Filer Name: RETIREMENT PLANNING GROUP, LLC
CIK: 1508195
Period: 2024-12-31
Filed At: 2025-02-18
Number of Holdings: 277
Portfolio Value: $1.99B

Retirement Planning Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPGP US INVESCO S&P 500 GARP ETF 1,415,369 $148M 7.47% 11.5% -
DIVO US AMPLIFY CWP ENHANCED DIVIDEN 3,657,296 $148M 7.45% 12.2% -
VIG US VANGUARD DIVIDEND APPREC ETF 747,736 $146M 7.37% 8.5% -
SCHB US SCHWAB US BROAD MARKET ETF 5,777,637 $131M 6.60% 222.5% -
GSLC US GOLDMAN ACTIVEBETA US LC ETF 1,059,050 $122M 6.14% 5.2% -
FSMD US FIDELITY SMALL-MID MULTIFACT 2,582,395 $106M 5.35% 12.6% -
PYLD US PIMCO MULTISECTOR BOND ACTV 3,766,885 $98M 4.91% 37.0% -
IQLT US ISHARES MSCI INTERNATIONAL Q 2,520,434 $94M 4.71% 14.7% -
UBND US VICTORYSHARES CORE PLUS INTE 3,717,144 $79M 4.00% 110.7% -
FBND US FIDELITY TOTAL BOND ETF 1,597,812 $72M 3.61% 69.8% -
FRDM US FREEDOM 100 EMEGING MRKT ETF 2,114,963 $69M 3.48% 14.3% -
NFLT US VIRTUS NEWFLEET MULTI-SECTOR 2,629,618 $59M 2.97% 70.6% -
DIVI US FRANKLIN INTERNATIONAL CORE 1,737,909 $52M 2.62% 15.9% -
BNDI US NEOS ENHANCED INC AGG BD ETF 1,044,227 $49M 2.45% 98.0% -
VOO US VANGUARD S&P 500 ETF 79,705 $43M 2.16% -8.9% -
AAPL US APPLE INC 124,711 $31M 1.57% 0.0% -
COST US COSTCO WHOLESALE CORP 33,327 $31M 1.54% -0.3% -
COWZ US PACER US CASH COWS 100 ETF 448,463 $25M 1.27% -1.6% -
VUG US VANGUARD GROWTH ETF 53,530 $22M 1.11% -7.2% -
CSHI US NEOS ENHANCED INCOME 1-3 MON 403,981 $20M 1.01% -48.5% -
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