Retirement Planning Group, LLC
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
- CIK
- 0001508195
- Manager Name
- Retirement Planning Group, LLC
Data Enrichment
58% identified172 identified124 unidentified
Holdings
296 positions
Manager:
Search and click to pin securities to the top
Page 12 of 15
46137V373
Shares:12.4K
Value:$382.4K
808524706
Shares:13.6K
Value:$375.4K
45782C581
Shares:9.7K
Value:$371.6K
92204A603
Shares:1.5K
Value:$366.4K
45782C797
Shares:9.3K
Value:$362.3K
92204A801
Shares:1.9K
Value:$360.6K
464287457
Shares:4.3K
Value:$355.9K
45782C573
Shares:9.5K
Value:$354.2K
78468R853
Shares:8.5K
Value:$347.0K
45782C375
Shares:9.6K
Value:$342.3K
81369Y605
Shares:6.8K
Value:$339.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.1K | All Managers (Combined) | $383.3K | |||
(cusip46137V373)✕ | 12.4K | QoQ 0.00% (+0) | All Managers (Combined) | $382.4K | |
(cusip808524706)✕ | 13.6K | All Managers (Combined) | $375.4K | ||
934 | QoQ +4.70% (+42)YoY +5.06% (+45) | All Managers (Combined) | $372.9K | ||
(cusip45782C581)✕ | 9.7K | QoQ 0.00% (-0) | All Managers (Combined) | $371.6K | |
14.5K | All Managers (Combined) | $368.8K | |||
(cusip92204A603)✕ | 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $366.4K | QoQ NEW(+$366.4K) YoY NEW(+$366.4K) |
(cusip45782C797)✕ | 9.3K | QoQ 0.00% (-0) | All Managers (Combined) | $362.3K | |
(cusip92204A801)✕ | 1.9K | All Managers (Combined) | $360.6K | ||
Mastercard Inc(MAcusip57636Q104) | 652 | QoQ -3.69% (-25)YoY NEW(+652) | All Managers (Combined) | $357.1K | YoY NEW(+$357.1K) |
5.3K | QoQ +1.85% (+96)YoY +4.19% (+212) | All Managers (Combined) | $356.5K | ||
(cusip464287457)✕ | 4.3K | QoQ +0.44% (+19)YoY NEW(+4.3K) | All Managers (Combined) | $355.9K | YoY NEW(+$355.9K) |
(cusip45782C573)✕ | 9.5K | QoQ 0.00% (-0) | All Managers (Combined) | $354.2K | |
Copart Inc(CPRTcusip217204106) | 6.2K | QoQ +0.61% (-38) | All Managers (Combined) | $350.2K | |
(cusip78468R853)✕ | 8.5K | QoQ +2.98% (-247)YoY -7.78% (-719) | All Managers (Combined) | $347.0K | |
1.3K | YoY NEW(+1.3K) | All Managers (Combined) | $344.6K | YoY NEW(+$344.6K) | |
(cusip45782C375)✕ | 9.6K | QoQ 0.00% (-0)YoY -6.29% (-647) | All Managers (Combined) | $342.3K | |
1.8K | All Managers (Combined) | $340.1K | |||
(cusip81369Y605)✕ | 6.8K | YoY NEW(+6.8K) | All Managers (Combined) | $339.9K | YoY NEW(+$339.9K) |
Clorox Co /De/(CLXcusip189054109) | 2.2K | QoQ 0.00% (-0)YoY -4.04% (-94) | All Managers (Combined) | $328.5K |