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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, FRDM, and represent 35.46% of Retirement Planning Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$64M), SPY (+$33M), MGV (+$25M), QQQM (+$22M), FSMD (+$21M), VBR (+$21M), DIVI (+$19M), PYLD (+$19M), FDVV (+$18M), UBND (+$18M).
Started 75 new stock positions in FITB, BWXT, SNOW, SPYI, IMCG, INTC, TECL, ET, JPIE, TEVA.
Reduced shares in these 10 stocks: VGSH (-$12M), FTRB (-$5.8M), SGOV (-$5.3M), VCR, VHT, VOX, DTD, GSLC, SPYV, HOLA.
Sold out of its positions in CAM, ASTS, BP, CME, OPER, FSTA, Honeywell International, IUSG, IGIB, BBJP. MTZ, TJX, TMUS, VMBS, TTE.
Retirement Planning Group was a net buyer of stock by $447M.
Retirement Planning Group has $3.9B in assets under management (AUM), dropping by 21.97%.
Central Index Key (CIK): 0001508195

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Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 541 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Retirement Planning Group has 541 total positions. Only the first 250 positions are shown.

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Download the Retirement Planning Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.9	$349M	+3%	508k	686.81	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	7.6	$300M	+4%	4.5M	66.03	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	7.5	$294M	+7%	5.6M	52.85	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	6.6	$261M	+7%	6.1M	42.72	View chart
Ea Series Trust Freedom 100 Em (FRDM)	4.9	$193M	+3%	2.6M	72.90	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.8	$190M	+10%	7.2M	26.52	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	4.5	$177M	+10%	8.2M	21.73	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.3	$170M	+11%	2.8M	60.29	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.0	$157M	+8%	3.4M	45.70	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.6	$143M	+10%	3.2M	45.49	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	2.9	$113M	+10%	4.9M	22.95	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	2.7	$106M	+12%	2.3M	47.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$76M	+78%	101k	746.77	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$70M	+1027%	818k	86.14	View chart
Costco Wholesale Corporation (COST)	1.2	$48M		51k	935.48	View chart
Apple (AAPL)	1.2	$47M		161k	289.36	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.1	$45M	-20%	776k	58.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$31M	+12%	43k	736.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$31M		1.1M	28.96	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$27M		122k	217.93	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$25M	NEW	150k	163.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$22M	NEW	74k	302.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$22M	+1281%	92k	242.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$22M	-5%	92k	236.62	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.6	$22M	+52%	439k	49.81	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$21M	-7%	145k	141.89	View chart
Microsoft Corporation (MSFT)	0.5	$20M	-2%	54k	373.02	View chart
Touchstone Etf Trust Secur Incom Etf (TSEC)	0.5	$20M	+106%	759k	25.82	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.5	$19M	-14%	202k	93.25	View chart
Spdr Series Trust St Str P500val (SPYV)	0.5	$18M	-8%	293k	60.79	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$16M	-6%	317k	49.55	View chart
Federated Hermes Etf Trust Tota Retu Bd Etf (FTRB)	0.4	$16M	-26%	623k	25.09	View chart
Amazon (AMZN)	0.4	$15M		65k	238.34	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$15M	-26%	149k	100.67	View chart
NVIDIA Corporation (NVDA)	0.4	$15M	+16%	73k	200.09	View chart
Vanguard World Financials Etf (VFH)	0.4	$14M	+1491%	109k	131.60	View chart
Wal-Mart Stores (WMT)	0.3	$13M		111k	113.26	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.3	$12M	+202%	473k	25.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$12M	-4%	350k	33.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$12M	+87%	153k	76.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$11M		31k	370.04	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$11M		114k	95.62	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$10M	-10%	82k	122.29	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$9.8M	+62%	194k	50.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$9.6M	+6%	134k	71.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$9.3M	+385%	78k	119.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$9.2M	+3%	12k	748.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$9.1M		66k	137.53	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.2	$9.0M	-8%	109k	83.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$8.7M	+8%	313k	27.70	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$8.6M	+56%	93k	92.21	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$7.9M	NEW	105k	75.25	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.2	$7.5M	+19%	146k	51.44	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$7.4M	NEW	142k	52.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$7.2M	-5%	20k	368.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$7.2M	+3%	20k	353.32	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$6.9M		68k	102.30	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$6.8M	-11%	28k	246.21	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$6.7M	+2%	89k	75.64	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$6.5M	+120%	29k	225.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$6.4M	+290%	80k	80.57	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$6.4M	-5%	110k	58.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$6.2M	-9%	84k	73.41	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	0.2	$6.2M	+43%	175k	35.16	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$6.1M	-18%	97k	62.20	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.1	$5.9M	-5%	54k	109.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$5.8M		16k	357.37	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$5.7M	+27%	226k	25.17	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$5.5M		193k	28.39	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$5.5M		29k	190.52	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$5.4M	NEW	112k	48.35	View chart
Exxon Mobil Corporation (XOM)	0.1	$5.4M	-2%	39k	136.72	View chart
Johnson & Johnson (JNJ)	0.1	$5.3M		21k	253.97	View chart
Vanguard World Utilities Etf (VPU)	0.1	$5.3M	+159%	27k	195.73	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$5.2M	+17%	94k	55.57	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$5.0M	NEW	110k	46.05	View chart
Philip Morris International (PM)	0.1	$5.0M	-5%	28k	180.91	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$5.0M	+7%	115k	43.61	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$5.0M	-2%	86k	57.63	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$5.0M	NEW	211k	23.44	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$4.9M	NEW	164k	30.01	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$4.9M		42k	117.02	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$4.8M	+20%	122k	39.15	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$4.8M	NEW	51k	93.63	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$4.7M	-5%	40k	117.28	View chart
Home Depot (HD)	0.1	$4.5M		13k	352.69	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.5M	-3%	8.8k	509.45	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$4.5M		101k	44.36	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$4.4M	+19%	105k	41.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.4M	+935%	36k	124.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$4.4M	-4%	8.8k	500.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.3M	-8%	29k	148.31	View chart
Vanguard World Materials Etf (VAW)	0.1	$4.3M	+480%	19k	228.79	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	0.1	$4.2M	+6%	110k	38.21	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$4.2M	+12%	143k	29.40	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$4.2M		45k	91.63	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.0M	+16%	32k	126.58	View chart
Neos Etf Trust Mlp En In Hi Etf (MLPI)	0.1	$4.0M	+23%	73k	55.02	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$4.0M		98k	41.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$4.0M	+8%	67k	59.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.9M	+4%	13k	303.11	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.9M		86k	45.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.8M		18k	212.77	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$3.7M	NEW	38k	98.30	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$3.7M		68k	53.91	View chart
Vanguard World Energy Etf (VDE)	0.1	$3.6M	+715%	24k	150.13	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$3.6M	+33%	328k	10.92	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.5M	+5%	11k	327.33	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$3.4M		41k	81.94	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$3.3M	-2%	50k	67.56	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$3.2M	+2%	11k	283.78	View chart
Procter & Gamble Company (PG)	0.1	$3.1M	-3%	21k	146.64	View chart
Deere & Company (DE)	0.1	$3.0M	+29%	4.7k	634.36	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$3.0M	+11%	23k	127.81	View chart
Abbvie (ABBV)	0.1	$2.9M	-3%	12k	251.65	View chart
Pepsi (PEP)	0.1	$2.9M	-6%	21k	135.40	View chart
Tesla Motors (TSLA)	0.1	$2.8M	+4%	6.7k	420.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.7M	-25%	6.7k	409.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.7M	-19%	17k	164.27	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$2.7M	+15%	65k	42.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.7M	-11%	28k	96.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.7M	-22%	28k	96.58	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$2.6M	-2%	30k	87.88	View chart
Caterpillar (CAT)	0.1	$2.6M	-2%	2.5k	1064.72	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$2.6M	-6%	102k	25.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.6M	-9%	30k	85.49	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$2.6M	+435%	45k	57.67	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.6M		37k	68.54	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.5M	-5%	35k	72.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.5M	+13%	72k	34.81	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.5M		21k	117.50	View chart
Pacer Fds Tr Trendpilot Fd (TRND)	0.1	$2.5M		66k	37.18	View chart
Southern Company (SO)	0.1	$2.4M	+8%	26k	95.71	View chart
S&p Global (SPGI)	0.1	$2.4M	+3%	5.9k	407.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.4M	-5%	7.0k	343.90	View chart
Broadcom (AVGO)	0.1	$2.4M	+7%	6.3k	377.75	View chart
Micron Technology (MU)	0.1	$2.4M	+6%	2.1k	1154.48	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.3M	+3%	5.4k	433.36	View chart
Meta Platforms Cl A (META)	0.1	$2.3M		4.1k	563.34	View chart
Eli Lilly & Co. (LLY)	0.1	$2.3M	+14%	1.9k	1199.34	View chart
Ishares Tr S&p 500 Buyw Etf (IVVW)	0.1	$2.3M	+27%	52k	44.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.3M	+4%	7.7k	300.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.3M	-5%	22k	103.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.3M	+3%	71k	31.71	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$2.3M	+476%	27k	82.62	View chart
Columbia Etf Tr I Intl Eq Inco Etf (INEQ)	0.1	$2.2M	+14%	58k	38.53	View chart
Chesapeake Energy Corp (EXE)	0.1	$2.2M		24k	91.19	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$2.1M	NEW	28k	77.58	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.1	$2.1M	-16%	20k	106.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.1M	-12%	21k	98.98	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	0.1	$2.1M		24k	85.65	View chart
Evergy (EVRG)	0.1	$2.0M		24k	86.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.0M	+102%	33k	61.46	View chart
Coca-Cola Company (KO)	0.1	$2.0M	+2%	25k	81.27	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.0M	-13%	27k	75.79	View chart
Advanced Micro Devices (AMD)	0.1	$2.0M		3.5k	580.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.0M	+10%	68k	29.43	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.0M	-5%	10k	189.73	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$1.9M	-15%	22k	89.01	View chart
Visa Com Cl A (V)	0.0	$1.9M		5.6k	343.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$1.9M	+4%	8.7k	219.44	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$1.9M		14k	136.60	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$1.9M	-7%	8.8k	217.22	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$1.9M	-5%	81k	23.13	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$1.8M	+15%	24k	77.23	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$1.8M	-4%	8.1k	221.21	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.0	$1.8M	+52%	46k	39.21	View chart
International Business Machines (IBM)	0.0	$1.8M	-3%	6.3k	281.23	View chart
Altria (MO)	0.0	$1.8M	+6%	25k	71.95	View chart
McDonald's Corporation (MCD)	0.0	$1.8M	-6%	6.5k	270.31	View chart
Vanguard World Health Car Etf (VHT)	0.0	$1.7M	-71%	5.8k	299.03	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$1.7M	-10%	33k	53.11	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.0	$1.7M	-42%	37k	46.85	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$1.7M		18k	96.46	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.7M	+5%	25k	68.01	View chart
Cisco Systems (CSCO)	0.0	$1.7M	+12%	14k	117.46	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$1.6M	-3%	2.5k	640.74	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.6M		3.8k	426.43	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$1.6M		39k	40.23	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.0	$1.6M	+68%	758.00	2080.64	View chart
Chevron Corporation (CVX)	0.0	$1.6M	+3%	9.4k	165.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$1.5M	-3%	27k	56.48	View chart
Shell Spon Ads (SHEL)	0.0	$1.5M		20k	77.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.5M		20k	77.11	View chart
Lowe's Companies (LOW)	0.0	$1.5M	+45%	6.7k	220.49	View chart
Ishares Msci World Etf (URTH)	0.0	$1.5M		7.2k	202.64	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.5M	-6%	16k	92.27	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.0	$1.5M	NEW	8.8k	165.39	View chart
Johnson Controls Internation SHS (JCI)	0.0	$1.4M	-12%	9.9k	146.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.4M	+347%	19k	75.51	View chart
Neos Etf Trust Bitc Hig Inc Etf (BTCI)	0.0	$1.4M	+34%	53k	26.86	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$1.4M	+10%	29k	49.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.4M	-3%	3.8k	365.71	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$1.4M	+62%	29k	48.66	View chart
ConocoPhillips (COP)	0.0	$1.4M	-2%	13k	103.96	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$1.4M		18k	76.56	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.4M	-7%	12k	116.67	View chart
PNC Financial Services (PNC)	0.0	$1.4M	-4%	5.6k	246.24	View chart
Verizon Communications (VZ)	0.0	$1.4M	+8%	32k	42.34	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.0	$1.4M	-14%	14k	99.38	View chart
Amgen (AMGN)	0.0	$1.3M	+8%	3.7k	362.11	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$1.3M	-7%	28k	46.94	View chart
Starbucks Corporation (SBUX)	0.0	$1.3M		13k	102.19	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$1.3M	-12%	28k	46.87	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$1.3M	-13%	6.8k	185.22	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$1.3M	-8%	24k	53.19	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.0	$1.2M	-53%	23k	55.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.2M		34k	36.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$1.2M		19k	64.50	View chart
Waste Management (WM)	0.0	$1.2M		5.4k	222.88	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$1.2M	+47%	4.7k	252.24	View chart
Solaris Energy Infras Com Cl A (SEI)	0.0	$1.2M	-31%	15k	80.46	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$1.2M	-7%	11k	107.62	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$1.2M	-29%	4.1k	285.61	View chart
Royal Gold (RGLD)	0.0	$1.2M		5.8k	199.61	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$1.1M	-4%	22k	53.47	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$1.1M		9.6k	118.99	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.1M	-2%	10k	110.32	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.0	$1.1M	+30%	54k	21.12	View chart
UnitedHealth (UNH)	0.0	$1.1M	+9%	2.7k	415.65	View chart
Select Water Solutions Cl A Com (WTTR)	0.0	$1.1M		55k	19.98	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.0	$1.1M	+13%	26k	42.31	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$1.1M	-79%	5.9k	183.95	View chart
Abbott Laboratories (ABT)	0.0	$1.1M	-14%	12k	90.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$1.1M		14k	77.91	View chart
Etf Ser Solutions Clershs Piton In (PIFI)	0.0	$1.1M	+68%	11k	93.51	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.0	$1.1M		24k	43.85	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.0	$1.1M	NEW	12k	90.51	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$1.0M	+15%	18k	58.64	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$1.0M	-6%	6.8k	152.19	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$1.0M		10k	100.97	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$1.0M	-19%	6.4k	158.67	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$1.0M	-35%	20k	50.23	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$982k	+8%	20k	49.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$980k	-2%	1.3k	763.29	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$961k	-2%	12k	77.25	View chart
Bk Nova Cad (BNS)	0.0	$960k		11k	86.84	View chart
Arista Networks Com Shs (ANET)	0.0	$958k	+4%	5.6k	169.88	View chart
Oneok (OKE)	0.0	$954k	-3%	11k	86.94	View chart
Vanguard World Industrial Etf (VIS)	0.0	$948k	+9%	2.6k	360.38	View chart
Bank of America Corporation (BAC)	0.0	$946k	+7%	17k	56.98	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.0	$944k	+189%	12k	76.40	View chart
Fortinet (FTNT)	0.0	$940k		6.1k	153.62	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$940k	-17%	18k	53.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$919k	-2%	11k	83.75	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$918k	-36%	10k	91.38	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$908k	+6%	5.8k	156.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$905k	-5%	5.8k	156.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$902k		19k	47.77	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$899k		12k	72.99	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 Q2 filed Aug. 5, 2026
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

View all past filings

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