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 51–100 of 421
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| USVM | VICTORY PORTFOLIOS II | 60K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 28K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 44K | $1M+ | SH |
| EMXC | ISHARES INC | 73K | $1M+ | SH |
| PXF | INVESCO EXCH TRADED FD TR II | 80K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 88K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 30K | $1M+ | SH |
| BMAR | INNOVATOR ETFS TRUST | 89K | $1M+ | SH |
| KORP | AMERICAN CENTY ETF TR | 100K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 16K | $1M+ | SH |
| HD | HOME DEPOT INC | 13K | $1M+ | SH |
| GMUB | GOLDMAN SACHS ETF TR | 89K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 9K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 11K | $1M+ | SH |
| ILCG | ISHARES TR | 42K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 36K | $1M+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 96K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 20K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 83K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 13K | $1M+ | SH |
| IJR | ISHARES TR | 34K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 102K | $1M+ | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 288K | $1M+ | SH |
| NYF | ISHARES TR | 68K | $1M+ | SH |
| TUSI | TOUCHSTONE ETF TRUST | 143K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 25K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 84K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 67K | $1M+ | SH |
| ITOT | ISHARES TR | 24K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 29K | $1M+ | SH |
| SMMD | ISHARES TR | 45K | $1M+ | SH |
| PEP | PEPSICO INC | 23K | $1M+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 133K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 23K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 43K | $1M+ | SH |
| AMLP | ALPS ETF TR | 67K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 121K | $1M+ | SH |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 77K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 6K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 34K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 51K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 36K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| ABBV | ABBVIE INC | 11K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 12K | $1M+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 41K | $1M+ | SH |
| EFA | ISHARES TR | 26K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 10K | $1M+ | SH |