CIK 1508195
Retirement Planning Group, LLC
Institutional 13F holdings & portfolio
Holdings
421
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 421
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 519K | $1M+ | SH |
| QGRW | WISDOMTREE TR | 4.2M | $1M+ | SH |
| DIVI | FRANKLIN TEMPLETON ETF TR | 5.0M | $1M+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 4.0M | $1M+ | SH |
| PYLD | PIMCO ETF TR | 5.8M | $1M+ | SH |
| UBND | VICTORY PORTFOLIOS II | 6.5M | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 2.3M | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 2.9M | $1M+ | SH |
| FRDM | EA SERIES TRUST | 2.4M | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 2.5M | $1M+ | SH |
| NFLT | ETFIS SER TR I | 3.9M | $1M+ | SH |
| BNDI | NEOS ETF TRUST | 1.8M | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.2M | $1M+ | SH |
| AAPL | APPLE INC | 180K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 50K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 58K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 74K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 1.2M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 59K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 41K | $1M+ | SH |
| FTRB | FEDERATED HERMES ETF TRUST | 990K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 110K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 177K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 115K | $1M+ | SH |
| SGOV | ISHARES TR | 212K | $1M+ | SH |
| DTD | WISDOMTREE TR | 247K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 324K | $1M+ | SH |
| IQLT | ISHARES TR | 387K | $1M+ | SH |
| WMT | WALMART INC | 120K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 117K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 67K | $1M+ | SH |
| CSHI | NEOS ETF TRUST | 245K | $1M+ | SH |
| AMZN | AMAZON COM INC | 52K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 16K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 116K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 123K | $1M+ | SH |
| IVW | ISHARES TR | 72K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 129K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 107K | $1M+ | SH |
| IVV | ISHARES TR | 11K | $1M+ | SH |
| GLD | SPDR GOLD TR | 19K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 294K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 215K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| COWZ | PACER FDS TR | 111K | $1M+ | SH |
| GOOGL | ALPHABET INC | 20K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 80K | $1M+ | SH |
| GOOG | ALPHABET INC | 19K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 201K | $1M+ | SH |