart
Gilead Sciences (GILD)	0.0	$642k	NEW	5.2k	122.75	View chart
Qualcomm (QCOM)	0.0	$639k	-3%	3.7k	171.03	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$631k	+2%	6.8k	93.12	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$628k	-6%	17k	36.23	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$623k	+26%	13k	49.65	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.0	$620k	-16%	22k	28.47	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.0	$610k		17k	35.90	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$610k	-31%	13k	48.68	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$609k		6.1k	100.26	View chart
Nextera Energy (NEE)	0.0	$606k	-9%	7.6k	80.28	View chart
Walt Disney Company (DIS)	0.0	$603k	-9%	5.3k	113.76	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$600k		4.7k	128.93	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$590k		1.9k	309.04	View chart
Mastercard Incorporated Cl A (MA)	0.0	$590k	+8%	1.0k	570.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$585k	+5%	2.8k	210.32	View chart
General Dynamics Corporation (GD)	0.0	$577k		1.7k	336.58	View chart
Select Water Solutions Cl A Com (WTTR)	0.0	$573k		54k	10.52	View chart
SYSCO Corporation (SYY)	0.0	$570k	+20%	7.7k	73.69	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.0	$566k	-20%	23k	24.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$564k		7.7k	73.56	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$556k		12k	44.82	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$555k	+6%	11k	51.87	View chart
Micron Technology (MU)	0.0	$553k	+10%	1.9k	285.41	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.0	$550k	-26%	15k	37.67	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$547k	-3%	7.9k	69.47	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$542k	-4%	11k	49.84	View chart
Coreweave Com Cl A (CRWV)	0.0	$535k		7.5k	71.61	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$533k	+3%	8.2k	65.10	View chart
Honeywell International (HON)	0.0	$531k	-2%	2.7k	195.07	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$524k	+3%	14k	38.32	View chart
Goldman Sachs (GS)	0.0	$519k	+25%	590.00	879.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$518k	+2%	18k	28.48	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$516k		11k	47.53	View chart
At&t (T)	0.0	$514k	+4%	21k	24.84	View chart
Truist Financial Corp equities (TFC)	0.0	$510k	+69%	10k	49.21	View chart
FirstEnergy (FE)	0.0	$500k	+8%	11k	44.77	View chart
Stryker Corporation (SYK)	0.0	$499k		1.4k	351.47	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$499k		19k	26.57	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$492k	+2%	11k	44.41	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.0	$487k	+3%	11k	42.79	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$467k		14k	32.75	View chart
Old Dominion Freight Line (ODFL)	0.0	$465k	+2%	3.0k	156.80	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$464k		9.4k	49.25	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$460k	+6%	10k	44.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$458k		3.2k	141.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$458k		5.1k	89.46	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$457k	-14%	6.6k	69.52	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$449k	+20%	5.4k	82.50	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.0	$447k	-20%	12k	37.03	View chart
McKesson Corporation (MCK)	0.0	$446k	NEW	544.00	820.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$446k		11k	39.59	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$445k	-35%	6.4k	69.43	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.0	$444k	-17%	8.7k	51.31	View chart
Fortinet (FTNT)	0.0	$433k		5.5k	79.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$425k	+6%	10k	41.78	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$415k		5.1k	80.73	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$414k	-34%	13k	32.77	View chart
Vanguard World Materials Etf (VAW)	0.0	$408k	-4%	2.0k	207.51	View chart
Norfolk Southern (NSC)	0.0	$408k	+13%	1.4k	288.68	View chart
Boeing Company (BA)	0.0	$399k	+5%	1.8k	217.06	View chart
Travelers Companies (TRV)	0.0	$398k		1.4k	290.06	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$397k		1.8k	218.02	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.0	$397k		9.0k	43.98	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$397k		4.8k	82.48	View chart
Medtronic SHS (MDT)	0.0	$396k	+20%	4.1k	96.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$396k		9.0k	43.92	View chart
Blackrock (BLK)	0.0	$394k	+97%	368.00	1071.03	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$394k		4.2k	92.73	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$390k		10k	38.11	View chart
Baker Hughes Company Cl A (BKR)	0.0	$381k		8.4k	45.54	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$380k	-2%	8.1k	46.86	View chart
Vanguard World Energy Etf (VDE)	0.0	$378k	+5%	3.0k	125.92	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$376k	-20%	8.6k	43.64	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$368k	NEW	6.6k	55.58	View chart
Union Pacific Corporation (UNP)	0.0	$361k	-11%	1.6k	231.31	View chart
CBOE Holdings (CBOE)	0.0	$358k		1.4k	251.00	View chart
Thermo Fisher Scientific (TMO)	0.0	$354k	+11%	611.00	579.45	View chart
Kroger (KR)	0.0	$348k		5.6k	62.48	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.0	$346k		15k	23.82	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$342k	+53%	5.1k	66.92	View chart
AutoNation (AN)	0.0	$336k		1.6k	206.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$334k		8.0k	41.88	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$332k	-2%	8.3k	39.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$331k	+29%	4.0k	82.81	View chart
Yum! Brands (YUM)	0.0	$331k	-33%	2.2k	151.31	View chart
Aon Shs Cl A (AON)	0.0	$330k	+5%	936.00	353.01	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.0	$328k	+31%	4.3k	75.58	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$327k		2.7k	120.95	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$324k	+4%	786.00	412.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$322k		6.9k	46.43	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$322k		3.5k	92.43	View chart
Bristol Myers Squibb (BMY)	0.0	$320k	+16%	5.9k	53.94	View chart
Ishares Msci Switzerland (EWL)	0.0	$320k		5.3k	59.96	View chart
Pfizer (PFE)	0.0	$319k	-6%	13k	24.90	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$317k		4.7k	67.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$316k	+3%	1.8k	177.37	View chart
Applied Materials (AMAT)	0.0	$316k	NEW	1.2k	256.99	View chart
Lam Research Corp Com New (LRCX)	0.0	$314k	+2%	1.8k	171.18	View chart
Bank of New York Mellon Corporation (BK)	0.0	$311k		2.7k	116.09	View chart
Phillips 66 (PSX)	0.0	$311k	+33%	2.4k	129.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$309k	NEW	3.2k	96.17	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$309k		4.3k	71.45	View chart
Public Service Enterprise (PEG)	0.0	$307k		3.8k	80.30	View chart
Wells Fargo & Company (WFC)	0.0	$306k	+22%	3.3k	93.19	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.0	$300k	+21%	18k	16.47	View chart
Ryder System (R)	0.0	$296k	+11%	1.5k	191.39	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$294k	+9%	1.9k	153.96	View chart
CSX Corporation (CSX)	0.0	$293k		8.1k	36.25	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$293k		4.6k	64.10	View chart
Martin Marietta Materials (MLM)	0.0	$292k	+12%	469.00	622.33	View chart
Corning Incorporated (GLW)	0.0	$292k	NEW	3.3k	87.56	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$292k		4.8k	60.35	View chart
Freeport-mcmoran CL B (FCX)	0.0	$288k	NEW	5.7k	50.79	View chart
Enterprise Products Partners (EPD)	0.0	$286k	+4%	8.9k	32.06	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$286k	-17%	2.4k	121.59	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$285k		4.4k	65.01	View chart
Canadian Natl Ry (CNI)	0.0	$284k	+16%	2.9k	98.85	View chart
Cummins (CMI)	0.0	$278k	-3%	544.00	510.19	View chart
Eaton Corp SHS (ETN)	0.0	$274k	+27%	859.00	318.51	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$271k		3.2k	84.65	View chart
Citigroup Com New (C)	0.0	$271k	+13%	2.3k	116.70	View chart
Zillow Group Cl C Cap Stk (Z)	0.0	$269k		3.9k	68.22	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$266k	+2%	2.8k	93.90	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$264k	-2%	2.7k	97.51	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$261k	-2%	5.3k	49.19	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$260k	+94%	6.1k	42.69	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$259k		1.9k	136.97	View chart
L3harris Technologies (LHX)	0.0	$258k	+18%	880.00	293.57	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.0	$256k		5.9k	42.99	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$255k	+4%	4.1k	62.15	View chart
Labcorp Holdings Com Shs (LH)	0.0	$255k	+14%	1.0k	250.86	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.0	$254k	+9%	5.6k	45.01	View chart
Ishares Msci Cda Etf (EWC)	0.0	$253k		4.7k	53.93	View chart
Ge Aerospace Com New (GE)	0.0	$252k	-7%	817.00	308.06	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$251k	-15%	2.9k	86.15	View chart
Enbridge (ENB)	0.0	$247k	NEW	5.2k	47.83	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$247k	-9%	9.8k	25.17	View chart
Parker-Hannifin Corporation (PH)	0.0	$244k	NEW	277.00	878.96	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$241k		2.4k	101.58	View chart
Intel Corporation (INTC)	0.0	$241k	-7%	6.5k	36.90	View chart
Manulife Finl Corp (MFC)	0.0	$241k	NEW	6.6k	36.28	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$240k	+4%	1.4k	168.00	View chart
Danaher Corporation (DHR)	0.0	$239k	-2%	1.0k	228.92	View chart
Applied Industrial Technologies (AIT)	0.0	$239k		931.00	256.77	View chart
W.W. Grainger (GWW)	0.0	$238k	NEW	236.00	1009.05	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.0	$237k		2.7k	87.17	View chart
Seaboard Corporation (SEB)	0.0	$236k	NEW	53.00	4444.81	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$234k		4.1k	57.46	View chart
Elevation Series Trust Trueshares Oct (OCTZ)	0.0	$234k		5.5k	42.55	View chart
Copart (CPRT)	0.0	$231k	-2%	5.9k	39.15	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.0	$231k	+5%	7.8k	29.63	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$230k		4.6k	50.08	View chart
Novartis Sponsored Adr (NVS)	0.0	$230k	NEW	1.7k	137.87	View chart
Matson (MATX)	0.0	$228k	NEW	1.8k	123.52	View chart
Prologis (PLD)	0.0	$226k	NEW	1.8k	127.64	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.0	$224k	-12%	10k	22.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$223k		1.0k	212.14	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$222k	NEW	4.5k	49.42	View chart
Chubb (CB)	0.0	$221k	NEW	709.00	312.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$220k		4.0k	54.71	View chart
Nasdaq Omx (NDAQ)	0.0	$219k	NEW	2.3k	97.13	View chart
Us Bancorp Del Com New (USB)	0.0	$219k	NEW	4.1k	53.35	View chart
Sempra Energy (SRE)	0.0	$218k	+8%	2.5k	88.29	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$218k		5.6k	39.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$217k		7.5k	29.02	View chart
Clorox Company (CLX)	0.0	$216k	-10%	2.1k	100.83	View chart
Qorvo (QRVO)	0.0	$216k		2.6k	84.51	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$215k	NEW	3.0k	72.63	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$215k	-2%	2.9k	73.28	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$213k	NEW	470.00	453.36	View chart
Ishares Tr Future Exponenti (XT)	0.0	$211k	NEW	3.0k	69.74	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.0	$206k	NEW	6.6k	31.21	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$204k	-4%	4.4k	46.92	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$204k		3.0k	67.43	View chart
SLB Com Stk (SLB)	0.0	$204k	NEW	5.3k	38.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$203k	NEW	1.4k	143.52	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$203k	NEW	1.5k	134.32	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$203k		629.00	322.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$200k	NEW	4.6k	43.72	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$156k	-14%	10k	15.34	View chart
Ford Motor Company (F)	0.0	$152k	+6%	12k	13.12	View chart
Endeavour Silver Corp (EXK)	0.0	$141k		15k	9.40	View chart
Calamos Global Total Return Com Sh Ben Int (CGO)	0.0	$128k	NEW	11k	11.39	View chart
Pacific Ethanol (ALTO)	0.0	$69k		24k	2.88	View chart
Prairie Oper (PROP)	0.0	$29k	NEW	17k	1.69	View chart
Cognition Therapeutics (CGTX)	0.0	$14k		10k	1.35	View chart
Immunic (IMUX)	0.0	$5.6k		10k	0.53	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 Q4 filed Feb. 3, 2026
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

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