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
Manager:
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Page 9 of 15
922907712
Shares:10.1K
Value:$746.6K
808524508
Shares:28.2K
Value:$738.7K
26922A446
Shares:20.6K
Value:$719.4K
45782C680
Shares:19.0K
Value:$716.8K
46641Q647
Shares:14.3K
Value:$715.0K
316092808
Shares:4.3K
Value:$693.1K
464288273
Shares:10.8K
Value:$689.2K
81369Y852
Shares:6.8K
Value:$660.1K
464287226
Shares:6.7K
Value:$659.5K
26922A784
Shares:14.7K
Value:$652.5K
33734X150
Shares:9.1K
Value:$636.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.4K | QoQ -5.88% (-277)YoY +0.06% (+3) | All Managers (Combined) | $754.4K | ||
(cusip922907712)✕ | 10.1K | QoQ NEW(+10.1K) YoY NEW(+10.1K) | All Managers (Combined) | $746.6K | QoQ NEW(+$746.6K) YoY NEW(+$746.6K) |
9.5K | QoQ +0.29% (+28)YoY NEW(+9.5K) | All Managers (Combined) | $745.3K | YoY NEW(+$745.3K) | |
(cusip808524508)✕ | 28.2K | All Managers (Combined) | $738.7K | ||
6.1K | All Managers (Combined) | $730.8K | |||
8.4K | QoQ -4.30% (-378)YoY NEW(+8.4K) | All Managers (Combined) | $726.8K | YoY NEW(+$726.8K) | |
(cusip26922A446)✕ | 20.6K | QoQ +2.91% (-584)YoY NEW(+20.6K) | All Managers (Combined) | $719.4K | YoY NEW(+$719.4K) |
(cusip45782C680)✕ | 19.0K | All Managers (Combined) | $716.8K | ||
8.4K | QoQ +0.49% (-41)YoY -4.12% (-362) | All Managers (Combined) | $715.2K | ||
(cusip46641Q647)✕ | 14.3K | QoQ NEW(+14.3K) YoY NEW(+14.3K) | All Managers (Combined) | $715.0K | QoQ NEW(+$715.0K) YoY NEW(+$715.0K) |
(cusip316092808)✕ | 4.3K | All Managers (Combined) | $693.1K | ||
(cusip464288273)✕ | 10.8K | YoY NEW(+10.8K) | All Managers (Combined) | $689.2K | YoY NEW(+$689.2K) |
(cusip81369Y852)✕ | 6.8K | QoQ +2.22% (+149)YoY NEW(+6.8K) | All Managers (Combined) | $660.1K | YoY NEW(+$660.1K) |
(cusip464287226)✕ | 6.7K | All Managers (Combined) | $659.5K | ||
(cusip26922A784)✕ | 14.7K | QoQ +3.99% (-564)YoY NEW(+14.7K) | All Managers (Combined) | $652.5K | YoY NEW(+$652.5K) |
23.0K | All Managers (Combined) | $643.2K | |||
Broadcom Inc.(AVGOcusip11135F101) | 3.8K | All Managers (Combined) | $642.6K | ||
2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $639.0K | YoY NEW(+$639.0K) | |
AbbVie Inc.(ABBVcusip00287Y109) | 3.0K | All Managers (Combined) | $638.8K | ||
(cusip33734X150)✕ | 9.1K | All Managers (Combined) | $636.6K |