PG

Plan Group Financial, LLC

13F
Plan Group Financial, LLC
Last update 2025-05-09 148 Stocks (46 new)
Value $280.00 Mil Turnover 36 %
Countries:
Top Holdings: VOO(7.20%)ACWI(4.60%)COWZ(4.47%)IWR(3.85%)DFAI(3.78%)
Summary Stock Picks Current Portfolio
Plan Group Financial, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
39,248
20,170.0
+30.15%
7.200
+1.67%
0.000
-0.49%
+0.90%
601,339.2
 
ACWI 		iShares MSCI ACWI Index Fund
110,768
12,892.3
+40.48%
4.600
+1.33%
0.060
+2.33%
+5.23%
21,390.8
 
COWZ 		Pacer US Cash Cows 100 ETF
228,562
12,516.0
+21.31%
4.470
+0.79%
0.060
-6.02%
-4.72%
21,082.3
 
IWR 		iShares Russell Mid-Cap ETF
126,666
10,775.5
+36.81%
3.850
+1.04%
0.030
-0.26%
+0.94%
40,463.2
 
DFAI 		Dimensional International Core Equity Market ETF
339,116
10,590.6
+21.76%
3.780
+0.68%
0.120
+9.62%
+16.90%
10,120.5
 
IJR 		iShares Core S&P Small-Cap ETF
97,056
10,149.1
+40.14%
3.620
+1.04%
0.010
-5.45%
-8.27%
76,856.0
 
DFAE 		Dimensional Emerging Core Equity Market ETF
387,218
10,025.1
+22.96%
3.580
+0.67%
0.190
+6.31%
+7.56%
5,601.2
 
RPG 		Invesco S&P 500 Pure Growth ETF
223,510
8,549.2
+21.92%
3.050
+0.55%
0.590
+1.93%
+3.95%
1,564.8
 
REZ 		iShares Residential and Multisector Real Estate ETF
70,164
6,063.6
+41.31%
2.160
+0.63%
0.720
-3.96%
+3.56%
802.0
 
EMB 		iShares J.P. Morgan USD Emerging Markets Bond ETF
64,361
5,830.5
+11.59%
2.080
+0.22%
0.050
-0.26%
+3.60%
12,874.5
 

Plan Group Financial, LLC's Historical Top Holdings Breakdowns

Plan Group Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+1.67%
●
507.05 ($540.58) 563.67
$541.76
0.22%
Add 30.15%
39,248
9,093
ACWI 		iShares MSCI ACWI Index Fund2025-03-31Add
+1.33%
●
115.16 ($119.81) 124.13
$123.65
3.21%
Add 40.48%
110,768
31,919
XOM 		Exxon Mobil Corp2025-03-31Add
+1.26%
●
105.44 ($110.59) 118.93
$102.30
-7.50%
Add 231.85%
42,348
29,587
GLD 		SPDR Gold Shares ETF2025-03-31Add
+1.06%
●
243.19 ($264.45) 288.14
$303.60
14.80%
Add 178.84%
16,159
10,364
IWR 		iShares Russell Mid-Cap ETF2025-03-31Add
+1.04%
●
82.81 ($89.19) 92.93
$88.96
-0.26%
Add 36.81%
126,666
34,083
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+1.04%
●
102.49 ($112.84) 119.96
$105.37
-6.62%
Add 40.14%
97,056
27,798
COWG 		Pacer US Large Cap Cash Cows Growth Leaders ETF2025-03-31New Buy
+1.00%
●
30.38 ($33.03) 35.87
$34.46
4.33%
New holding
91,377
91,377
EDIV 		SPDR S&P Emerging Markets Dividend ETF2025-03-31New Buy
+0.94%
●
34.23 ($35.74) 36.9
$37.70
5.48%
New holding
73,889
73,889
OUNZ 		VanEck Merk Gold ETF2025-03-31New Buy
+0.90%
●
25.41 ($27.65) 30.14
$31.76
14.86%
New holding
83,500
83,500
COWZ 		Pacer US Cash Cows 100 ETF2025-03-31Add
+0.79%
●
53.6 ($56.92) 58.97
$53.59
-5.85%
Add 21.31%
228,562
40,155

Plan Group Financial, LLC Total Holding History ($B)

To

Plan Group Financial, LLC's Asset Allocation

To

Plan Group Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Plan Group Financial, LLC's Hypothetical Growth since 2025-03-31

Plan Group Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Plan Group Financial, LLC's Holdings Heat Map

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Plan Group Financial, LLC's Holdings Bubble Chart

Plan Group Financial, LLC News

  • 1

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