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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Retirement-Planning-Group
Data Enrichment
58% identified172 identified124 unidentified
Holdings
296 positions • $2.1B total value
Manager:
Search and click to pin securities to the top
Page 6 of 15
78463X202
Shares:25.9K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.1B)
464287572
Shares:14.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.1B)
Shares:88.1K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.1B)
37954Y715
Shares:47.2K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.1B)
92647N568
Shares:17.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.1B)
464288406
Shares:18.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.1B)
89157W707
Shares:46.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$2.1B)
09290C103
Shares:24.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$2.1B)
00162Q452
Shares:21.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$2.1B)
316092501
Shares:16.1K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$2.1B)
464286392
Shares:7.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$2.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Evergy, Inc.(EVRGcusip30034W106) | 21.1K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.1B) | ||
| 8.5K | QoQ -2.64% (-230)YoY -4.55% (-404) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.1B) | ||
(cusip78463X202)✕ | 25.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.1B) | |
(cusip464287572)✕ | 14.4K | QoQ -4.38% (-660)YoY NEW(+14.4K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.1B) | YoY NEW(+$1.4M) |
| 88.1K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.1B) | |||
(cusip37954Y715)✕ | 47.2K | YoY NEW(+47.2K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | YoY NEW(+$1.3M) |
(cusip92647N568)✕ | 17.0K | QoQ NEW(+17.0K) YoY NEW(+17.0K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
(cusip464288406)✕ | 18.0K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | ||
| 28.8K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | |||
| 5.1K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | |||
STARBUCKS CORP(SBUXcusip855244109) | 12.5K | YoY NEW(+12.5K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.1B) | YoY NEW(+$1.2M) |
(cusip89157W707)✕ | 46.7K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.1B) | ||
(cusip09290C103)✕ | 24.8K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.1B) | ||
| 3.4K | QoQ -4.76% (-171)YoY NEW(+3.4K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.1B) | YoY NEW(+$1.2M) | |
| 3.3K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.1B) | |||
| 3.6K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$2.1B) | |||
(cusip00162Q452)✕ | 21.6K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$2.1B) | ||
ONEOK INC /NEW/(OKEcusip682680103) | 11.3K | QoQ -0.72% (-82)YoY NEW(+11.3K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$2.1B) | YoY NEW(+$1.1M) |
(cusip316092501)✕ | 16.1K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$2.1B) | ||
(cusip464286392)✕ | 7.3K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$2.1B) |