Retirement Planning Group, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
172 identified124 unidentified

Holdings

296 positions
Manager:
SEC
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Page 2 of 15
922908744
VTV|922908744
Shares:
137563(+109.6%)
Value:
$23.8B(+113.8%)
69374H881
69374H881
Shares:
356169(-20.6%)
Value:
$19.5B(-23.0%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
39374(+2.3%)
Value:
$18.5B(-6.2%)
78464A508
SPYV|78464A508
Shares:
353161(-3.6%)
Value:
$18.0B(-3.8%)
78433H501
78433H501
Shares:
267473(-33.8%)
Value:
$13.3B(-34.0%)
921937835
BND|921937835
Shares:
153217(-31.2%)
Value:
$11.3B(-29.7%)
MICROSOFT CORP
MSFT|594918104
Shares:
27369(+16.6%)
Value:
$10.3B(+3.9%)
97717X669
97717X669
Shares:
117339(-1.8%)
Value:
$9.4B(-3.1%)
921937819
BIV|921937819
Shares:
115245(+213.5%)
Value:
$8.8B(+221.2%)
78464A672
78464A672
Shares:
304138(-3.9%)
Value:
$8.7B(-1.5%)
921943858
VEA|921943858
Shares:
165503(+99.3%)
Value:
$8.4B(+111.9%)
922908769
VTI|922908769
Shares:
29549(+9.7%)
Value:
$8.1B(+4.0%)
464287309
IVW|464287309
Shares:
72966(-1.6%)
Value:
$6.8B(-10.1%)
92206C102
VGSH|92206C102
Shares:
105357(-6.0%)
Value:
$6.2B(-5.1%)
464287200
IVV|464287200
Shares:
10662(-9.6%)
Value:
$6.0B(-13.7%)
808524805
SCHF|808524805
Shares:
287568(+15.5%)
Value:
$5.7B(+23.4%)
922908629
VO|922908629
Shares:
20483(-3.7%)
Value:
$5.3B(-5.7%)
45782C391
45782C391
Shares:
115086(+0.0%)
Value:
$5.2B(-1.3%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
9309(-14.8%)
Value:
$5.2B(-18.6%)
81369Y407
81369Y407
Shares:
25492(+10.7%)
Value:
$5.0B(-2.5%)