Retirement Planning Group, LLC Q4 2023 Filing
Filed January 16, 2024
Portfolio Value
$1.1T
Holdings
184
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (184 positions)
| Stock | Value |
|---|---|
SPGPINVESCO EXCHANGE TRADED FD T | $120.4M |
SCHBSCHWAB STRATEGIC TR | $120.0M |
VIGVANGUARD SPECIALIZED FUNDS | $114.4M |
DIVOAMPLIFY ETF TR | $104.2M |
GSLCGOLDMAN SACHS ETF TR | $88.5M |
IQLTISHARES TR | $76.0M |
BNDVANGUARD BD INDEX FDS | $58.5M |
FRDMEA SERIES TRUST | $57.8M |
DIVIFRANKLIN TEMPLETON ETF TR | $42.9M |
COSTCOSTCO WHSL CORP NEW | $21.0M |
FBNDFIDELITY MERRIMACK STR TR | $19.5M |
SPYVSPDR SER TR | $17.8M |
AAPLAPPLE INC | $16.5M |
NFLTETFIS SER TR I | $15.9M |
SPMDSPDR SER TR | $15.3M |
GTOINVESCO ACTIVELY MANAGED ETF | $10.3M |
VOOVANGUARD INDEX FDS | $8.3M |
EMXCISHARES INC | $7.6M |
FDVVFIDELITY COVINGTON TRUST | $7.3M |
GSIEGOLDMAN SACHS ETF TR | $6.9M |
VTIVANGUARD INDEX FDS | $6.0M |
BMAYINNOVATOR ETFS TR | $5.9M |
ITOTISHARES TR | $5.9M |
SCHFSCHWAB STRATEGIC TR | $5.6M |
SCHZSCHWAB STRATEGIC TR | $4.9M |
AQLTISHARES TR | $4.7M |
IVWISHARES TR | $4.6M |
TFLOISHARES TR | $4.4M |
DGRWWISDOMTREE TR | $4.4M |
TUSITOUCHSTONE ETF TRUST | $4.2M |
VUGVANGUARD INDEX FDS | $4.1M |
PXFINVESCO EXCH TRADED FD TR II | $3.9M |
CPCANADIAN PACIFIC KANSAS CITY | $3.7M |
MSFTMICROSOFT CORP | $3.6M |
ILCGISHARES TR | $3.4M |
DFACDIMENSIONAL ETF TRUST | $2.9M |
VWOVANGUARD INTL EQUITY INDEX F | $2.7M |
SCHGSCHWAB STRATEGIC TR | $2.6M |
IJKISHARES TR | $2.6M |
AGGISHARES TR | $2.6M |
OMFLINVESCO EXCH TRD SLF IDX FD | $2.4M |
VGTVANGUARD WORLD FDS | $2.4M |
VEAVANGUARD TAX-MANAGED FDS | $2.3M |
IDEVISHARES TR | $2.2M |
JCPBJ P MORGAN EXCHANGE TRADED F | $2.1M |
IVVISHARES TR | $2.1M |
JQUAJ P MORGAN EXCHANGE TRADED F | $2.0M |
XLKSELECT SECTOR SPDR TR | $1.9M |
DFUSDIMENSIONAL ETF TRUST | $1.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.9M |
SCHVSCHWAB STRATEGIC TR | $1.7M |
VTVVANGUARD INDEX FDS | $1.7M |
IMCVISHARES TR | $1.7M |
VNQVANGUARD INDEX FDS | $1.6M |
FEZSPDR INDEX SHS FDS | $1.5M |
EOTEATON VANCE NATL MUN OPPORT | $1.5M |
GOOGLALPHABET INC | $1.4M |
SHVISHARES TR | $1.4M |
SGOVISHARES TR | $1.4M |
QUALISHARES TR | $1.3M |
VOOGVANGUARD ADMIRAL FDS INC | $1.3M |
TSECTOUCHSTONE ETF TRUST | $1.3M |
PMAYINNOVATOR ETFS TR | $1.3M |
URTHISHARES INC | $1.2M |
USMVISHARES TR | $1.2M |
DYNFBLACKROCK ETF TRUST | $1.2M |
AMZNAMAZON COM INC | $1.2M |
VDCVANGUARD WORLD FDS | $1.2M |
VTIPVANGUARD MALVERN FDS | $1.2M |
EVRGEVERGY INC | $1.2M |
OPERETF SER SOLUTIONS | $1.1M |
EEMAISHARES INC | $1.1M |
WMTWALMART INC | $1.1M |
IJRISHARES TR | $1.1M |
IYZISHARES TR | $1.1M |
IJHISHARES TR | $1.0M |
IWVISHARES TR | $979K |
RGLDROYAL GOLD INC | $968K |
JKHYHENRY JACK & ASSOC INC | $943K |
GQ9SPDR GOLD TR | $924K |
JPMJPMORGAN CHASE & CO | $921K |
UAUGINNOVATOR ETFS TR | $914K |
JNJJOHNSON & JOHNSON | $909K |
VOVANGUARD INDEX FDS | $908K |
VFHVANGUARD WORLD FDS | $903K |
FHLCFIDELITY COVINGTON TRUST | $901K |
IWFISHARES TR | $885K |
FNCLFIDELITY COVINGTON TRUST | $861K |
FXHFIRST TR EXCHANGE TRADED FD | $859K |
SCHXSCHWAB STRATEGIC TR | $853K |
PAUGINNOVATOR ETFS TR | $829K |
IYCISHARES TR | $824K |
XOMEXXON MOBIL CORP | $821K |
IWBISHARES TR | $820K |
XLYSELECT SECTOR SPDR TR | $765K |
CSCOCISCO SYS INC | $741K |
SCHMSCHWAB STRATEGIC TR | $724K |
GOOGALPHABET INC | $721K |
ABBVABBVIE INC | $714K |
IWRISHARES TR | $681K |
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