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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 SPGP, SCHB, VIG, DIVO, GSLC, and represent 45.14% of Retirement Planning Group's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$14M), VUG (+$13M), SPTI (+$9.3M), VTV (+$8.4M), VGSH (+$7.0M), XLV (+$6.3M), DIVO (+$5.8M), BMAR, BND, TFLO.
Started 35 new stock positions in BAC, SOXX, TSN, WM, IYF, PULS, CSX, QQQ, VCIT, IWP.
Reduced shares in these 10 stocks: BMAY (-$5.1M), SCHB, GSLC, VIG, PMAY, KMB, DGRW, IWF, SPGP, MDT.
Sold out of its positions in UMAY, RSPH, KMB, TSLA, VTES, MDT.
Retirement Planning Group was a net buyer of stock by $119M.
Retirement Planning Group has $1.3B in assets under management (AUM), dropping by 16.90%.
Central Index Key (CIK): 0001508195

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Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 213 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	10.0	$131M		1.2M	106.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	9.7	$127M	-3%	2.1M	61.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	9.3	$122M		667k	182.61	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	8.9	$117M	+5%	3.0M	38.88	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	7.2	$94M	-4%	903k	103.79	View chart
Ishares Tr Msci Intl Qualty (IQLT)	6.2	$81M		2.0M	39.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.7	$62M	+7%	853k	72.63	View chart
Ea Series Trust Freedom 100 Em (FRDM)	4.6	$60M		1.8M	33.73	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	3.4	$45M		1.4M	32.19	View chart
Costco Wholesale Corporation (COST)	1.8	$23M		32k	732.63	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$20M	+4%	441k	45.31	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.5	$20M	+2%	392k	50.10	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.4	$18M	+9%	345k	53.34	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$17M	+274%	50k	344.20	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	1.3	$16M	+2%	731k	22.43	View chart
Apple (AAPL)	1.2	$16M	+6%	91k	171.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$14M	NEW	30k	444.01	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.9	$11M	+9%	240k	46.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$10M	+443%	63k	162.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$9.6M	+6%	20k	480.71	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.7	$9.3M	NEW	332k	28.18	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.7	$8.7M	+9%	191k	45.31	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$8.3M	+4%	144k	57.57	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.6	$8.0M	+80%	158k	50.69	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.6	$7.3M		212k	34.29	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$7.1M	+10%	61k	115.30	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$7.0M	NEW	120k	58.07	View chart
Microsoft Corporation (MSFT)	0.5	$6.7M	+65%	16k	420.73	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$6.6M	+2319%	45k	147.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$6.6M		25k	259.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$5.8M		150k	39.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$5.7M	+9%	68k	84.44	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.4	$5.4M	+1029%	130k	41.67	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$5.0M	+2%	108k	46.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$4.9M		40k	123.18	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$4.4M	-7%	57k	76.19	View chart
Canadian Pacific Kansas City (CP)	0.3	$4.2M		48k	88.17	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.3	$4.2M		166k	25.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$4.1M	+316%	20k	205.72	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.3	$4.1M		82k	49.65	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$4.0M	+403%	22k	183.89	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$3.8M		51k	75.48	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$3.6M	NEW	72k	49.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.4M	+116%	39k	86.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.3M	+241%	13k	249.85	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.1M	-2%	97k	31.95	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$3.0M	NEW	40k	76.36	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.0M		32k	92.72	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$3.0M		33k	91.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.0M	+10%	71k	41.77	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$2.9M	+147%	61k	47.89	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$2.9M	+130%	14k	204.14	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$2.7M	NEW	12k	225.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.7M	+10%	53k	50.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.6M	+3%	27k	97.94	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$2.6M	-2%	47k	55.23	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.6M		4.9k	524.34	View chart
Stag Industrial (STAG)	0.2	$2.5M	NEW	66k	38.44	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$2.4M	+13%	51k	46.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.3M		4.4k	525.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.3M	+4%	5.5k	420.48	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$2.3M	-2%	34k	67.13	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$2.2M	-3%	41k	52.87	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$2.1M	+3%	10k	208.27	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.1M	+11%	28k	75.98	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$2.1M		36k	56.98	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$2.0M	NEW	21k	94.41	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.2	$2.0M	NEW	40k	49.80	View chart
Amazon (AMZN)	0.1	$1.8M	+29%	10k	180.38	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$1.8M	-2%	25k	72.55	View chart
Blackrock 2037 Municipal Tar (BMN)	0.1	$1.8M	NEW	73k	24.11	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$1.7M		32k	52.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.5M	-4%	9.9k	150.92	View chart
Eaton Vance Natl Mun Opport Com Shs (EOT)	0.1	$1.5M		90k	16.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.5M		8.9k	164.35	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.4M		4.7k	304.70	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$1.4M		13k	110.54	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.4M		14k	100.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.3M	+193%	5.8k	228.59	View chart
Touchstone Etf Trust Securitized Inco (TSEC)	0.1	$1.3M		51k	25.91	View chart
Wal-Mart Stores (WMT)	0.1	$1.3M	+217%	22k	60.17	View chart
Ishares Msci World Etf (URTH)	0.1	$1.3M	-5%	8.8k	144.92	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$1.3M	-6%	29k	44.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.2M	-5%	15k	83.58	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.2M	+92%	20k	60.30	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$1.2M	+4%	12k	100.14	View chart
Evergy (EVRG)	0.1	$1.2M		22k	53.38	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	+73%	6.4k	180.50	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M	+3%	5.6k	200.28	View chart
Ishares Msci Em Asia Etf (EEMA)	0.1	$1.1M		16k	68.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.1M	+400%	18k	60.74	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$1.1M	-82%	30k	35.60	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.1M		3.6k	300.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.1M		9.7k	110.52	View chart
Tyson Foods Cl A (TSN)	0.1	$1.0M	NEW	18k	58.81	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.0M	+3%	10k	102.39	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$1.0M		46k	21.98	View chart
Jack Henry & Associates (JKHY)	0.1	$1.0M		5.8k	173.73	View chart
Exxon Mobil Corporation (XOM)	0.1	$993k	+4%	8.5k	116.24	View chart
Verizon Communications (VZ)	0.1	$987k	NEW	24k	41.61	View chart
Royal Gold (RGLD)	0.1	$975k		8.0k	121.81	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$956k		29k	32.65	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$955k		16k	59.40	View chart
Johnson & Johnson (JNJ)	0.1	$941k	+2%	6.0k	158.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$939k		15k	62.06	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$931k	+226%	3.6k	260.72	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$911k	-6%	13k	69.77	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$910k		8.3k	109.59	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$908k		3.2k	288.03	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$897k	+14%	11k	81.43	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$892k		11k	81.97	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$869k	NEW	10k	85.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$866k	+243%	4.5k	191.88	View chart
Abbvie (ABBV)	0.1	$842k		4.6k	182.10	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$806k	-8%	23k	35.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$785k		5.2k	152.26	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$784k	+4%	6.2k	125.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$737k		8.8k	84.09	View chart
Cisco Systems (CSCO)	0.1	$732k		15k	49.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$728k	NEW	20k	36.81	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$722k		12k	58.55	View chart
Procter & Gamble Company (PG)	0.1	$718k	+3%	4.4k	162.27	View chart
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)	0.1	$681k	-5%	10k	66.26	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$667k		9.1k	72.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$645k	+5%	11k	57.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$642k		1.2k	522.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$637k	-35%	1.9k	337.08	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$631k	+7%	25k	25.25	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$623k	+17%	8.5k	73.15	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$614k	-2%	2.9k	210.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$607k	-6%	7.5k	80.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$578k	-55%	18k	32.47	View chart
NVIDIA Corporation (NVDA)	0.0	$569k	+6%	630.00	902.89	View chart
Meta Platforms Cl A (META)	0.0	$563k		1.2k	485.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$539k	+37%	3.2k	169.36	View chart
Daseke (DSKE)	0.0	$520k	NEW	63k	8.30	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$517k		3.3k	155.85	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$514k	+9%	12k	43.60	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.0	$508k		19k	26.13	View chart
Caterpillar (CAT)	0.0	$506k		1.4k	366.43	View chart
Vanguard World Utilities Etf (VPU)	0.0	$504k	+126%	3.5k	142.58	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$496k		5.4k	91.86	View chart
Oracle Corporation (ORCL)	0.0	$488k	+2%	3.9k	125.62	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$484k		9.0k	53.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$459k		14k	32.93	View chart
Vanguard World Materials Etf (VAW)	0.0	$459k	+3%	2.2k	204.47	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$455k		1.9k	238.32	View chart
Palantir Technologies Cl A (PLTR)	0.0	$441k	NEW	19k	23.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$441k		12k	37.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$427k	NEW	5.6k	76.67	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$422k		3.1k	134.83	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.0	$406k	NEW	16k	25.64	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$397k	+41%	9.2k	43.04	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$395k		10k	39.28	View chart
Franklin Templeton Etf Tr Ftse Canada (FLCA)	0.0	$385k		11k	34.69	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.0	$385k		7.6k	50.56	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$382k	+54%	3.5k	110.50	View chart
Franklin Templeton Etf Tr Frankln Swzlnd (FLSW)	0.0	$362k		11k	32.84	View chart
Southern Company (SO)	0.0	$358k	NEW	5.0k	71.74	View chart
Clorox Company (CLX)	0.0	$356k	+4%	2.3k	153.11	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$347k	+17%	24k	14.32	View chart
Home Depot (HD)	0.0	$341k	+18%	888.00	383.78	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$336k	NEW	10k	32.66	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$334k	+23%	9.3k	35.84	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$330k		1.8k	182.46	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$324k		6.6k	49.40	View chart
Amgen (AMGN)	0.0	$320k	-6%	1.1k	284.32	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$319k		8.8k	36.48	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$319k	+3%	3.7k	87.29	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$319k	+4%	7.4k	42.95	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$317k		8.3k	38.47	View chart
Copart (CPRT)	0.0	$313k		5.4k	57.92	View chart
Broadcom (AVGO)	0.0	$313k	NEW	236.00	1325.41	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$312k	+23%	5.3k	58.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$302k		8.5k	35.55	View chart
Aon Shs Cl A (AON)	0.0	$297k		889.00	333.85	View chart
Abbott Laboratories (ABT)	0.0	$296k		2.6k	113.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$292k	NEW	3.9k	75.40	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$291k	+3%	6.1k	47.46	View chart
Kroger (KR)	0.0	$289k		5.1k	57.13	View chart
Canadian Natl Ry (CNI)	0.0	$283k		2.1k	131.71	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$278k	NEW	4.4k	63.85	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$278k	+10%	6.6k	42.23	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$278k		4.3k	64.15	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$277k	+5%	11k	24.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$275k		8.0k	34.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$274k	-3%	3.7k	74.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$273k	NEW	1.8k	155.91	View chart
Thermo Fisher Scientific (TMO)	0.0	$264k		454.00	581.21	View chart
Lockheed Martin Corporation (LMT)	0.0	$262k		576.00	454.87	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$258k	NEW	3.2k	80.51	View chart
Vanguard World Energy Etf (VDE)	0.0	$258k	+14%	2.0k	131.71	View chart
CBOE Holdings (CBOE)	0.0	$257k		1.4k	183.73	View chart
Occidental Petroleum Corporation (OXY)	0.0	$250k		3.8k	64.99	View chart
Merck & Co (MRK)	0.0	$248k		1.9k	131.97	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$248k	-2%	3.3k	76.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$248k	-9%	6.5k	37.98	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$247k	+8%	444.00	556.40	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$247k	NEW	2.6k	95.63	View chart
Waste Management (WM)	0.0	$235k	NEW	1.1k	213.15	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.0	$233k		15k	16.09	View chart
J P Morgan Exchange Traded F Betabuilders Dev (BBAX)	0.0	$232k		4.8k	48.16	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$229k		6.8k	33.59	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$226k	+6%	2.7k	84.53	View chart
Bank of America Corporation (BAC)	0.0	$225k	NEW	5.9k	37.92	View chart
Visa Com Cl A (V)	0.0	$223k	NEW	799.00	279.17	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$212k	NEW	1.9k	114.15	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$211k	+3%	2.3k	89.89	View chart
Pepsi (PEP)	0.0	$208k	NEW	1.2k	175.01	View chart
CSX Corporation (CSX)	0.0	$206k	NEW	5.6k	37.07	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$204k	NEW	1.9k	107.60	View chart
W.W. Grainger (GWW)	0.0	$204k	NEW	200.00	1017.30	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.0	$201k	NEW	2.0k	99.42	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 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
Retirement Planning Group 2020 Q3 filed Oct. 15, 2020
Retirement Planning Group 2020 Q2 filed Aug. 6, 2020

View all past filings

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