Retirement Planning Group, LLC Q4 2024 Filing

Filed February 18, 2025

Portfolio Value

$2.0T

Holdings

277

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (277 positions)

#	Stock	Shares	Value	% Portfolio
1	SPGPINVESCO EXCHANGE TRADED FD T	1,415,369	$148.4B	7.47%
2	DIVOAMPLIFY ETF TR	3,657,296	$148.0B	7.45%
3	VIGVANGUARD SPECIALIZED FUNDS	747,736	$146.4B	7.37%
4	SCHBSCHWAB STRATEGIC TR	5,777,637	$131.2B	6.60%
5	GSLCGOLDMAN SACHS ETF TR	1,059,050	$122.0B	6.14%
6	FSMDFIDELITY COVINGTON TRUST	2,582,395	$106.3B	5.35%
7	PYLDPIMCO ETF TR	3,766,885	$97.6B	4.91%
8	IQLTISHARES TR	2,520,434	$93.6B	4.71%
9	UBNDVICTORY PORTFOLIOS II	3,717,144	$79.4B	4.00%
10	FBNDFIDELITY MERRIMACK STR TR	1,597,812	$71.7B	3.61%
11	FRDMEA SERIES TRUST	2,114,963	$69.1B	3.48%
12	NFLTETFIS SER TR I	2,629,618	$59.0B	2.97%
13	DIVIFRANKLIN TEMPLETON ETF TR	1,737,909	$52.2B	2.62%
14	BNDINEOS ETF TRUST	1,044,227	$48.7B	2.45%
15	VOOVANGUARD INDEX FDS	79,705	$42.9B	2.16%
16	AAPLAPPLE INC	124,711	$31.2B	1.57%
17	COSTCOSTCO WHSL CORP NEW	33,327	$30.5B	1.54%
18	COWZPACER FDS TR	448,463	$25.3B	1.27%
19	VUGVANGUARD INDEX FDS	53,530	$22.0B	1.11%
20	CSHINEOS ETF TRUST	403,981	$20.1B	1.01%
21	NDQINVESCO QQQ TR	38,504	$19.7B	0.99%
22	SPYVSPDR SER TR	366,462	$18.7B	0.94%
23	BNDVANGUARD BD INDEX FDS	222,738	$16.0B	0.81%
24	FDVVFIDELITY COVINGTON TRUST	262,844	$13.1B	0.66%
25	VTVVANGUARD INDEX FDS	65,641	$11.1B	0.56%
26	MSFTMICROSOFT CORP	23,461	$9.9B	0.50%
27	DGRWWISDOMTREE TR	119,536	$9.7B	0.49%
28	SPTISPDR SER TR	316,496	$8.8B	0.44%
29	ITOTISHARES TR	65,489	$8.4B	0.42%
30	EMXCISHARES INC	150,402	$8.3B	0.42%
31	VTIVANGUARD INDEX FDS	26,933	$7.8B	0.39%
32	IVWISHARES TR	74,178	$7.5B	0.38%
33	IVVISHARES TR	11,792	$6.9B	0.35%
34	VGSHVANGUARD SCOTTSDALE FDS	112,045	$6.5B	0.33%
35	SPYSPDR S&P 500 ETF TR	10,922	$6.4B	0.32%
36	VOVANGUARD INDEX FDS	21,266	$5.6B	0.28%
37	AMZNAMAZON COM INC	25,360	$5.6B	0.28%
38	BMARINNOVATOR ETFS TRUST	115,066	$5.3B	0.27%
39	XLYSELECT SECTOR SPDR TR	23,026	$5.2B	0.26%
40	BONDPIMCO ETF TR	51,955	$4.7B	0.24%
41	SCHFSCHWAB STRATEGIC TR	249,043	$4.6B	0.23%
42	UCONFIRST TR EXCHNG TRADED FD VI	184,428	$4.5B	0.23%
43	IJRISHARES TR	36,619	$4.2B	0.21%
44	PXFINVESCO EXCH TRADED FD TR II	87,676	$4.2B	0.21%
45	TUSITOUCHSTONE ETF TRUST	157,907	$4.0B	0.20%
46	VEAVANGUARD TAX-MANAGED FDS	83,029	$4.0B	0.20%
47	GQ9SPDR GOLD TR	15,344	$3.7B	0.19%
48	SCHGSCHWAB STRATEGIC TR	125,270	$3.5B	0.18%
49	DFACDIMENSIONAL ETF TRUST	100,641	$3.5B	0.18%
50	CPCANADIAN PACIFIC KANSAS CITY	47,315	$3.4B	0.17%
51	SPMDSPDR SER TR	62,278	$3.4B	0.17%
52	ILCGISHARES TR	37,410	$3.4B	0.17%
53	VGTVANGUARD WORLD FD	5,317	$3.3B	0.17%
54	VNQVANGUARD INDEX FDS	36,312	$3.2B	0.16%
55	XLFISELECT SECTOR SPDR TR	39,573	$3.1B	0.16%
56	JEPIJ P MORGAN EXCHANGE TRADED F	53,533	$3.1B	0.15%
57	BRK/BBERKSHIRE HATHAWAY INC DEL	6,737	$3.1B	0.15%
58	XLKSELECT SECTOR SPDR TR	12,968	$3.0B	0.15%
59	WMTWALMART INC	32,896	$3.0B	0.15%
60	GSIEGOLDMAN SACHS ETF TR	88,697	$3.0B	0.15%
61	EFAISHARES TR	38,502	$2.9B	0.15%
62	BSVVANGUARD BD INDEX FDS	37,225	$2.9B	0.14%
63	SPGIS&P GLOBAL INC	5,762	$2.9B	0.14%
64	DFUSDIMENSIONAL ETF TRUST	44,779	$2.9B	0.14%
65	BIVVANGUARD BD INDEX FDS	36,765	$2.7B	0.14%
66	GOOGLALPHABET INC	13,469	$2.5B	0.13%
67	GOOGALPHABET INC	13,127	$2.5B	0.13%
68	XLVSELECT SECTOR SPDR TR	18,003	$2.5B	0.12%
69	SCHZSCHWAB STRATEGIC TR	106,709	$2.4B	0.12%
70	IJKISHARES TR	26,499	$2.4B	0.12%
71	OMFLINVESCO EXCH TRD SLF IDX FD	43,753	$2.4B	0.12%
72	JQUAJ P MORGAN EXCHANGE TRADED F	38,724	$2.2B	0.11%
73	VDCVANGUARD WORLD FD	10,385	$2.2B	0.11%
74	VBKVANGUARD INDEX FDS	7,614	$2.1B	0.11%
75	VWOVANGUARD INTL EQUITY INDEX F	47,830	$2.1B	0.11%
76	XARSPDR SER TR	12,672	$2.1B	0.11%
77	PULSPGIM ETF TR	41,912	$2.1B	0.10%
78	SCHVSCHWAB STRATEGIC TR	76,487	$2.0B	0.10%
79	BLVVANGUARD BD INDEX FDS	28,468	$1.9B	0.10%
80	NVDANVIDIA CORPORATION	14,414	$1.9B	0.10%
81	VTIPVANGUARD MALVERN FDS	39,946	$1.9B	0.10%
82	XLESELECT SECTOR SPDR TR	22,032	$1.9B	0.09%
83	XBMNXBLACKROCK 2037 MUNICIPAL TAR	73,404	$1.9B	0.09%
84	BOTZGLOBAL X FDS	58,334	$1.9B	0.09%
85	IDEVISHARES TR	28,439	$1.8B	0.09%
86	HDHOME DEPOT INC	4,690	$1.8B	0.09%
87	JCPBJ P MORGAN EXCHANGE TRADED F	39,120	$1.8B	0.09%
88	XOMEXXON MOBIL CORP	16,581	$1.8B	0.09%
89	SOXXISHARES TR	8,261	$1.8B	0.09%
90	USMVISHARES TR	19,569	$1.7B	0.09%
91	JPMJPMORGAN CHASE & CO.	7,188	$1.7B	0.09%
92	GTOINVESCO ACTIVELY MANAGED EXC	36,166	$1.7B	0.08%
93	VOOGVANGUARD ADMIRAL FDS INC	4,469	$1.6B	0.08%
94	PLTRPALANTIR TECHNOLOGIES INC	21,495	$1.6B	0.08%
95	NFLXNETFLIX INC	1,796	$1.6B	0.08%
96	JVALJ P MORGAN EXCHANGE TRADED F	35,847	$1.5B	0.08%
97	QUALISHARES TR	8,694	$1.5B	0.08%
98	IOOISHARES TR	15,036	$1.5B	0.08%
99	EVRGEVERGY INC	24,372	$1.5B	0.08%
100	IWMISHARES TR	6,689	$1.5B	0.07%

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