RP
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Retirement Planning Group, LLC13F | |
| Retirement Planning Group, LLC | |
| Last update 2025-04-11 | 296 Stocks (41 new) |
| Value $2.13 Bil | Turnover 34 % |
Retirement Planning Group, LLC... Top Holdings of 2025-03-31
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| 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 | +16.28% | +7.30% | 655,945.7 | ||
QGRW | WisdomTree U.S. Quality Growth Fund | 3,341,641 | 146,698.1 | New Holding | 6.880 | +6.88% | 16.770 | +23.30% | +7.23% | 1,542.3 | ||
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% | - | +18.66% | +21.35% | 0 | ||
FSMD | Fidelity Small-Mid Multifactor ETF | 3,478,053 | 136,200.6 | +34.68% | 6.390 | +1.65% | 14.780 | +13.85% | +3.37% | 1,576.9 | ||
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 | +3.70% | +4.45% | 5,790.4 | ||
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 | +9.21% | +8.45% | 4,648.2 | ||
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 | +1.93% | +3.43% | 1,020.5 | ||
FDVV | Fidelity High Dividend ETF | 1,827,617 | 90,649.8 | +595.32% | 4.250 | +3.64% | 1.680 | +14.49% | +8.17% | 5,647.9 | ||
FBND | Fidelity Total Bond ETF | 1,964,840 | 89,695.0 | +22.97% | 4.210 | +0.79% | 0.500 | +2.32% | +3.51% | 19,292.9 | ||
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 | +17.60% | +24.51% | 1,211.2 |
Retirement Planning Group, LLC's Historical Top Holdings Breakdowns
Retirement Planning Group, LLC's Top Stock Picks
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| 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 | $574.35 | 6.25% | 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 | $52.82 | 9.27% | 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 | $108.95 | 3.44% | 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 | $206.28 | 3.74% | 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 | $24.13 | 6.07% | 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 | $122.53 | 5.95% | 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 | $53.10 | 4.96% | 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 | $42.95 | 8.95% | 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 | $42.86 | 3.48% | Reduce -27.26% | 2,660,216 | -997,080 |
Retirement Planning Group, LLC Total Holding History ($B)
Retirement Planning Group, LLC's Asset Allocation
Retirement Planning Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Retirement Planning Group, LLC's Hypothetical Growth since 2025-03-31
Retirement Planning Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Retirement Planning Group, LLC's Holdings Heat Map
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Retirement Planning Group, LLC's Holdings Bubble Chart
Retirement Planning Group, LLC News
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