Retirement-Planning-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "AAXJ", "SNOW", "ABT", "ABBV", null, "MATX", "MWA", null, null, null, null, "VONG", "GOOGL", "PXF", "VDE", null, null, null, "RUSHA", null, "AXP", null, "T", null, null, "CAT", "AVGO", "LOW", null, null, null, "ETY", "WTTR", null, null, null, null, "ALTO", "HON", "HD", null, null, null, null, "QCOM", null, null, "ACI", "EMXC", "GOF", null, null, "GSIE", null, null, null, null, null, null, null, "META", null, null, null, null, "IVW", "IJH", null, null, null, null, null, null, null, null, null, null, null, null, null, "BMN", "MMC", "MA", null, null, "MSFT", "EVRG", null, "IJR", null, "KR", "ORCL", "OKE", null, null, null, "VHT", null, null, null, "IWF", "PEP", "VGSH", "IEMG", "IJK", "IVV", null, "IYR", "UNH", "AAPL", "SPY", null, null, "NVDA", "PLTR", "PFE", null, "LMT", "PG", null, "MRK", "VZ", null, "AMGN", null, null, null, null, "IEFA", "SPGI", null, null, "SCHX", null, null, null, "ROP", "SPDW", "GLD", null, null, null, "SPYG", null, null, "SPLG", "IBM", "SYK", "SBUX", "TMO", "TRV", "BIV", "VNQ", "VO", "VOE", "SCHW", "STAG", "VWO", null, "IWV", null, null, null, null, null, null, null, null, "VIG", "EOT", null, null, "IEF", null, null, null, null, null, null, "VRTX", null, "RGLD", "AON", "APH", "AMD", "FI", "FTNT", "IWP", "IWR", null, "GSLC", "BKR", "CGTX", "IMUX", null, "LANC", null, "PEG", "AMZN", "SCHB", null, null, null, null, null, null, "DKNG", "VEU", "VGT", "ESGV", "VUG", "VFH", "VEA", "VGK", "BLV", "VONE", "VXUS", "VOOG", "VBK", "VTEB", "BND", "VBR", "BSV", "VT", "VB", "VOO", "VUSB", null, "VTV", "V", "WMT", null, "Z", "FHB", null, null, null, "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", "SO", null, "CRM", null, null, null, "UHS", null, "SPYV", null, "GWW", "AUR", "BAC", "BNS", "BK", "BRK-B", null, "CNI", "CBOE", "CAVA", "CELH", "CTAS", "CSCO", "CLX", "KO", "CPRT", "COST", "CRWD", null, "DFAC", "RSP", "EFA", "USMV", "IWB", "QQQ", "IWM", "EPD", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-10
- Total Holdings
- 296
- Total Value
- 2132482698
- Accession Number
- 0001085146-25-002020
- Form Type
- 13F-HR
- Manager Name
- Retirement-Planning-Group
Data Enrichment
58% identified172 identified124 unidentified
Holdings
296 positions
Manager:
Search and click to pin securities to the top
Page 11 of 15
41653L503
Shares:12.0K
Value:$462.9K
464287796
Shares:8.7K
Value:$429.5K
33734X176
Shares:3.1K
Value:$414.0K
45782C318
Shares:11.3K
Value:$403.4K
808524789
Shares:17.4K
Value:$400.9K
45782C664
Shares:9.5K
Value:$396.1K
26922B642
Shares:17.3K
Value:$394.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip41653L503)✕ | 12.0K | QoQ NEW(+12.0K) YoY NEW(+12.0K) | All Managers (Combined) | $462.9K | QoQ NEW(+$462.9K) YoY NEW(+$462.9K) |
7.6K | All Managers (Combined) | $462.3K | |||
4.4K | All Managers (Combined) | $454.0K | |||
1.6K | YoY NEW(+1.6K) | All Managers (Combined) | $443.3K | YoY NEW(+$443.3K) | |
3.3K | All Managers (Combined) | $442.0K | |||
(cusip464287796)✕ | 8.7K | All Managers (Combined) | $429.5K | ||
5.8K | QoQ NEW(+5.8K) YoY NEW(+5.8K) | All Managers (Combined) | $427.7K | QoQ NEW(+$427.7K) YoY NEW(+$427.7K) | |
4.4K | QoQ -6.95% (-326)YoY NEW(+4.4K) | All Managers (Combined) | $427.0K | YoY NEW(+$427.0K) | |
11.7K | All Managers (Combined) | $424.9K | |||
4.6K | All Managers (Combined) | $416.1K | |||
(cusip33734X176)✕ | 3.1K | QoQ 0.00% (-0)YoY +0.03% (-1) | All Managers (Combined) | $414.0K | |
17.5K | QoQ NEW(+17.5K) YoY NEW(+17.5K) | All Managers (Combined) | $411.0K | QoQ NEW(+$411.0K) YoY NEW(+$411.0K) | |
14.4K | YoY NEW(+14.4K) | All Managers (Combined) | $408.5K | YoY NEW(+$408.5K) | |
(cusip45782C318)✕ | 11.3K | QoQ 0.00% (-0) | All Managers (Combined) | $403.4K | |
3.5K | All Managers (Combined) | $401.2K | |||
(cusip808524789)✕ | 17.4K | All Managers (Combined) | $400.9K | ||
(cusip45782C664)✕ | 9.5K | QoQ -1.02% (-98)YoY -5.70% (-574) | All Managers (Combined) | $396.1K | |
(cusip26922B642)✕ | 17.3K | YoY NEW(+17.3K) | All Managers (Combined) | $394.4K | YoY NEW(+$394.4K) |
1.1K | All Managers (Combined) | $387.7K | |||
ELI LILLY & Co(LLYcusip532457108) | 465 | YoY NEW(+465) | All Managers (Combined) | $383.6K | YoY NEW(+$383.6K) |