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

Page 4 of 15

Sort by:

922020748

Shares:38.8K

Value:$3.0M

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

81369Y308

Shares:36.7K

Value:$3.0M

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

S&P Global Inc.

SPGI|78409V104

Shares:5.7K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.1B)

78464A854

SPLG|78464A854

Shares:43.7K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.1B)

Walmart Inc.

WMT|931142103

Shares:32.1K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.1B)

92204A702

VGT|92204A702

Shares:5.2K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.1B)

25434V401

Shares:44.0K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.1B)

922908751

VB|922908751

Shares:11.1K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.1B)

464287465

EFA|464287465

Shares:30.0K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.1B)

92204A207

Shares:11.1K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.1B)

808524839

Shares:100.9K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:19.4K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.1B)

922907746

VTEB|922907746

Shares:46.2K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.1B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:26.8K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.1B)

46138J619

Shares:41.5K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.1B)

464287606

IJK|464287606

Shares:26.0K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.1B)

46641Q761

Shares:38.3K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.1B)

69344A107

Shares:42.4K

Value:$2.1M

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

33740F805

Shares:47.5K

Value:$2.1M

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

Alphabet Inc.

GOOG|02079K107

Shares:13.1K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922020748)✕	38.8K	QoQ NEW(+38.8K) YoY NEW(+38.8K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.1B)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(cusip81369Y308)✕	36.7K	QoQ -7.34% (-2.9K) YoY -7.98% (-3.2K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.1B)	QoQ -3.74% (-$116.4K) YoY -1.58% (-$48.1K)
S&P Global Inc.(SPGIcusip78409V104)	5.7K	QoQ -0.34% (-20) YoY NEW(+5.7K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.1B)	QoQ +1.66% (-$47.9K) YoY NEW(+$2.9M)
(SPLGcusip78464A854)	43.7K	QoQ +173.08% (+27.7K) YoY NEW(+43.7K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.1B)	QoQ +160.48% (+$1.8M) YoY NEW(+$2.9M)
Walmart Inc.(WMTcusip931142103)	32.1K	QoQ -2.53% (-833) YoY +47.97% (+10.4K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.1B)	QoQ -5.29% (-$157.3K) YoY +115.90% (+$1.5M)
(VGTcusip92204A702)	5.2K	QoQ -2.65% (-141) YoY +6.19% (+302)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.1B)	QoQ -15.08% (-$498.7K) YoY +9.84% (+$251.5K)
(cusip25434V401)✕	44.0K	QoQ -1.69% (-759) YoY +21.09% (+7.7K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.1B)	QoQ -6.73% (-$192.3K) YoY +28.53% (+$591.0K)
(VBcusip922908751)	11.1K	QoQ +143.30% (+6.6K) YoY +93.58% (+5.4K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.1B)	QoQ +124.51% (+$1.4M) YoY +87.78% (+$1.2M)
(EFAcusip464287465)	30.0K	QoQ -22.20% (-8.6K) YoY NEW(+30.0K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.1B)	QoQ -15.91% (-$463.2K) YoY NEW(+$2.4M)
(cusip92204A207)✕	11.1K	QoQ +6.75% (+702) YoY -22.21% (-3.2K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.1B)	QoQ +10.51% (+$230.9K) YoY -16.61% (-$483.6K)
(cusip808524839)✕	100.9K	QoQ -5.40% (-5.8K) YoY -6.33% (-6.8K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.1B)	QoQ -3.49% (-$84.6K) YoY -52.83% (-$2.6M)
EXXON MOBIL CORP(XOMcusip30231G102)	19.4K	QoQ +17.03% (+2.8K) YoY +127.09% (+10.9K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.1B)	QoQ +29.38% (+$524.2K) YoY +132.34% (+$1.3M)
(VTEBcusip922907746)	46.2K	QoQ NEW(+46.2K) YoY NEW(+46.2K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.1B)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Palantir Technologies Inc.(PLTRcusip69608A108)	26.8K	QoQ +24.64% (+5.3K) YoY +39.82% (+7.6K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.1B)	QoQ +39.10% (+$635.7K) YoY +412.87% (+$1.8M)
(cusip46138J619)✕	41.5K	QoQ -5.10% (-2.2K) YoY -10.66% (-5.0K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.1B)	QoQ -6.71% (-$159.3K) YoY -13.77% (-$353.6K)
(IJKcusip464287606)	26.0K	QoQ -2.00% (-531) YoY -20.57% (-6.7K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.1B)	QoQ -10.24% (-$246.9K) YoY -27.50% (-$820.6K)
(cusip46641Q761)✕	38.3K	QoQ -1.13% (-438) YoY -6.58% (-2.7K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.1B)	QoQ -2.51% (-$55.7K) YoY -0.22% (-$5.0K)
(cusip69344A107)✕	42.4K	QoQ +1.27% (+536) YoY -40.77% (-29.2K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.1B)	QoQ +1.64% (+$34.2K) YoY -40.73% (-$1.5M)
(cusip33740F805)✕	47.5K	QoQ +87.09% (+22.1K) YoY +302.92% (+35.7K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.1B)	QoQ +90.88% (+$990.8K) YoY +305.14% (+$1.6M)
Alphabet Inc.(GOOGcusip02079K107)	13.1K	QoQ -0.45% (-60) YoY +153.48% (+7.9K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.1B)	QoQ -18.33% (-$458.4K) YoY +160.08% (+$1.3M)