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Retirement Planning Group, LLC

13F
Retirement Planning Group, LLC
Last update 2025-04-11 296 Stocks (41 new)
Value $2.13 Bil Turnover 34 %
Countries:
Retirement Planning Group, 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
440,684
226,472.1
+452.89%
10.620
+8.70%
0.030
+23.47%
+6.60%
611,876.4
 
QGRW
WisdomTree U.S. Quality Growth Fund
3,341,641
146,698.1
New Holding
6.880
+6.88%
16.770
+33.00%
+6.68%
1,500.3
 
FLQH
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
4,259,032
138,801.9
+145.07%
6.510
+3.85%
-
+9.66%
+21.05%
0
 
FSMD
Fidelity Small-Mid Multifactor ETF
3,478,053
136,200.6
+34.68%
6.390
+1.65%
14.780
+18.91%
+2.86%
1,525.9
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
4,489,336
118,294.0
+19.18%
5.550
+0.89%
2.890
+3.14%
+4.52%
5,794.8
 
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
2,660,216
108,457.0
-27.26%
5.090
-2.03%
2.650
+16.21%
+8.58%
4,608.5
 
UBND
VictoryShares Core Plus Intermediate Bond ETF
VictoryShares Core Plus Intermediate Bond ETF
4,960,651
108,142.2
+33.45%
5.070
+1.27%
17.190
+0.82%
+3.54%
1,016.2
 
FDVV
Fidelity High Dividend ETF
1,827,617
90,649.8
+595.32%
4.250
+3.64%
1.680
+20.02%
+7.56%
5,284.8
 
FBND
Fidelity Total Bond ETF
1,964,840
89,695.0
+22.97%
4.210
+0.79%
0.500
+1.53%
+3.62%
18,472.7
 
FRDM
Alpha Architect Freedom 100 Emerging Markets ETF
Alpha Architect Freedom 100 Emerging Markets ETF
2,358,510
82,671.2
+11.52%
3.880
+0.40%
9.270
+28.20%
+25.10%
1,188.8
 

Retirement Planning Group, LLC's Historical Top Holdings Breakdowns

Retirement Planning Group, 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 ETF
2025-03-31
Add
Add
+8.70%
507.05 ($540.58) 563.67
$570.61
5.56%
Add 452.89%
440,684
360,979
QGRW
WisdomTree U.S. Quality Growth Fund
2025-03-31
New Buy
New Buy
+6.88%
43.73 ($48.34) 51.33
$52.55
8.71%
New holding
3,341,641
3,341,641
SPGP
Invesco S&P 500 GARP ETF
2025-03-31
Reduce
Reduce
-5.92%
96.88 ($105.33) 111.25
$107.90
2.44%
Reduce -79.25%
293,691
-1,121,678
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Reduce
Reduce
-5.57%
190.34 ($198.85) 205.23
$206.49
3.84%
Reduce -75.63%
182,196
-565,540
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Reduce
Reduce
-4.57%
21.23 ($22.75) 23.75
$23.97
5.36%
Reduce -69.22%
1,778,153
-3,999,484
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2025-03-31
Reduce
Reduce
-4.27%
108.02 ($115.65) 120.45
$122.09
5.57%
Reduce -69.56%
322,347
-736,703
FLQH
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
2025-03-31
Add
Add
+3.85%
29.86 ($32.06) 34.01
$26.79
-16.44%
Add 145.07%
4,259,032
2,521,123
FDVV
Fidelity High Dividend ETF
2025-03-31
Add
Add
+3.64%
48.86 ($50.59) 52.28
$52.80
4.37%
Add 595.32%
1,827,617
1,564,773
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
2025-03-31
Reduce
Reduce
-3.37%
36.91 ($39.42) 41.03
$42.82
8.63%
Reduce -71.65%
714,510
-1,805,924
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
2025-03-31
Reduce
Reduce
-2.03%
39.61 ($41.42) 42.65
$42.91
3.60%
Reduce -27.26%
2,660,216
-997,080

Retirement Planning Group, LLC Total Holding History ($B)

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Retirement Planning Group, LLC's Asset Allocation

To

Retirement Planning Group, LLC Past Portfolios

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

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