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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922020748
922020748
Shares:
38813
Value:
$3.0B
81369Y308
81369Y308
Shares:
36665(-7.3%)
Value:
$3.0B(-3.7%)
S&P Global Inc.
SPGI|78409V104
Shares:
5742(-0.3%)
Value:
$2.9B(+1.7%)
78464A854
SPLG|78464A854
Shares:
43702(+173.1%)
Value:
$2.9B(+160.5%)
Walmart Inc.
WMT|931142103
Shares:
32063(-2.5%)
Value:
$2.8B(-5.3%)
92204A702
VGT|92204A702
Shares:
5176(-2.6%)
Value:
$2.8B(-15.1%)
25434V401
25434V401
Shares:
44020(-1.7%)
Value:
$2.7B(-6.7%)
922908751
VB|922908751
Shares:
11131(+143.3%)
Value:
$2.5B(+124.5%)
464287465
EFA|464287465
Shares:
29951(-22.2%)
Value:
$2.4B(-15.9%)
92204A207
92204A207
Shares:
11087(+6.8%)
Value:
$2.4B(+10.5%)
808524839
808524839
Shares:
100939(-5.4%)
Value:
$2.3B(-3.5%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
19405(+17.0%)
Value:
$2.3B(+29.4%)
922907746
VTEB|922907746
Shares:
46177
Value:
$2.3B
Palantir Technologies Inc.
PLTR|69608A108
Shares:
26793(+24.6%)
Value:
$2.3B(+39.1%)
46138J619
46138J619
Shares:
41520(-5.1%)
Value:
$2.2B(-6.7%)
464287606
IJK|464287606
Shares:
25968(-2.0%)
Value:
$2.2B(-10.2%)
46641Q761
46641Q761
Shares:
38286(-1.1%)
Value:
$2.2B(-2.5%)
69344A107
69344A107
Shares:
42448(+1.3%)
Value:
$2.1B(+1.6%)
33740F805
33740F805
Shares:
47465(+87.1%)
Value:
$2.1B(+90.9%)
Alphabet Inc.
GOOG|02079K107
Shares:
13067(-0.5%)
Value:
$2.0B(-18.3%)