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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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.7K

Value:$919.4K

% of Portfolio:0.0% ($919.4K/$2.1B)

92206C680

VONG|92206C680

Shares:9.7K

Value:$904.0K

% of Portfolio:0.0% ($904.0K/$2.1B)

81369Y704

Shares:6.8K

Value:$897.7K

% of Portfolio:0.0% ($897.7K/$2.1B)

464287507

IJH|464287507

Shares:15.4K

Value:$897.2K

% of Portfolio:0.0% ($897.2K/$2.1B)

COCA COLA CO

KO|191216100

Shares:12.4K

Value:$887.6K

% of Portfolio:0.0% ($887.6K/$2.1B)

26922B709

Shares:42.5K

Value:$887.4K

% of Portfolio:0.0% ($887.4K/$2.1B)

921937793

BLV|921937793

Shares:12.6K

Value:$886.1K

% of Portfolio:0.0% ($886.1K/$2.1B)

316092600

Shares:12.9K

Value:$884.5K

% of Portfolio:0.0% ($884.5K/$2.1B)

464287168

DVY|464287168

Shares:6.6K

Value:$884.4K

% of Portfolio:0.0% ($884.4K/$2.1B)

46435G268

Shares:13.6K

Value:$849.7K

% of Portfolio:0.0% ($849.7K/$2.1B)

26922B535

Shares:27.5K

Value:$848.1K

% of Portfolio:0.0% ($848.1K/$2.1B)

AMGEN INC

AMGN|031162100

Shares:2.7K

Value:$845.2K

% of Portfolio:0.0% ($845.2K/$2.1B)

02507A101

Shares:17.1K

Value:$830.9K

% of Portfolio:0.0% ($830.9K/$2.1B)

78464A409

SPYG|78464A409

Shares:10.2K

Value:$819.3K

% of Portfolio:0.0% ($819.3K/$2.1B)

45782C326

Shares:20.3K

Value:$803.8K

% of Portfolio:0.0% ($803.8K/$2.1B)

83418M103

Shares:36.9K

Value:$802.0K

% of Portfolio:0.0% ($802.0K/$2.1B)

FIRST HAWAIIAN, INC.

FHB|32051X108

Shares:32.7K

Value:$799.4K

% of Portfolio:0.0% ($799.4K/$2.1B)

45782C383

Shares:19.9K

Value:$794.9K

% of Portfolio:0.0% ($794.9K/$2.1B)

45782C672

Shares:22.5K

Value:$779.1K

% of Portfolio:0.0% ($779.1K/$2.1B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:12.3K

Value:$757.0K

% of Portfolio:0.0% ($757.0K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.7K	QoQ +5.20% (+183) YoY NEW(+3.7K)	All Managers (Combined)	$919.4K	0.0% ($919.4K/$2.1B)	QoQ +18.98% (+$146.7K) YoY NEW(+$919.4K)
(VONGcusip92206C680)	9.7K	QoQ NEW(+9.7K) YoY NEW(+9.7K)	All Managers (Combined)	$904.0K	0.0% ($904.0K/$2.1B)	QoQ NEW(+$904.0K) YoY NEW(+$904.0K)
(cusip81369Y704)✕	6.8K	QoQ -2.28% (-160) YoY +10.11% (+629)	All Managers (Combined)	$897.7K	0.0% ($897.7K/$2.1B)	QoQ -2.78% (-$25.8K) YoY +14.58% (+$114.3K)
(IJHcusip464287507)	15.4K	QoQ -0.73% (-114) YoY -16.18% (-3.0K)	All Managers (Combined)	$897.2K	0.0% ($897.2K/$2.1B)	QoQ -7.04% (-$68.0K) YoY -19.48% (-$217.1K)
COCA COLA CO(KOcusip191216100)	12.4K	QoQ +2.98% (+359) YoY NEW(+12.4K)	All Managers (Combined)	$887.6K	0.0% ($887.6K/$2.1B)	QoQ +18.46% (+$138.3K) YoY NEW(+$887.6K)
(cusip26922B709)✕	42.5K	QoQ +4.88% (+2.0K) YoY NEW(+42.5K)	All Managers (Combined)	$887.4K	0.0% ($887.4K/$2.1B)	QoQ +8.92% (+$72.7K) YoY NEW(+$887.4K)
(BLVcusip921937793)	12.6K	QoQ -55.79% (-15.9K) YoY NEW(+12.6K)	All Managers (Combined)	$886.1K	0.0% ($886.1K/$2.1B)	QoQ -54.51% (-$1.1M) YoY NEW(+$886.1K)
(cusip316092600)✕	12.9K	QoQ 0.00% (+0) YoY -0.79% (-104)	All Managers (Combined)	$884.5K	0.0% ($884.5K/$2.1B)	QoQ +4.54% (+$38.5K) YoY -2.85% (-$26.0K)
(DVYcusip464287168)	6.6K	QoQ -2.64% (-179) YoY -83.53% (-33.4K)	All Managers (Combined)	$884.4K	0.0% ($884.4K/$2.1B)	QoQ -0.42% (-$3.7K) YoY -82.05% (-$4.0M)
(cusip46435G268)✕	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$849.7K	0.0% ($849.7K/$2.1B)	QoQ NEW(+$849.7K) YoY NEW(+$849.7K)
(cusip26922B535)✕	27.5K	QoQ +3.48% (-924) YoY NEW(+27.5K)	All Managers (Combined)	$848.1K	0.0% ($848.1K/$2.1B)	QoQ -1.04% (-$8.9K) YoY NEW(+$848.1K)
AMGEN INC(AMGNcusip031162100)	2.7K	QoQ -17.23% (-565) YoY +141.15% (+1.6K)	All Managers (Combined)	$845.2K	0.0% ($845.2K/$2.1B)	QoQ -1.05% (-$9.1K) YoY +164.24% (+$525.4K)
(cusip02507A101)✕	17.1K	QoQ -31.75% (-7.9K) YoY NEW(+17.1K)	All Managers (Combined)	$830.9K	0.0% ($830.9K/$2.1B)	QoQ -33.00% (-$409.3K) YoY NEW(+$830.9K)
(SPYGcusip78464A409)	10.2K	QoQ +8.43% (-793) YoY +19.71% (+1.7K)	All Managers (Combined)	$819.3K	0.0% ($819.3K/$2.1B)	QoQ -0.85% (-$7.1K) YoY +31.53% (+$196.4K)
(cusip45782C326)✕	20.3K	QoQ 0.00% (-0) YoY -32.92% (-9.9K)	All Managers (Combined)	$803.8K	0.0% ($803.8K/$2.1B)	QoQ -1.60% (-$13.1K) YoY -25.26% (-$271.7K)
(cusip83418M103)✕	36.9K	QoQ +0.47% (-175) YoY NEW(+36.9K)	All Managers (Combined)	$802.0K	0.0% ($802.0K/$2.1B)	QoQ -24.03% (-$253.7K) YoY NEW(+$802.0K)
FIRST HAWAIIAN, INC.(FHBcusip32051X108)	32.7K	QoQ -5.55% (-1.9K) YoY NEW(+32.7K)	All Managers (Combined)	$799.4K	0.0% ($799.4K/$2.1B)	QoQ -11.05% (-$99.3K) YoY NEW(+$799.4K)
(cusip45782C383)✕	19.9K	QoQ -2.07% (-421) YoY +0.66% (+131)	All Managers (Combined)	$794.9K	0.0% ($794.9K/$2.1B)	QoQ -2.69% (-$22.0K) YoY +9.20% (+$67.0K)
(cusip45782C672)✕	22.5K	QoQ -4.39% (-1.0K) YoY -23.17% (-6.8K)	All Managers (Combined)	$779.1K	0.0% ($779.1K/$2.1B)	QoQ -6.79% (-$56.8K) YoY -18.53% (-$177.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	12.3K	QoQ -1.83% (-229) YoY -16.32% (-2.4K)	All Managers (Combined)	$757.0K	0.0% ($757.0K/$2.1B)	QoQ +2.32% (-$17.2K) YoY +3.44% (-$25.2K)