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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 VIG, DIVO, SPGP, SCHB, GSLC, and represent 34.67% of Retirement Planning Group's stock portfolio.
Added to shares of these 10 stocks: UBND (+$39M), BNDI (+$26M), PYLD (+$24M), FBND (+$22M), NFLT (+$19M), FSMD (+$7.4M), SPY (+$6.2M), QQQ (+$6.1M), EFA (+$5.9M), DGRW (+$5.8M).
Started 50 new stock positions in SCHA, SBUX, BLV, LLY, TELL, KO, LOW, APH, SCZ, ACI.
Reduced shares in these 10 stocks: BND (-$32M), CSHI (-$27M), BOTZ, GSLC, XAR, JVAL, COWZ, PULS, SCHB, SGOV.
Sold out of its positions in ELV, HRB, FXH, FLGB, FLSW, FLCA, JKHY, HON, EEMA, IXC. IYC, IDU, SHV, TFLO, ICSH, SGOV, BILS.
Retirement Planning Group was a net buyer of stock by $179M.
Retirement Planning Group has $1.8B in assets under management (AUM), dropping by 16.69%.
Central Index Key (CIK): 0001508195

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Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 264 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	7.4	$137M		689k	198.06	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	7.3	$134M	+3%	3.3M	41.19	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	7.2	$133M		1.3M	104.67	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	6.5	$119M		1.8M	66.52	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	6.2	$114M	-2%	1.0M	112.94	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	5.2	$95M	+8%	2.3M	41.40	View chart
Ishares Tr Msci Intl Qualty (IQLT)	5.0	$91M	+4%	2.2M	41.49	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.0	$73M	+47%	2.7M	26.65	View chart
Ea Series Trust Freedom 100 Em (FRDM)	3.6	$66M	+3%	1.9M	35.78	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	2.7	$50M	+4%	1.5M	33.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$46M	+6%	88k	527.67	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.4	$44M	+102%	941k	46.74	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	2.1	$39M	NEW	1.8M	22.25	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	2.1	$39M	-40%	785k	49.80	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	1.9	$36M	+113%	1.5M	23.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$34M	-48%	454k	75.11	View chart
Costco Wholesale Corporation (COST)	1.6	$30M		33k	886.52	View chart
Apple (AAPL)	1.6	$29M	+22%	125k	232.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.4	$26M	-6%	456k	57.83	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	1.4	$26M	NEW	527k	48.68	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$22M	+18%	58k	383.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$21M	+40%	43k	488.07	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.1	$20M		379k	52.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$13M	+23%	75k	174.57	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.6	$11M	+12%	213k	50.65	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$11M	+31%	173k	61.11	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$10M	+124%	126k	83.21	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$9.6M		329k	29.06	View chart
Microsoft Corporation (MSFT)	0.5	$9.4M	+19%	22k	430.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$8.1M	+13%	29k	283.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$8.0M	+134%	30k	263.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$7.7M		62k	125.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$7.2M	+27%	75k	95.75	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$7.2M		47k	154.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$6.9M	+923%	12k	573.74	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$6.8M	-2%	116k	59.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$6.7M	+177%	12k	576.83	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$5.9M	NEW	71k	83.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$5.7M	+408%	49k	116.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$5.7M	+1194%	72k	78.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$5.3M	+23%	128k	41.12	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.3	$5.2M	-10%	115k	45.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$5.2M	NEW	66k	78.37	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$5.1M	NEW	68k	75.17	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.3	$5.0M	-6%	201k	25.13	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$5.0M	-10%	53k	94.61	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$4.8M	+86%	49k	97.42	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.3	$4.7M	-45%	147k	32.15	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.2	$4.6M	+11%	88k	52.13	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$4.4M	-2%	22k	200.37	View chart
Amazon (AMZN)	0.2	$4.2M	+68%	23k	186.33	View chart
Canadian Pacific Kansas City (CP)	0.2	$4.0M		47k	85.54	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.2	$4.0M	-4%	158k	25.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.9M	+968%	74k	52.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$3.8M	-8%	16k	243.06	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.2	$3.6M	-42%	23k	157.34	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$3.6M	+3%	66k	54.68	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.5M	+7%	101k	34.29	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$3.3M	-3%	90k	36.17	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$3.3M	-43%	75k	43.57	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$3.3M		39k	83.00	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$3.1M		37k	84.04	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$3.1M	-4%	13k	230.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.0M		29k	104.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.0M	+11%	6.5k	460.23	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.0M	+17%	11k	267.36	View chart
S&p Global (SPGI)	0.2	$3.0M	NEW	5.7k	516.62	View chart
Wal-Mart Stores (WMT)	0.2	$2.9M	+86%	36k	80.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.8M	+2%	4.9k	586.52	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$2.8M	+23%	45k	62.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$2.8M		47k	59.51	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.7M	NEW	41k	67.70	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.7M	-30%	57k	47.52	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.5M	-8%	27k	91.93	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.4M		11k	225.76	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.4M	-3%	46k	52.99	View chart
Stag Industrial (STAG)	0.1	$2.4M	-8%	60k	39.09	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$2.3M	-17%	10k	218.48	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.2M	-2%	39k	56.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.1M	+78%	13k	167.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$2.1M	+5%	13k	165.85	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.1M	-42%	41k	49.78	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$2.0M	+4%	29k	70.83	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$2.0M	-18%	41k	48.24	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.0M	-8%	40k	49.31	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.9M	-8%	21k	87.80	View chart
Blackrock 2037 Municipal Tar (BMN)	0.1	$1.9M		73k	25.57	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.8M		23k	80.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.8M	-8%	38k	47.85	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.8M	-8%	38k	48.30	View chart
Home Depot (HD)	0.1	$1.8M	+106%	4.4k	405.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.8M	-9%	19k	91.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.7M	+34%	26k	67.85	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.7M	+73%	15k	117.22	View chart
Eaton Vance Natl Mun Opport Com Shs (EOT)	0.1	$1.6M		90k	17.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.6M	+103%	7.8k	200.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.6M	+146%	7.1k	220.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.6M		8.8k	179.31	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.6M	-3%	4.5k	345.28	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$1.5M	NEW	15k	99.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.5M	+137%	4.0k	375.40	View chart
Evergy (EVRG)	0.1	$1.5M		24k	62.01	View chart
NVIDIA Corporation (NVDA)	0.1	$1.5M	+10%	12k	121.44	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.4M	+22%	6.8k	210.85	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$1.4M	-18%	19k	76.64	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$1.4M		26k	53.24	View chart
Verizon Communications (VZ)	0.1	$1.3M	+41%	29k	44.91	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$1.3M		13k	100.14	View chart
Touchstone Etf Trust Securitized Inco (TSEC)	0.1	$1.3M	-7%	49k	26.59	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.3M	-3%	14k	89.37	View chart
Netflix (NFLX)	0.1	$1.3M	NEW	1.8k	709.45	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$1.2M	-10%	25k	49.47	View chart
Ishares Msci World Etf (URTH)	0.1	$1.2M		7.5k	156.90	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.2M		3.6k	326.73	View chart
Amgen (AMGN)	0.1	$1.1M	+304%	3.5k	322.20	View chart
Innovative Industria A (IIPR)	0.1	$1.1M		8.3k	134.60	View chart
Cava Group Ord (CAVA)	0.1	$1.1M		8.8k	123.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.1M	-3%	4.6k	237.21	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$1.1M	-5%	27k	39.46	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$1.0M		16k	63.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.0M	NEW	3.6k	280.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.0M	+8%	16k	64.74	View chart
Oneok (OKE)	0.1	$966k	-4%	11k	91.13	View chart
Lancaster Colony (LANC)	0.1	$965k	NEW	5.5k	176.57	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$953k		3.0k	314.39	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$943k		13k	72.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$941k	-11%	15k	62.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$938k	+116%	15k	63.00	View chart
Solaris Energy Infras Com Cl A (SEI)	0.1	$936k	NEW	73k	12.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$924k	-14%	6.8k	135.07	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$903k	-10%	26k	35.03	View chart
Coca-Cola Company (KO)	0.0	$861k	NEW	12k	71.86	View chart
Royal Gold (RGLD)	0.0	$842k		6.0k	140.30	View chart
Johnson & Johnson (JNJ)	0.0	$826k	-9%	5.1k	162.07	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$826k		6.1k	135.45	View chart
Altria (MO)	0.0	$822k		16k	51.04	View chart
Clearway Energy Cl A (CWEN.A)	0.0	$814k		29k	28.47	View chart
Procter & Gamble Company (PG)	0.0	$804k	+17%	4.6k	173.21	View chart
Vanguard World Health Car Etf (VHT)	0.0	$802k	NEW	2.8k	282.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$801k	+2%	20k	39.25	View chart
Palantir Technologies Cl A (PLTR)	0.0	$793k	+9%	21k	37.20	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$782k	+11%	9.4k	82.94	View chart
First Hawaiian (FHB)	0.0	$780k	+2%	34k	23.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$770k	+2%	9.7k	79.42	View chart
Meta Platforms Cl A (META)	0.0	$762k	+12%	1.3k	572.52	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$761k	NEW	14k	54.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$752k	-6%	9.0k	83.09	View chart
Lockheed Martin Corporation (LMT)	0.0	$749k	+122%	1.3k	584.53	View chart
Pepsi (PEP)	0.0	$749k	NEW	4.4k	170.04	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$746k	-13%	20k	37.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$737k		8.4k	88.14	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$733k	+3%	16k	45.24	View chart
Bk Nova Cad (BNS)	0.0	$710k		13k	54.49	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$697k	-5%	31k	22.42	View chart
Peak (DOC)	0.0	$693k		30k	22.87	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$693k		9.1k	75.76	View chart
Draftkings Com Cl A (DKNG)	0.0	$686k	NEW	18k	39.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$667k	+9%	6.6k	101.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$654k	-20%	7.7k	84.53	View chart
Cisco Systems (CSCO)	0.0	$644k	-10%	12k	53.22	View chart
Advanced Micro Devices (AMD)	0.0	$638k	+8%	3.9k	164.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$630k	NEW	12k	51.50	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$625k	NEW	12k	52.83	View chart
International Business Machines (IBM)	0.0	$618k	NEW	2.8k	221.05	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$606k	-4%	10k	59.28	View chart
Charles Schwab Corporation (SCHW)	0.0	$603k		9.3k	64.81	View chart
Visa Com Cl A (V)	0.0	$601k		2.2k	274.93	View chart
Select Water Solutions Cl A Com (WTTR)	0.0	$586k	NEW	53k	11.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$580k	-7%	16k	35.24	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$576k	+3%	6.4k	90.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$570k	-24%	3.2k	179.15	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$562k	-3%	3.2k	174.49	View chart
Oracle Corporation (ORCL)	0.0	$559k	+9%	3.3k	170.42	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$529k		9.0k	58.77	View chart
Vanguard World Utilities Etf (VPU)	0.0	$522k	+2%	3.0k	174.08	View chart
Abbvie (ABBV)	0.0	$514k	-43%	2.6k	197.48	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.0	$513k	+8%	20k	25.26	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$509k		32k	15.76	View chart
General Mills (GIS)	0.0	$503k	NEW	6.8k	73.85	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$497k		1.9k	260.07	View chart
Fortinet (FTNT)	0.0	$493k		6.4k	77.55	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$486k	NEW	4.8k	101.65	View chart
Caterpillar (CAT)	0.0	$482k	+11%	1.2k	391.23	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$447k	-11%	8.2k	54.48	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$447k	-38%	6.3k	70.37	View chart
Southern Company (SO)	0.0	$446k	-7%	4.9k	90.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$441k		11k	38.95	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$434k		3.1k	138.62	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$415k		1.8k	229.01	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$414k		3.5k	119.70	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$410k	-3%	9.7k	42.12	View chart
Walt Disney Company (DIS)	0.0	$408k	+17%	4.2k	96.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$402k		12k	32.37	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.0	$399k	-6%	18k	21.96	View chart
Merck & Co (MRK)	0.0	$397k	NEW	3.5k	113.56	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$384k	-9%	8.4k	45.49	View chart
American Express Company (AXP)	0.0	$374k	NEW	1.4k	271.14	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$370k	+3%	15k	24.64	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$369k	+2%	7.8k	47.13	View chart
Broadcom (AVGO)	0.0	$369k	+797%	2.1k	172.51	View chart
Tesla Motors (TSLA)	0.0	$364k	+16%	1.4k	261.59	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$364k	-9%	13k	29.18	View chart
Clorox Company (CLX)	0.0	$364k		2.2k	162.91	View chart
Abbott Laboratories (ABT)	0.0	$358k	+18%	3.1k	114.00	View chart
Pfizer (PFE)	0.0	$354k	NEW	12k	28.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$352k	NEW	1.9k	189.83	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$348k		9.3k	37.56	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$336k		7.4k	45.51	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$336k	-6%	9.6k	34.88	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$334k		8.8k	38.13	View chart
Public Service Enterprise (PEG)	0.0	$334k	NEW	3.7k	89.21	View chart
Starbucks Corporation (SBUX)	0.0	$324k	NEW	3.3k	97.50	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$320k	NEW	5.6k	57.41	View chart
Mastercard Incorporated Cl A (MA)	0.0	$320k	NEW	647.00	493.75	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$319k	NEW	4.2k	74.99	View chart
Amphenol Corp Cl A (APH)	0.0	$317k	NEW	4.9k	65.15	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.0	$315k		15k	21.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$315k	+42%	2.7k	117.27	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$314k	+3%	6.8k	46.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$314k		8.5k	36.92	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$314k	NEW	12k	27.01	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$311k		3.5k	87.73	View chart
Aon Shs Cl A (AON)	0.0	$308k		889.00	346.13	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$308k	+13%	3.0k	103.89	View chart
Eli Lilly & Co. (LLY)	0.0	$306k	NEW	346.00	885.68	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$306k	NEW	9.1k	33.71	View chart
Bank of America Corporation (BAC)	0.0	$304k	+51%	7.7k	39.68	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$303k		4.3k	70.06	View chart
Kroger (KR)	0.0	$295k		5.2k	57.30	View chart
Vanguard World Materials Etf (VAW)	0.0	$294k	-38%	1.4k	211.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$294k		8.0k	36.88	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$293k		1.8k	167.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$289k		3.7k	78.05	View chart
CBOE Holdings (CBOE)	0.0	$286k		1.4k	204.87	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$279k	-16%	6.9k	40.63	View chart
Copart (CPRT)	0.0	$278k	-3%	5.3k	52.40	View chart
Thermo Fisher Scientific (TMO)	0.0	$276k		446.00	618.57	View chart
At&t (T)	0.0	$273k	-5%	12k	22.00	View chart
Vanguard World Financials Etf (VFH)	0.0	$272k	-75%	2.5k	109.90	View chart
Baker Hughes Company Cl A (BKR)	0.0	$266k	NEW	7.4k	36.15	View chart
Matson (MATX)	0.0	$261k		1.8k	142.66	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$258k	-23%	3.2k	79.46	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$253k		444.00	569.66	View chart
Canadian Natl Ry (CNI)	0.0	$251k		2.1k	117.15	View chart
AmerisourceBergen (COR)	0.0	$251k	NEW	1.1k	225.01	View chart
Stryker Corporation (SYK)	0.0	$249k	NEW	689.00	361.46	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$246k	+2%	2.4k	101.86	View chart
Qualcomm (QCOM)	0.0	$239k	+3%	1.4k	170.01	View chart
Lowe's Companies (LOW)	0.0	$231k	NEW	853.00	270.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$230k		5.7k	40.48	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$228k	NEW	3.4k	67.51	View chart
Celsius Hldgs Com New (CELH)	0.0	$224k		7.2k	31.36	View chart
Albertsons Cos Common Stock (ACI)	0.0	$223k	NEW	12k	18.48	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$222k	NEW	2.9k	76.68	View chart
Occidental Petroleum Corporation (OXY)	0.0	$209k		4.0k	51.54	View chart
W.W. Grainger (GWW)	0.0	$208k	NEW	200.00	1038.81	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$202k	NEW	979.00	206.64	View chart
Travelers Companies (TRV)	0.0	$202k	NEW	861.00	234.12	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$201k	-8%	3.0k	66.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$201k	NEW	3.1k	64.86	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$201k	NEW	2.0k	101.42	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$149k	NEW	10k	14.65	View chart
Tellurian (TELL)	0.0	$65k	NEW	67k	0.97	View chart
Pacific Ethanol (ALTO)	0.0	$24k		15k	1.61	View chart

Past Filings by Retirement Planning Group

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

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
Retirement Planning Group 2021 Q1 filed April 26, 2021
Retirement Planning Group 2020 Q4 filed Jan. 27, 2021

View all past filings

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