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 5 of 15
Alphabet Inc.
GOOGL|02079K305
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13000(-3.5%)
Value:
$2.0B(-21.1%)
921909768
VXUS|921909768
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32267(+107.6%)
Value:
$2.0B(+118.8%)
922020805
922020805
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39643(-0.8%)
Value:
$2.0B(+2.3%)
81369Y209
81369Y209
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13313(-26.1%)
Value:
$1.9B(-21.5%)
46435G326
46435G326
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27783(-2.3%)
Value:
$1.9B(+4.4%)
808524409
808524409
Shares:
70237(-8.2%)
Value:
$1.9B(-6.4%)
BlackRock 2037 Municipal Target Term Trust
BMN|09262G108
Shares:
73404(+0.0%)
Value:
$1.9B(-0.9%)
26922A453
26922A453
Shares:
18557(+26.1%)
Value:
$1.9B(+26.2%)
81369Y506
81369Y506
Shares:
19788(-10.2%)
Value:
$1.8B(-2.0%)
46429B697
USMV|46429B697
Shares:
19203(-1.9%)
Value:
$1.8B(+3.5%)
JPMORGAN CHASE & CO
JPM|46625H100
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7057(-1.8%)
Value:
$1.7B(+0.5%)
NETFLIX INC
NFLX|64110L106
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1841(+2.5%)
Value:
$1.7B(+7.2%)
HOME DEPOT, INC.
HD|437076102
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4649(-0.9%)
Value:
$1.7B(-6.6%)
46641Q670
46641Q670
Shares:
36043(-7.9%)
Value:
$1.7B(-5.9%)
78464A631
78464A631
Shares:
10440(-17.6%)
Value:
$1.7B(-20.1%)
921937827
BSV|921937827
Shares:
20868(-43.9%)
Value:
$1.6B(-43.2%)
46090A804
46090A804
Shares:
34607(-4.3%)
Value:
$1.6B(-3.2%)
Eaton Vance National Municipal Opportunities Trust
EOT|27829L105
Shares:
89754(+0.0%)
Value:
$1.5B(+1.1%)
921932505
VOOG|921932505
Shares:
4418(-1.1%)
Value:
$1.5B(-9.7%)
26922A222
26922A222
Shares:
38014(+4.5%)
Value:
$1.5B(+0.5%)