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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PROCTER & GAMBLE Co

PG|742718109

Shares:4.4K

Value:$754.4K

% of Portfolio:0.0% ($754.4K/$2.1B)

922907712

Shares:10.1K

Value:$746.6K

% of Portfolio:0.0% ($746.6K/$2.1B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:9.5K

Value:$745.3K

% of Portfolio:0.0% ($745.3K/$2.1B)

808524508

Shares:28.2K

Value:$738.7K

% of Portfolio:0.0% ($738.7K/$2.1B)

92204A405

VFH|92204A405

Shares:6.1K

Value:$730.8K

% of Portfolio:0.0% ($730.8K/$2.1B)

CAVA GROUP, INC.

CAVA|148929102

Shares:8.4K

Value:$726.8K

% of Portfolio:0.0% ($726.8K/$2.1B)

26922A446

Shares:20.6K

Value:$719.4K

% of Portfolio:0.0% ($719.4K/$2.1B)

45782C680

Shares:19.0K

Value:$716.8K

% of Portfolio:0.0% ($716.8K/$2.1B)

464287499

IWR|464287499

Shares:8.4K

Value:$715.2K

% of Portfolio:0.0% ($715.2K/$2.1B)

46641Q647

Shares:14.3K

Value:$715.0K

% of Portfolio:0.0% ($715.0K/$2.1B)

316092808

Shares:4.3K

Value:$693.1K

% of Portfolio:0.0% ($693.1K/$2.1B)

464288273

Shares:10.8K

Value:$689.2K

% of Portfolio:0.0% ($689.2K/$2.1B)

81369Y852

Shares:6.8K

Value:$660.1K

% of Portfolio:0.0% ($660.1K/$2.1B)

464287226

Shares:6.7K

Value:$659.5K

% of Portfolio:0.0% ($659.5K/$2.1B)

26922A784

Shares:14.7K

Value:$652.5K

% of Portfolio:0.0% ($652.5K/$2.1B)

808524797

SCHD|808524797

Shares:23.0K

Value:$643.2K

% of Portfolio:0.0% ($643.2K/$2.1B)

Broadcom Inc.

AVGO|11135F101

Shares:3.8K

Value:$642.6K

% of Portfolio:0.0% ($642.6K/$2.1B)

92204A504

VHT|92204A504

Shares:2.4K

Value:$639.0K

% of Portfolio:0.0% ($639.0K/$2.1B)

AbbVie Inc.

ABBV|00287Y109

Shares:3.0K

Value:$638.8K

% of Portfolio:0.0% ($638.8K/$2.1B)

33734X150

Shares:9.1K

Value:$636.6K

% of Portfolio:0.0% ($636.6K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	4.4K	QoQ -5.88% (-277) YoY +0.06% (+3)	All Managers (Combined)	$754.4K	0.0% ($754.4K/$2.1B)	QoQ -4.34% (-$34.3K) YoY +5.08% (+$36.5K)
(cusip922907712)✕	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$746.6K	0.0% ($746.6K/$2.1B)	QoQ NEW(+$746.6K) YoY NEW(+$746.6K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	9.5K	QoQ +0.29% (+28) YoY NEW(+9.5K)	All Managers (Combined)	$745.3K	0.0% ($745.3K/$2.1B)	QoQ +6.08% (+$42.7K) YoY NEW(+$745.3K)
(cusip808524508)✕	28.2K	QoQ -0.06% (-17) YoY +155.91% (-17.2K)	All Managers (Combined)	$738.7K	0.0% ($738.7K/$2.1B)	QoQ -5.50% (-$43.0K) YoY -17.66% (-$158.4K)
(VFHcusip92204A405)	6.1K	QoQ +138.85% (+3.6K) YoY -39.87% (-4.1K)	All Managers (Combined)	$730.8K	0.0% ($730.8K/$2.1B)	QoQ +141.65% (+$428.4K) YoY -29.84% (-$310.9K)
CAVA GROUP, INC.(CAVAcusip148929102)	8.4K	QoQ -4.30% (-378) YoY NEW(+8.4K)	All Managers (Combined)	$726.8K	0.0% ($726.8K/$2.1B)	QoQ -26.68% (-$264.6K) YoY NEW(+$726.8K)
(cusip26922A446)✕	20.6K	QoQ +2.91% (-584) YoY NEW(+20.6K)	All Managers (Combined)	$719.4K	0.0% ($719.4K/$2.1B)	QoQ -3.04% (-$22.6K) YoY NEW(+$719.4K)
(cusip45782C680)✕	19.0K	QoQ -3.83% (-756) YoY -16.65% (-3.8K)	All Managers (Combined)	$716.8K	0.0% ($716.8K/$2.1B)	QoQ -5.63% (-$42.8K) YoY -11.00% (-$88.6K)
(IWRcusip464287499)	8.4K	QoQ +0.49% (-41) YoY -4.12% (-362)	All Managers (Combined)	$715.2K	0.0% ($715.2K/$2.1B)	QoQ -3.30% (-$24.4K) YoY -3.01% (-$22.2K)
(cusip46641Q647)✕	14.3K	QoQ NEW(+14.3K) YoY NEW(+14.3K)	All Managers (Combined)	$715.0K	0.0% ($715.0K/$2.1B)	QoQ NEW(+$715.0K) YoY NEW(+$715.0K)
(cusip316092808)✕	4.3K	QoQ +33.56% (+1.1K) YoY +29.45% (+978)	All Managers (Combined)	$693.1K	0.0% ($693.1K/$2.1B)	QoQ +16.50% (+$98.2K) YoY +33.95% (+$175.7K)
(cusip464288273)✕	10.8K	QoQ -41.58% (-7.7K) YoY NEW(+10.8K)	All Managers (Combined)	$689.2K	0.0% ($689.2K/$2.1B)	QoQ -38.91% (-$439.1K) YoY NEW(+$689.2K)
(cusip81369Y852)✕	6.8K	QoQ +2.22% (+149) YoY NEW(+6.8K)	All Managers (Combined)	$660.1K	0.0% ($660.1K/$2.1B)	QoQ +1.84% (+$12.0K) YoY NEW(+$660.1K)
(cusip464287226)✕	6.7K	QoQ +5.77% (+364) YoY -75.19% (-20.2K)	All Managers (Combined)	$659.5K	0.0% ($659.5K/$2.1B)	QoQ +7.97% (+$48.7K) YoY -74.94% (-$2.0M)
(cusip26922A784)✕	14.7K	QoQ +3.99% (-564) YoY NEW(+14.7K)	All Managers (Combined)	$652.5K	0.0% ($652.5K/$2.1B)	QoQ -1.14% (-$7.6K) YoY NEW(+$652.5K)
(SCHDcusip808524797)	23.0K	QoQ -23.27% (-7.0K) YoY +205.53% (+15.5K)	All Managers (Combined)	$643.2K	0.0% ($643.2K/$2.1B)	QoQ -21.47% (-$175.9K) YoY +5.95% (+$36.1K)
Broadcom Inc.(AVGOcusip11135F101)	3.8K	QoQ +71.33% (+1.6K) YoY +1526.27% (+3.6K)	All Managers (Combined)	$642.6K	0.0% ($642.6K/$2.1B)	QoQ +23.73% (+$123.3K) YoY +105.45% (+$329.8K)
(VHTcusip92204A504)	2.4K	QoQ +56.95% (+876) YoY NEW(+2.4K)	All Managers (Combined)	$639.0K	0.0% ($639.0K/$2.1B)	QoQ +63.78% (+$248.9K) YoY NEW(+$639.0K)
AbbVie Inc.(ABBVcusip00287Y109)	3.0K	QoQ +12.34% (+335) YoY -34.04% (-1.6K)	All Managers (Combined)	$638.8K	0.0% ($638.8K/$2.1B)	QoQ +32.46% (+$156.5K) YoY -24.11% (-$203.0K)
(cusip33734X150)✕	9.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$636.6K	0.0% ($636.6K/$2.1B)	QoQ -6.91% (-$47.3K) YoY -4.55% (-$30.3K)