Retirement Planning Group, LLC Q4 2024 Filing
Filed February 18, 2025
Portfolio Value
$2.0B
Holdings
277
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (277 positions)
| Stock | Value |
|---|---|
SCHESCHWAB STRATEGIC TR | $390K |
QCOMQUALCOMM INC | $386K |
BNOVINNOVATOR ETFS TRUST | $382K |
IUSBISHARES TR | $376K |
RSPSINVESCO EXCHANGE TRADED FD T | $374K |
BNDXVANGUARD CHARLOTTE FDS | $371K |
SPSMSPDR SER TR | $371K |
TAT&T INC | $370K |
POCTINNOVATOR ETFS TRUST | $369K |
CLXCLOROX CO DEL | $362K |
PNOVINNOVATOR ETFS TRUST | $360K |
JUCYETF SER SOLUTIONS | $360K |
MAMASTERCARD INCORPORATED | $356K |
SPDWSPDR INDEX SHS FDS | $356K |
AQLTISHARES TR | $355K |
IYFISHARES TR | $354K |
ABTABBOTT LABS | $353K |
CPRTCOPART INC | $353K |
SVOLSIMPLIFY EXCHANGE TRADED FUN | $353K |
SHYISHARES TR | $351K |
IWPISHARES TR | $346K |
UMARINNOVATOR ETFS TRUST | $344K |
MDYVSPDR SER TR | $341K |
BACBANK AMERICA CORP | $340K |
APHAMPHENOL CORP NEW | $339K |
PFEPFIZER INC | $330K |
JT5MUELLER WTR PRODS INC | $326K |
UHSUNIVERSAL HLTH SVCS INC | $325K |
IYEISHARES TR | $321K |
AONAON PLC | $320K |
MBBISHARES TR | $318K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $317K |
KRKROGER CO | $316K |
TLTISHARES TR | $310K |
SPTMSPDR SER TR | $309K |
MDYGSPDR SER TR | $308K |
BKRBAKER HUGHES COMPANY | $303K |
VFHVANGUARD WORLD FD | $302K |
INTFISHARES TR | $302K |
SBUXSTARBUCKS CORP | $298K |
TLTDFLEXSHARES TR | $293K |
DFAXDIMENSIONAL ETF TRUST | $291K |
PJUNINNOVATOR ETFS TRUST | $286K |
VOEVANGUARD INDEX FDS | $283K |
LLYELI LILLY & CO | $281K |
CBOECBOE GLOBAL MKTS INC | $273K |
IEMGISHARES INC | $266K |
VAWVANGUARD WORLD FD | $265K |
MDYSPDR S&P MIDCAP 400 ETF TR | $253K |
ABGCENCORA INC | $250K |
LOWLOWES COS INC | $247K |
MATXMATSON INC | $247K |
VOXVANGUARD WORLD FD | $247K |
XLFSELECT SECTOR SPDR TR | $240K |
TMOTHERMO FISHER SCIENTIFIC INC | $235K |
PJULINNOVATOR ETFS TRUST | $234K |
ACIALBERTSONS COS INC | $232K |
IYRISHARES TR | $230K |
IYWISHARES TR | $227K |
CNRCANADIAN NATL RY CO | $223K |
BABOEING CO | $219K |
IEIISHARES TR | $218K |
TRVTRAVELERS COMPANIES INC | $217K |
—LISTED FD TR | $216K |
IEFISHARES TR | $215K |
GWWGRAINGER W W INC | $211K |
BKBANK NEW YORK MELLON CORP | $210K |
MGCVANGUARD WORLD FD | $208K |
MRSHMARSH & MCLENNAN COS INC | $207K |
UNHUNITEDHEALTH GROUP INC | $207K |
BCIABRDN ETFS | $204K |
SPIBSPDR SER TR | $204K |
OXYOCCIDENTAL PETE CORP | $202K |
DFASDIMENSIONAL ETF TRUST | $202K |
CRMSALESFORCE INC | $201K |
XETYXEATON VANCE TAX-MANAGED DIVE | $152K |
ALTOALTO INGREDIENTS INC | $28K |
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