Retirement-Planning-Group

Filing Details

13F-HR2025-03-31
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% identified
172 identified124 unidentified

Holdings

296 positions
Manager:
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Page 9 of 15
PROCTER & GAMBLE Co
Shares:4.4K
Value:$754.4K
922907712
Shares:10.1K
Value:$746.6K
SCHWAB CHARLES CORP
Shares:9.5K
Value:$745.3K
808524508
Shares:28.2K
Value:$738.7K
92204A405
Shares:6.1K
Value:$730.8K
CAVA GROUP, INC.
Shares:8.4K
Value:$726.8K
26922A446
Shares:20.6K
Value:$719.4K
45782C680
Shares:19.0K
Value:$716.8K
464287499
Shares:8.4K
Value:$715.2K
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
808524797
Shares:23.0K
Value:$643.2K
Broadcom Inc.
Shares:3.8K
Value:$642.6K
92204A504
Shares:2.4K
Value:$639.0K
AbbVie Inc.
Shares:3.0K
Value:$638.8K
33734X150
Shares:9.1K
Value:$636.6K