Retirement Planning Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

Retirement Planning Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 296 holdings worth $2.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0001508195
Manager Name: Retirement Planning Group, LLC

Data Enrichment

58% identified

172 identified124 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

296 positions • $2,132,482.698K total value

296 positions

Manager:

SEC FilingSEC DataHachi Filing

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922908363

VOO|922908363

440684(+452.9%)

Value:

$226.5B(+427.3%)

97717Y477

3341641

Value:

$146.7B

35473P108

4259032(+145.1%)

Value:

$138.8B(+166.1%)

316092527

3478053(+34.7%)

Value:

$136.2B(+28.1%)

72201R585

4489336(+19.2%)

Value:

$118.3B(+21.1%)

032108409

2660216(-27.3%)

Value:

$108.5B(-26.7%)

92647X863

4960651(+33.5%)

Value:

$108.1B(+36.1%)

316092840

1827617(+595.3%)

Value:

$90.6B(+590.6%)

316188309

1964840(+23.0%)

Value:

$89.7B(+25.1%)

02072L607

2358510(+11.5%)

Value:

$82.7B(+19.6%)

26923G707

3192612(+21.4%)

Value:

$72.1B(+22.1%)

78433H402

1370745(+31.3%)

Value:

$64.6B(+32.5%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

47915(+43.8%)

Value:

$45.3B(+48.4%)

808524102

SCHB|808524102

1778153(-69.2%)

Value:

$38.3B(-70.8%)

381430503

GSLC|381430503

322347(-69.6%)

Value:

$35.5B(-70.9%)

921908844

VIG|921908844

182196(-75.6%)

Value:

$35.3B(-75.9%)

922908736

VUG|922908736

83597(+56.2%)

Value:

$31.0B(+41.1%)

46137V431

293691(-79.2%)

Value:

$29.3B(-80.2%)

46434V456

714510(-71.7%)

Value:

$28.4B(-69.7%)

Apple Inc.

AAPL|037833100

124639(-0.1%)

Value:

$27.7B(-11.3%)

Instrument	Shares		Other Manager	Value
(VOOcusip922908363)	440.7K	QoQ +452.89% (+361.0K) YoY +2096.72% (+420.6K)	All Managers (Combined)	$226.5M	QoQ +427.34% (+$183.5M) YoY +2248.45% (+$216.8M)
(cusip97717Y477)✕	3.3M	QoQ NEW(+3.3M) YoY NEW(+3.3M)	All Managers (Combined)	$146.7M	QoQ NEW(+$146.7M) YoY NEW(+$146.7M)
(cusip35473P108)✕	4.3M	QoQ +145.06% (+2.5M) YoY +205.39% (+2.9M)	All Managers (Combined)	$138.8M	QoQ +166.13% (+$86.6M) YoY +209.18% (+$93.9M)
(cusip316092527)✕	3.5M	QoQ +34.68% (+895.7K) YoY NEW(+3.5M)	All Managers (Combined)	$136.2M	QoQ +28.10% (+$29.9M) YoY NEW(+$136.2M)
(cusip72201R585)✕	4.5M	QoQ +19.17% (+722.5K) YoY NEW(+4.5M)	All Managers (Combined)	$118.3M	QoQ +21.15% (+$20.7M) YoY NEW(+$118.3M)
(cusip032108409)✕	2.7M	QoQ -27.26% (-997.1K) YoY -11.31% (-339.4K)	All Managers (Combined)	$108.5M	QoQ -26.74% (-$39.6M) YoY -7.00% (-$8.2M)
(cusip92647X863)✕	5.0M	QoQ +33.45% (+1.2M) YoY NEW(+5.0M)	All Managers (Combined)	$108.1M	QoQ +36.13% (+$28.7M) YoY NEW(+$108.1M)
(cusip316092840)✕	1.8M	QoQ +595.32% (+1.6M) YoY +857.26% (+1.6M)	All Managers (Combined)	$90.6M	QoQ +590.58% (+$77.5M) YoY +947.90% (+$82.0M)
(cusip316188309)✕	2.0M	QoQ +22.97% (+367.0K) YoY +345.47% (+1.5M)	All Managers (Combined)	$89.7M	QoQ +25.10% (+$18.0M) YoY +348.81% (+$69.7M)
(cusip02072L607)✕	2.4M	QoQ +11.51% (+243.5K) YoY +31.81% (+569.3K)	All Managers (Combined)	$82.7M	QoQ +19.61% (+$13.6M) YoY +36.98% (+$22.3M)
(cusip26923G707)✕	3.2M	QoQ +21.40% (+563.0K) YoY +336.64% (+2.5M)	All Managers (Combined)	$72.1M	QoQ +22.05% (+$13.0M) YoY +339.37% (+$55.7M)
(cusip78433H402)✕	1.4M	QoQ +31.26% (+326.5K) YoY NEW(+1.4M)	All Managers (Combined)	$64.6M	QoQ +32.53% (+$15.9M) YoY NEW(+$64.6M)
Costco Wholesale Corp /New(COSTcusip22160K105)	47.9K	QoQ +43.77% (+14.6K) YoY +50.32% (+16.0K)	All Managers (Combined)	$45.3M	QoQ +48.40% (+$14.8M) YoY +94.05% (+$22.0M)
(SCHBcusip808524102)	1.8M	QoQ -69.22% (-4.0M) YoY -14.34% (-297.9K)	All Managers (Combined)	$38.3M	QoQ -70.80% (-$92.9M) YoY -69.79% (-$88.5M)
(GSLCcusip381430503)	322.3K	QoQ -69.56% (-736.7K) YoY -64.30% (-580.8K)	All Managers (Combined)	$35.5M	QoQ -70.91% (-$86.5M) YoY -62.14% (-$58.3M)
(VIGcusip921908844)	182.2K	QoQ -75.63% (-565.5K) YoY -72.67% (-484.5K)	All Managers (Combined)	$35.3M	QoQ -75.86% (-$111.1M) YoY -70.96% (-$86.4M)
(VUGcusip922908736)	83.6K	QoQ +56.16% (+30.1K) YoY +67.63% (+33.7K)	All Managers (Combined)	$31.0M	QoQ +41.09% (+$9.0M) YoY +80.59% (+$13.8M)
(cusip46137V431)✕	293.7K	QoQ -79.24% (-1.1M) YoY -76.02% (-931.5K)	All Managers (Combined)	$29.3M	QoQ -80.23% (-$119.1M) YoY -77.51% (-$101.1M)
(cusip46434V456)✕	714.5K	QoQ -71.65% (-1.8M) YoY -65.07% (-1.3M)	All Managers (Combined)	$28.4M	QoQ -69.68% (-$65.2M) YoY -65.04% (-$52.8M)
Apple Inc.(AAPLcusip037833100)	124.6K	QoQ -0.05% (-72) YoY +36.55% (+33.4K)	All Managers (Combined)	$27.7M	QoQ -11.34% (-$3.5M) YoY +76.88% (+$12.0M)