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 301–350 of 421
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BLK | BLACKROCK INC | 368 | $100K–$500K | SH |
| TLTD | FLEXSHARES TR | 4K | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| BKR | BAKER HUGHES COMPANY | 8K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 9K | $100K–$500K | SH |
| PTLC | PACER FDS TR | 7K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 1K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 611 | $100K–$500K | SH |
| KR | KROGER CO | 6K | $100K–$500K | SH |
| MWA | MUELLER WTR PRODS INC | 15K | $100K–$500K | SH |
| IYK | ISHARES TR | 5K | $100K–$500K | SH |
| AN | AUTONATION INC | 2K | $100K–$500K | SH |
| PJUN | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| UMAR | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| SHY | ISHARES TR | 4K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| AON | AON PLC | 936 | $100K–$500K | SH |
| VCRM | VANGUARD MUN BD FDS | 4K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 786 | $100K–$500K | SH |
| PJUL | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| MDYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 6K | $100K–$500K | SH |
| EWL | ISHARES INC | 5K | $100K–$500K | SH |
| PFE | PFIZER INC | 13K | $100K–$500K | SH |
| IEMG | ISHARES INC | 5K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 3K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| IEF | ISHARES TR | 3K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 4K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| FXN | FIRST TR EXCHANGE TRADED FD | 18K | $100K–$500K | SH |
| R | RYDER SYS INC | 2K | $100K–$500K | SH |
| IYM | ISHARES TR | 2K | $100K–$500K | SH |
| CSX | CSX CORP | 8K | $100K–$500K | SH |
| EZU | ISHARES INC | 5K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 469 | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 6K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 9K | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| AOR | ISHARES TR | 4K | $100K–$500K | SH |