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

SEC FilingSEC DataHachi Filing

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: retirement-planning-group
Manager Name: Retirement-Planning-Group

Data Enrichment

58% identified

172 identified124 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

296 positions • $2.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:45.2K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.1B)

AMAZON COM INC

AMZN|023135106

Shares:25.5K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.1B)

46434G764

EMXC|46434G764

Shares:84.7K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.1B)

46138E743

PXF|46138E743

Shares:83.0K

Value:$4.3M

% of Portfolio:0.2% ($4.3M/$2.1B)

SPDR GOLD TRUST

GLD|78463V107

Shares:14.9K

Value:$4.3M

% of Portfolio:0.2% ($4.3M/$2.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.6K

Value:$4.1M

% of Portfolio:0.2% ($4.1M/$2.1B)

89157W301

Shares:158.1K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.1B)

808524300

SCHG|808524300

Shares:157.4K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$2.1B)

922908553

VNQ|922908553

Shares:41.3K

Value:$3.7M

% of Portfolio:0.2% ($3.7M/$2.1B)

81369Y803

XLK|81369Y803

Shares:17.6K

Value:$3.6M

% of Portfolio:0.2% ($3.6M/$2.1B)

922042858

VWO|922042858

Shares:79.9K

Value:$3.6M

% of Portfolio:0.2% ($3.6M/$2.1B)

464287150

ITOT|464287150

Shares:29.1K

Value:$3.6M

% of Portfolio:0.2% ($3.6M/$2.1B)

78464A847

Shares:64.1K

Value:$3.3M

% of Portfolio:0.2% ($3.3M/$2.1B)

25434V708

DFAC|25434V708

Shares:99.2K

Value:$3.3M

% of Portfolio:0.2% ($3.3M/$2.1B)

72201R775

Shares:35.3K

Value:$3.3M

% of Portfolio:0.2% ($3.3M/$2.1B)

381430107

GSIE|381430107

Shares:88.5K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.1B)

464287804

IJR|464287804

Shares:30.0K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.1B)

33740F888

Shares:123.4K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.1B)

46641Q332

Shares:53.0K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.1B)

464287119

Shares:37.4K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	45.2K	QoQ +213.33% (+30.8K) YoY +7068.88% (+44.5K)	All Managers (Combined)	$4.9M	0.2% ($4.9M/$2.1B)	QoQ +152.88% (+$3.0M) YoY +760.53% (+$4.3M)
AMAZON COM INC(AMZNcusip023135106)	25.5K	QoQ +0.69% (-177) YoY +152.61% (+15.4K)	All Managers (Combined)	$4.9M	0.2% ($4.9M/$2.1B)	QoQ -12.67% (-$705.0K) YoY +166.45% (+$3.0M)
(EMXCcusip46434G764)	84.7K	QoQ -43.70% (-65.7K) YoY -41.07% (-59.0K)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.1B)	QoQ -44.07% (-$3.7M) YoY -43.61% (-$3.6M)
(PXFcusip46138E743)	83.0K	QoQ -5.36% (-4.7K) YoY +1.05% (+867)	All Managers (Combined)	$4.3M	0.2% ($4.3M/$2.1B)	QoQ +2.73% (-$114.8K) YoY +5.81% (+$237.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	14.9K	QoQ -2.79% (-429) YoY -25.88% (-5.2K)	All Managers (Combined)	$4.3M	0.2% ($4.3M/$2.1B)	QoQ +15.67% (-$582.5K) YoY +3.81% (-$158.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.6K	QoQ +13.27% (+894) YoY +39.55% (+2.2K)	All Managers (Combined)	$4.1M	0.2% ($4.1M/$2.1B)	QoQ +33.10% (+$1.0M) YoY +76.77% (+$1.8M)
(cusip89157W301)✕	158.1K	QoQ +0.09% (+149) YoY -4.63% (-7.7K)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.1B)	QoQ +0.15% (+$6.1K) YoY -4.21% (-$176.2K)
(SCHGcusip808524300)	157.4K	QoQ +25.65% (+32.1K) YoY +388.58% (+125.2K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$2.1B)	QoQ +12.89% (+$450.2K) YoY +31.94% (+$954.4K)
(VNQcusip922908553)	41.3K	QoQ +13.62% (+4.9K) YoY +5.74% (+2.2K)	All Managers (Combined)	$3.7M	0.2% ($3.7M/$2.1B)	QoQ +15.49% (+$501.1K) YoY +10.70% (+$361.3K)
(XLKcusip81369Y803)	17.6K	QoQ +35.92% (+4.7K) YoY +71.75% (+7.4K)	All Managers (Combined)	$3.6M	0.2% ($3.6M/$2.1B)	QoQ +20.70% (+$624.3K) YoY +70.27% (+$1.5M)
(VWOcusip922042858)	79.9K	QoQ +67.06% (+32.1K) YoY +11.98% (+8.6K)	All Managers (Combined)	$3.6M	0.2% ($3.6M/$2.1B)	QoQ +71.68% (+$1.5M) YoY +21.34% (+$636.0K)
(ITOTcusip464287150)	29.1K	QoQ -55.49% (-36.3K) YoY -52.52% (-32.3K)	All Managers (Combined)	$3.6M	0.2% ($3.6M/$2.1B)	QoQ -57.77% (-$4.9M) YoY -49.76% (-$3.5M)
(cusip78464A847)✕	64.1K	QoQ +2.92% (-1.8K) YoY -81.40% (-280.7K)	All Managers (Combined)	$3.3M	0.2% ($3.3M/$2.1B)	QoQ -3.68% (-$125.4K) YoY -82.16% (-$15.1M)
(DFACcusip25434V708)	99.2K	QoQ -1.45% (-1.5K) YoY +2.27% (+2.2K)	All Managers (Combined)	$3.3M	0.2% ($3.3M/$2.1B)	QoQ -6.01% (-$209.4K) YoY +5.60% (+$173.6K)
(cusip72201R775)✕	35.3K	QoQ -32.07% (-16.7K) YoY +554.30% (+29.9K)	All Managers (Combined)	$3.3M	0.2% ($3.3M/$2.1B)	QoQ -30.53% (-$1.4M) YoY +558.63% (+$2.8M)
(GSIEcusip381430107)	88.5K	QoQ -0.20% (-181) YoY -58.21% (-123.3K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.1B)	QoQ +6.71% (-$198.4K) YoY -56.55% (-$4.1M)
(IJRcusip464287804)	30.0K	QoQ -18.14% (-6.6K) YoY +208.64% (+20.3K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.1B)	QoQ -25.71% (-$1.1M) YoY +192.04% (+$2.1M)
(cusip33740F888)✕	123.4K	QoQ -33.07% (-61.0K) YoY NEW(+123.4K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.1B)	QoQ -32.80% (-$1.5M) YoY NEW(+$3.1M)
(cusip46641Q332)✕	53.0K	QoQ -0.91% (-492) YoY +375.57% (+41.9K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.1B)	QoQ -1.59% (-$49.0K) YoY +369.65% (+$2.4M)
(cusip464287119)✕	37.4K	QoQ 0.00% (-0) YoY -26.09% (-13.2K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.1B)	QoQ -9.60% (-$322.1K) YoY -20.69% (-$790.7K)