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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, FSMD, DIVI, PYLD, and represent 35.60% of Retirement Planning Group's stock portfolio.
Added to shares of these 10 stocks: FSMD (+$51M), DIVI (+$28M), UBND (+$19M), PYLD (+$18M), FBND (+$16M), DIVO (+$13M), NFLT (+$12M), BNDI (+$12M), FDVV (+$12M), TSEC (+$7.4M).
Started 89 new stock positions in PBUS, FDL, ZAP, AGGH, CARE, EMLP, MPC, GPIX, IDXX, FIW.
Reduced shares in these 10 stocks: VOO (-$18M), VGSH (-$13M), AAPL, VIS, FTRB, JEPI, AMLP, SPGP, VIG, SCHB.
Sold out of its positions in CSX, CLX, CPRT, CRWV, DHR, DUBS, JUCY, FCOM, QYLD, IMUX.
Retirement Planning Group was a net buyer of stock by $229M.
Retirement Planning Group has $3.2B in assets under management (AUM), dropping by 6.01%.
Central Index Key (CIK): 0001508195

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Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 481 positions in its portfolio as reported in the March 2026 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)	9.0	$292M	-5%	489k	597.55	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	7.2	$231M	+2%	4.3M	53.43	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	7.2	$231M	+28%	5.2M	44.72	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	7.0	$225M	+14%	5.7M	39.81	View chart
Pimco Etf Tr Multisector Bd (PYLD)	5.2	$169M	+12%	6.5M	26.20	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	5.0	$160M	+13%	7.4M	21.78	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.4	$143M	+9%	3.2M	44.85	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.3	$140M	+9%	2.5M	55.24	View chart
Ea Series Trust Freedom 100 Em (FRDM)	4.3	$139M	+5%	2.5M	54.65	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.0	$130M	+14%	2.8M	45.62	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	3.1	$102M	+13%	4.5M	22.75	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	2.9	$95M	+14%	2.0M	47.20	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.8	$57M	-18%	979k	58.54	View chart
Costco Wholesale Corporation (COST)	1.6	$51M		51k	996.43	View chart
Apple (AAPL)	1.3	$41M	-10%	162k	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$37M	-2%	57k	650.35	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$32M	-2%	73k	436.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$27M	-8%	1.1M	25.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$24M	+5%	121k	196.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$22M	-8%	38k	577.18	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	0.7	$22M	-13%	854k	25.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$21M	-11%	98k	215.06	View chart
Microsoft Corporation (MSFT)	0.6	$20M	-6%	55k	370.17	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.6	$20M	-4%	236k	86.36	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$20M	-5%	201k	100.66	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$20M	-10%	158k	125.13	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$18M		320k	56.58	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.5	$16M	-12%	339k	46.23	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.4	$14M	+17%	288k	49.78	View chart
Wal-Mart Stores (WMT)	0.4	$14M	-6%	112k	124.28	View chart
Amazon (AMZN)	0.4	$13M	+24%	64k	208.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$11M	+3%	16k	697.71	View chart
NVIDIA Corporation (NVDA)	0.3	$11M	-6%	62k	174.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$11M	+70%	367k	29.13	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$10M		116k	87.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$9.9M		31k	320.81	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$9.8M	-22%	91k	107.62	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$9.7M	-3%	119k	81.98	View chart
Touchstone Etf Trust Securitized Inco (TSEC)	0.3	$9.5M	+367%	367k	25.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$8.9M	+10%	21k	430.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$8.1M	-2%	126k	64.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$7.8M	+8%	12k	653.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$7.6M	-6%	67k	113.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$7.5M	+7%	119k	62.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$7.1M	-2%	288k	24.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$6.8M	-12%	93k	73.64	View chart
Exxon Mobil Corporation (XOM)	0.2	$6.8M	+12%	40k	169.66	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$6.4M	-5%	31k	205.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$6.3M	+2%	82k	77.18	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$6.2M	+37%	122k	50.95	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$6.1M	+8%	87k	69.90	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$6.1M	+1646%	116k	52.46	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$5.9M	+43%	119k	49.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.9M	+8%	20k	287.18	View chart
Vanguard World Health Car Etf (VHT)	0.2	$5.7M	+368%	21k	272.33	View chart
Spdr Series Trust State Street Spd (SPTI)	0.2	$5.6M	-2%	197k	28.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.6M		20k	286.86	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.5M	-2%	9.1k	604.40	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$5.5M	+230%	60k	92.28	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$5.4M	-5%	69k	78.66	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.2	$5.4M	-4%	57k	94.68	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$5.3M	+6%	29k	179.84	View chart
Johnson & Johnson (JNJ)	0.2	$5.1M		21k	244.44	View chart
Philip Morris International (PM)	0.2	$4.9M		30k	165.34	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.7M	+11%	107k	43.59	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$4.7M		89k	52.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$4.6M	-21%	16k	287.55	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$4.6M	-4%	42k	108.98	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$4.6M	+11%	13k	359.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$4.4M	+7%	9.2k	479.21	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$4.4M	+32%	176k	24.79	View chart
Home Depot (HD)	0.1	$4.3M		13k	328.88	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.1	$4.2M	+498%	122k	34.72	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$4.0M	NEW	80k	50.04	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$4.0M		42k	95.48	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.1	$4.0M	+9%	157k	25.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.0M	-6%	32k	124.31	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$3.9M	+31%	102k	38.74	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$3.9M		101k	38.86	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$3.8M	+14%	29k	132.90	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.7M	+3%	86k	43.13	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$3.6M		68k	53.12	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.6M	-4%	28k	130.94	View chart
Pepsi (PEP)	0.1	$3.5M		23k	155.29	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$3.5M	NEW	98k	35.59	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$3.5M		46k	76.35	View chart
Neos Etf Trust Mlp & Energy Inf (MLPI)	0.1	$3.4M	NEW	59k	56.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.3M	+245%	17k	191.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.3M	-7%	62k	54.05	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	0.1	$3.3M	+99%	104k	31.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.3M	+26%	12k	261.92	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$3.2M	+5%	127k	25.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$3.2M	+597%	36k	90.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.2M	+187%	9.0k	356.57	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$3.2M	NEW	88k	36.27	View chart
Procter & Gamble Company (PG)	0.1	$3.2M	-3%	22k	144.44	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$3.0M		51k	59.22	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.0M	-22%	10k	294.16	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$2.9M	-36%	63k	46.61	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.9M	-14%	21k	142.43	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$2.9M	-4%	41k	70.91	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$2.9M	+5%	13k	224.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.8M	-5%	32k	88.70	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$2.8M	NEW	110k	25.62	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$2.7M	+27%	11k	253.97	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$2.7M	-14%	247k	11.02	View chart
Chesapeake Energy Corp (EXE)	0.1	$2.7M	NEW	24k	109.78	View chart
Abbvie (ABBV)	0.1	$2.6M	+4%	12k	217.48	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.6M	+5%	33k	77.11	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$2.5M	NEW	24k	108.01	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.1	$2.5M	NEW	48k	52.60	View chart
S&p Global (SPGI)	0.1	$2.5M		5.8k	425.31	View chart
Tesla Motors (TSLA)	0.1	$2.4M	+10%	6.4k	371.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.4M	+262%	24k	99.27	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$2.4M	-14%	31k	76.54	View chart
Meta Platforms Cl A (META)	0.1	$2.3M	+15%	4.1k	572.16	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.3M	-8%	38k	60.12	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$2.3M	NEW	56k	40.47	View chart
Southern Company (SO)	0.1	$2.3M		24k	96.52	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.3M		37k	61.32	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.3M	+28%	21k	109.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.3M	-11%	23k	97.13	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$2.3M	+20%	37k	61.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.2M	NEW	7.4k	298.85	View chart
Pacer Fds Tr Trendpilot Fd (TRND)	0.1	$2.2M	NEW	67k	33.04	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.2M	-9%	31k	70.18	View chart
McDonald's Corporation (MCD)	0.1	$2.2M	+12%	7.0k	310.81	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$2.1M	-2%	26k	83.57	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.1M	+3%	11k	192.90	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.1M	-9%	21k	100.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.1M	-7%	69k	30.68	View chart
Vanguard World Utilities Etf (VPU)	0.1	$2.1M		10k	198.14	View chart
Deere & Company (DE)	0.1	$2.0M		3.6k	563.34	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.0M		85k	23.22	View chart
Columbia Etf Tr I International Eq (INEQ)	0.1	$2.0M	NEW	50k	39.04	View chart
Evergy (EVRG)	0.1	$1.9M		24k	81.92	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.9M	-3%	63k	30.50	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.9M	+2%	4.7k	407.68	View chart
Chevron Corporation (CVX)	0.1	$1.9M	+53%	9.1k	206.90	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$1.9M	NEW	39k	47.72	View chart
Coca-Cola Company (KO)	0.1	$1.9M		24k	76.05	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.9M		13k	146.28	View chart
Shell Spon Ads (SHEL)	0.1	$1.8M	NEW	20k	93.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.8M	+23%	7.4k	247.99	View chart
Broadcom (AVGO)	0.1	$1.8M	-4%	5.9k	309.52	View chart
ConocoPhillips (COP)	0.1	$1.8M		14k	132.00	View chart
Caterpillar (CAT)	0.1	$1.8M	+11%	2.5k	708.46	View chart
Ishares Tr S&p 500 Buywrite (IVVW)	0.1	$1.8M		41k	43.66	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$1.7M		14k	120.97	View chart
Visa Com Cl A (V)	0.1	$1.7M	+23%	5.6k	302.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.7M		18k	92.74	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.1	$1.6M	-2%	24k	67.63	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.1	$1.6M		26k	62.08	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.6M	+2%	8.5k	189.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$1.6M		8.3k	191.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$1.6M	-67%	28k	56.68	View chart
International Business Machines (IBM)	0.0	$1.6M	-8%	6.6k	242.40	View chart
Spdr Series Trust State Street Spd (BILS)	0.0	$1.6M	-15%	16k	99.44	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.6M	+3%	17k	93.98	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$1.6M	+14%	21k	77.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.6M	+41%	62k	25.64	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$1.6M	-21%	31k	49.95	View chart
Eli Lilly & Co. (LLY)	0.0	$1.6M	-7%	1.7k	919.76	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$1.5M	+46%	22k	68.14	View chart
Altria (MO)	0.0	$1.5M	+13%	23k	65.99	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$1.5M		9.5k	158.88	View chart
Verizon Communications (VZ)	0.0	$1.5M	+8%	30k	50.20	View chart
Johnson Controls Internation SHS (JCI)	0.0	$1.5M		11k	130.95	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$1.5M		32k	46.83	View chart
Royal Gold (RGLD)	0.0	$1.5M		5.8k	254.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.5M	+13%	3.4k	426.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.4M	+41%	6.6k	217.24	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$1.4M	-2%	31k	47.08	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$1.4M	+2%	13k	110.86	View chart
Abbott Laboratories (ABT)	0.0	$1.4M	-2%	14k	102.67	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.4M		3.8k	370.65	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$1.4M		26k	52.85	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.4M		24k	58.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.3M	+26%	20k	67.53	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$1.3M	-3%	16k	84.79	View chart
Ishares Msci World Etf (URTH)	0.0	$1.3M		7.2k	180.02	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.0	$1.3M	NEW	16k	80.56	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$1.3M		8.0k	161.74	View chart
Neos Etf Trust Bitcoin High Inc (BTCI)	0.0	$1.3M	+31%	39k	32.78	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$1.3M		18k	70.20	View chart
Waste Management (WM)	0.0	$1.2M	+2%	5.4k	229.77	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$1.2M	NEW	12k	106.15	View chart
Solaris Energy Infras Com Cl A (SEI)	0.0	$1.2M		22k	56.51	View chart
PNC Financial Services (PNC)	0.0	$1.2M		5.8k	208.09	View chart
Amgen (AMGN)	0.0	$1.2M	+6%	3.4k	351.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.2M	+3%	4.0k	302.29	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$1.2M	+17%	5.7k	208.04	View chart
Leidos Holdings (LDOS)	0.0	$1.2M		7.6k	155.52	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.0	$1.2M	NEW	30k	39.27	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$1.2M		8.0k	146.60	View chart
Starbucks Corporation (SBUX)	0.0	$1.2M	+4%	13k	89.59	View chart
Lam Research Corp Com New (LRCX)	0.0	$1.1M	+184%	5.2k	213.67	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$1.1M	+200%	26k	42.54	View chart
Lowe's Companies (LOW)	0.0	$1.1M		4.6k	236.30	View chart
Netflix (NFLX)	0.0	$1.1M	-52%	11k	96.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$1.1M	-23%	14k	78.41	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$1.1M		7.2k	145.94	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$1.0M	+18%	21k	49.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.0M	+24%	34k	30.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.0M	+27%	11k	97.23	View chart
Oneok (OKE)	0.0	$1.0M	-6%	11k	90.39	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.0	$1.0M		13k	81.63	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$1.0M		10k	99.94	View chart
Cisco Systems (CSCO)	0.0	$969k	-43%	13k	77.59	View chart
Northrop Grumman Corporation (NOC)	0.0	$950k		1.4k	682.21	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$943k		9.6k	97.91	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$932k	+12%	6.2k	151.41	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$908k	NEW	16k	55.52	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$904k	NEW	18k	50.80	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.0	$898k	+8%	23k	39.32	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$896k	-2%	13k	70.36	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.0	$884k	+41%	24k	36.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$884k	+26%	18k	49.89	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.0	$879k		41k	21.34	View chart
Merck & Co (MRK)	0.0	$871k	+14%	7.2k	120.29	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$861k	-31%	2.6k	328.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$857k		19k	45.26	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.0	$850k		451.00	1884.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$849k	+47%	11k	75.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$842k		19k	44.62	View chart
Select Water Solutions Cl A Com (WTTR)	0.0	$837k		55k	15.30	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$826k	+2%	12k	68.91	View chart
Vanguard World Financials Etf (VFH)	0.0	$824k	-18%	6.8k	120.81	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$813k		21k	39.34	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$799k		12k	66.11	View chart
At&t (T)	0.0	$774k	+29%	27k	28.99	View chart
Bk Nova Cad (BNS)	0.0	$762k		11k	69.31	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$754k	-6%	15k	48.86	View chart
Vanguard World Industrial Etf (VIS)	0.0	$753k	-84%	2.4k	312.22	View chart
Bank of America Corporation (BAC)	0.0	$750k		15k	48.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$749k	+66%	5.4k	138.31	View chart
Gilead Sciences (GILD)	0.0	$740k		5.3k	139.37	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$739k	NEW	18k	40.10	View chart
PPL Corporation (PPL)	0.0	$738k	-2%	19k	38.20	View chart
Vanguard World Materials Etf (VAW)	0.0	$723k	+63%	3.2k	225.36	View chart
First Hawaiian (FHB)	0.0	$717k		29k	24.64	View chart
Advanced Micro Devices (AMD)	0.0	$715k	-29%	3.5k	203.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$696k	+110%	8.4k	82.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$692k	+16%	3.2k	213.68	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$688k	+2%	8.3k	82.43	View chart
American Express Company (AXP)	0.0	$684k	+18%	2.3k	302.45	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$682k	+13%	6.9k	99.08	View chart
salesforce (CRM)	0.0	$679k	+16%	3.6k	186.65	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$676k	+111%	5.0k	135.71	View chart
UnitedHealth (UNH)	0.0	$674k	+14%	2.5k	270.61	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$669k		16k	42.72	View chart
Arista Networks Com Shs (ANET)	0.0	$664k	NEW	5.4k	122.78	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$664k		6.9k	96.29	View chart
Crane Company Common Stock (CR)	0.0	$663k		3.9k	170.99	View chart
Goldman Sachs (GS)	0.0	$656k	+31%	775.00	846.01	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$653k	-81%	12k	52.64	View chart
Micron Technology (MU)	0.0	$653k		1.9k	337.88	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$651k	-7%	10k	64.77	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.0	$648k	-62%	13k	51.55	View chart
Nextera Energy (NEE)	0.0	$643k	-8%	6.9k	92.88	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$641k	+17%	5.5k	117.66	View chart
Morgan Stanley Com New (MS)	0.0	$636k	-6%	3.9k	164.57	View chart
Etf Ser Solutions Clershs Piton In (PIFI)	0.0	$635k	NEW	6.7k	94.18	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$631k	+133%	10k	62.68	View chart
Phillips 66 (PSX)	0.0	$625k	+42%	3.4k	182.19	View chart
Honeywell International (HON)	0.0	$625k		2.8k	226.04	View chart
First Tr Exchange-traded Consumr Discre (FXD)	0.0	$620k	-2%	9.7k	64.02	View chart
Immunitybio (IBRX)	0.0	$617k	NEW	80k	7.67	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$613k	+13%	16k	39.43	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$601k		13k	47.98	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$597k	NEW	24k	24.80	View chart
Amphenol Corp Cl A (APH)	0.0	$590k	-23%	4.7k	126.35	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$583k	-36%	3.2k	181.40	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.0	$572k	NEW	7.8k	72.96	View chart
Mastercard Incorporated Cl A (MA)	0.0	$570k	+10%	1.1k	499.70	View chart
Lpl Financial Holdings (LPLA)	0.0	$568k	-3%	1.9k	300.79	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$564k		1.9k	295.12	View chart
Walt Disney Company (DIS)	0.0	$558k	+9%	5.8k	96.38	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$557k	NEW	4.2k	133.19	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$557k		12k	44.87	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$554k	-3%	17k	33.22	View chart
Invesco Insured Municipal Income Trust (IIM)	0.0	$554k	NEW	46k	12.16	View chart
Old Dominion Freight Line (ODFL)	0.0	$552k	-4%	2.8k	195.38	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$547k		8.0k	68.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$536k	-23%	6.8k	78.41	View chart
FirstEnergy (FE)	0.0	$533k	-5%	11k	50.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$527k	+131%	9.3k	56.79	View chart
SYSCO Corporation (SYY)	0.0	$524k	-4%	7.4k	71.33	View chart
MercadoLibre (MELI)	0.0	$520k	NEW	301.00	1729.02	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$517k	-2%	18k	29.08	View chart
Baker Hughes Company Cl A (BKR)	0.0	$516k		8.4k	61.05	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$515k	-69%	1.3k	390.33	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$514k		11k	45.65	View chart
Ab Active Etfs California Inter (CAM)	0.0	$513k	NEW	21k	24.97	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$511k		19k	27.20	View chart
Vanguard World Energy Etf (VDE)	0.0	$510k		2.9k	173.04	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$502k	-7%	10k	49.79	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$499k	NEW	11k	43.66	View chart
Fortinet (FTNT)	0.0	$495k	+10%	6.1k	81.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$493k	+122%	2.3k	211.12	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$492k		11k	46.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$491k		13k	38.42	View chart
Truist Financial Corp equities (TFC)	0.0	$490k	+2%	11k	45.97	View chart
McKesson Corporation (MCK)	0.0	$489k	+3%	565.00	865.24	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$481k	NEW	4.1k	118.62	View chart
SLB Com Stk (SLB)	0.0	$480k	+75%	9.3k	51.39	View chart
General Dynamics Corporation (GD)	0.0	$479k	-18%	1.4k	343.24	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$476k	-24%	5.9k	80.05	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$475k	NEW	2.4k	198.29	View chart
Corning Incorporated (GLW)	0.0	$472k	+4%	3.5k	135.97	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$465k	+41%	6.7k	69.75	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$462k	-74%	9.3k	49.50	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$462k	-8%	7.5k	61.64	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$460k	-2%	14k	32.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$456k		11k	39.94	View chart
Newmont Mining Corporation (NEM)	0.0	$452k	NEW	4.2k	108.26	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$450k		9.4k	48.08	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$449k	-79%	9.5k	47.03	View chart
Kinder Morgan (KMI)	0.0	$448k	NEW	13k	33.53	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$448k		10k	43.02	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$448k	+113%	1.0k	446.45	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.0	$447k	NEW	12k	36.57	View chart
Stryker Corporation (SYK)	0.0	$444k	-4%	1.4k	328.65	View chart
Oracle Corporation (ORCL)	0.0	$442k	-34%	3.0k	147.12	View chart
Emerson Electric (EMR)	0.0	$440k	NEW	3.4k	131.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$439k	NEW	3.0k	145.02	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$439k		5.2k	84.43	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.0	$438k	-13%	9.8k	44.71	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$436k	-62%	8.7k	50.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$433k	NEW	3.9k	112.11	View chart
Sempra Energy (SRE)	0.0	$432k	+79%	4.4k	97.18	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$431k		5.4k	79.06	View chart
Boeing Company (BA)	0.0	$426k	+16%	2.1k	199.03	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$423k		6.4k	66.00	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$421k		13k	33.37	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$420k		4.9k	86.52	View chart
Global X Fds U S Electrificat (ZAP)	0.0	$419k	NEW	13k	32.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$416k		10k	40.86	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.0	$414k		9.1k	45.56	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.0	$409k		18k	22.46	View chart
CBOE Holdings (CBOE)	0.0	$404k		1.4k	281.07	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$403k	+2%	8.3k	48.32	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$400k		10k	38.96	View chart
Norfolk Southern (NSC)	0.0	$400k		1.4k	287.04	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.0	$399k		4.2k	93.99	View chart
Kroger (KR)	0.0	$397k		5.5k	72.36	View chart
Union Pacific Corporation (UNP)	0.0	$395k	+4%	1.6k	242.55	View chart
Bristol Myers Squibb (BMY)	0.0	$394k	+9%	6.5k	60.65	View chart
Pfizer (PFE)	0.0	$391k	+8%	14k	28.08	View chart
Enterprise Products Partners (EPD)	0.0	$389k	+15%	10k	37.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$388k		9.0k	43.11	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$379k	NEW	4.1k	91.77	View chart
Qualcomm (QCOM)	0.0	$377k	-21%	2.9k	128.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$375k	NEW	4.2k	88.16	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.0	$372k	-58%	8.9k	41.96	View chart
Applied Materials (AMAT)	0.0	$371k	-11%	1.1k	341.68	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$366k	+31%	8.0k	45.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$363k	+10%	2.0k	184.25	View chart
Marathon Petroleum Corp (MPC)	0.0	$362k	NEW	1.5k	244.18	View chart
Freeport Mcmoran CL B (FCX)	0.0	$354k	+6%	6.0k	58.78	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$352k	NEW	7.8k	45.05	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$351k	+14%	3.7k	95.43	View chart
Carter Bankshares Com New (CARE)	0.0	$351k	NEW	15k	23.32	View chart
Bank of New York Mellon Corporation (BK)	0.0	$350k	+9%	3.0k	118.63	View chart
Cme (CME)	0.0	$349k	NEW	1.2k	295.24	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$344k	NEW	15k	22.80	View chart
Blackrock (BLK)	0.0	$337k	-4%	351.00	960.87	View chart
Medtronic SHS (MDT)	0.0	$337k	-5%	3.9k	86.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$334k		8.0k	41.83	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	0.0	$332k	NEW	5.1k	65.17	View chart
Public Service Enterprise (PEG)	0.0	$330k	+6%	4.1k	80.95	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.0	$330k	NEW	3.0k	110.04	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$330k		8.3k	39.74	View chart
Yum! Brands (YUM)	0.0	$330k	-2%	2.1k	155.45	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$326k	-2%	1.9k	175.92	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$325k	-9%	4.6k	70.03	View chart
Thermo Fisher Scientific (TMO)	0.0	$321k	+6%	653.00	491.89	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.0	$320k		4.3k	75.15	View chart
Ryder System (R)	0.0	$320k		1.6k	204.71	View chart
AutoNation (AN)	0.0	$319k		1.6k	195.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$319k		6.9k	45.97	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$315k	-5%	3.3k	95.96	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$310k	+2%	2.8k	112.26	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.0	$309k	-81%	3.1k	100.07	View chart
Matson (MATX)	0.0	$309k	+2%	1.9k	163.95	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.0	$306k	NEW	6.2k	49.60	View chart
Seaboard Corporation (SEB)	0.0	$300k		53.00	5661.49	View chart
Prairie Oper (PROP)	0.0	$300k	+772%	148k	2.03	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.0	$299k	NEW	8.9k	33.69	View chart
Ishares Msci Switzerland (EWL)	0.0	$298k	-4%	5.1k	58.81	View chart
Ge Vernova (GEV)	0.0	$298k	NEW	341.00	873.92	View chart
Canadian Natl Ry (CNI)	0.0	$296k		2.9k	102.77	View chart
L3harris Technologies (LHX)	0.0	$295k	-2%	856.00	345.06	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.0	$291k	-51%	11k	27.33	View chart
BP Sponsored Adr (BP)	0.0	$290k	NEW	6.2k	47.00	View chart
Enbridge (ENB)	0.0	$290k	+3%	5.4k	54.14	View chart
Aon Shs Cl A (AON)	0.0	$289k	-4%	894.00	322.86	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$288k	+16%	3.5k	82.88	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$287k		2.7k	106.15	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$286k		4.4k	64.35	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$286k	+18%	2.2k	128.09	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$286k		4.6k	62.64	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$284k	NEW	3.4k	84.52	View chart
MasTec (MTZ)	0.0	$283k	NEW	880.00	321.74	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$283k	-2%	770.00	367.44	View chart
Eaton Corp SHS (ETN)	0.0	$282k	-8%	788.00	357.89	View chart
Wells Fargo & Company (WFC)	0.0	$281k	+7%	3.5k	79.61	View chart
Ishares Msci Cda Etf (EWC)	0.0	$280k	+9%	5.1k	54.79	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$279k		5.3k	52.33	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.0	$278k		5.9k	46.70	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.0	$277k	NEW	7.6k	36.28	View chart
Martin Marietta Materials (MLM)	0.0	$276k		469.00	588.59	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$275k	NEW	1.7k	163.58	View chart
Cummins (CMI)	0.0	$274k	-6%	509.00	538.18	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.0	$273k	-2%	5.5k	49.59	View chart
IDEXX Laboratories (IDXX)	0.0	$273k	NEW	486.00	561.52	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$273k		3.2k	85.15	View chart
TJX Companies (TJX)	0.0	$273k	NEW	1.7k	159.71	View chart
Devon Energy Corporation (DVN)	0.0	$272k	NEW	5.4k	50.32	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$272k		2.9k	94.54	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$269k		2.9k	92.35	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.0	$266k		4.7k	56.19	View chart
Parker-Hannifin Corporation (PH)	0.0	$263k	+6%	294.00	894.97	View chart
Ishares Tr Us Consum Discre (IYC)	0.0	$262k	NEW	2.7k	96.92	View chart
Novartis Sponsored Adr (NVS)	0.0	$261k	+2%	1.7k	152.74	View chart
W.W. Grainger (GWW)	0.0	$261k		239.00	1091.82	View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP)	0.0	$260k	NEW	1.8k	145.73	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$259k	NEW	2.5k	103.13	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.0	$258k	NEW	5.1k	50.36	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.0	$257k	+7%	8.4k	30.56	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$255k	NEW	50k	5.10	View chart
Ge Aerospace Com New (GE)	0.0	$255k	+10%	899.00	283.90	View chart
Labcorp Holdings Com Shs (LH)	0.0	$254k	-6%	953.00	266.79	View chart
Metropcs Communications (TMUS)	0.0	$254k	NEW	1.2k	210.02	View chart
Prologis (PLD)	0.0	$252k	+7%	1.9k	132.19	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$251k	NEW	3.6k	70.26	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$250k	NEW	739.00	337.95	View chart
Applied Industrial Technologies (AIT)	0.0	$247k		932.00	265.23	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.0	$244k	-57%	9.9k	24.67	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$244k	NEW	2.1k	114.97	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.0	$243k	NEW	6.2k	39.27	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$243k	NEW	5.2k	46.95	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$242k	NEW	22k	11.23	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$240k		2.4k	101.14	View chart
Apa Corporation (APA)	0.0	$238k	NEW	5.6k	42.44	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.0	$237k	NEW	12k	20.35	View chart
Us Bancorp Com New (USB)	0.0	$233k	+9%	4.5k	52.01	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$233k		4.1k	56.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$231k	NEW	2.8k	81.11	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$230k	NEW	4.3k	53.22	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$230k		4.6k	49.85	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$229k	-5%	9.3k	24.77	View chart
Chubb (CB)	0.0	$229k		703.00	325.93	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$229k	NEW	2.4k	93.94	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$228k	NEW	493.00	462.97	View chart
Barrick Mng Corp Com Shs (B)	0.0	$222k	NEW	5.4k	40.79	View chart
Ameren Corporation (AEE)	0.0	$222k	NEW	2.0k	109.91	View chart
Halliburton Company (HAL)	0.0	$222k	NEW	5.7k	38.99	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.0	$219k	-53%	5.6k	39.44	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$218k		1.4k	155.16	View chart
Citigroup Com New (C)	0.0	$217k	-17%	1.9k	113.41	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$216k	NEW	3.1k	70.84	View chart
Occidental Petroleum Corporation (OXY)	0.0	$216k	NEW	3.3k	64.99	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$216k		4.5k	47.99	View chart
Royal Caribbean Cruises (RCL)	0.0	$215k	NEW	780.00	275.20	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$214k		5.6k	38.24	View chart
Totalenergies Se Act (TTE)	0.0	$212k	NEW	2.3k	90.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$210k	NEW	3.0k	71.13	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$210k	NEW	547.00	383.40	View chart
Manulife Finl Corp (MFC)	0.0	$210k	-8%	6.1k	34.44	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.0	$208k	-51%	4.2k	49.43	View chart
Elevation Series Trust Trueshares Oct (OCTZ)	0.0	$206k	-8%	5.0k	41.10	View chart
Calamos Global Total Return Com Sh Ben Int (CGO)	0.0	$202k	+60%	18k	11.15	View chart
Ford Motor Company (F)	0.0	$149k	+11%	13k	11.54	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$140k		10k	13.79	View chart
Endeavour Silver Corp (EXK)	0.0	$140k		15k	9.31	View chart
Fs Kkr Capital Corp (FSK)	0.0	$128k	NEW	13k	10.18	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.0	$123k	NEW	13k	9.21	View chart
Pacific Ethanol (ALTO)	0.0	$116k		24k	4.84	View chart
Calamos Global Dynamic Income Fund (CHW)	0.0	$111k	NEW	15k	7.26	View chart
Cognition Therapeutics (CGTX)	0.0	$7.6k		10k	0.76	View chart

Past Filings by Retirement Planning Group

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

Retirement Planning Group 2026 Q1 filed May 4, 2026
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

View all past filings

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