Universe · entity
Retirement Planning Group, LLC
Institutional manager (13F) · CIK 1508195
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $292M | 488,714 |
| 2 | WISDOMTREE TR | $231M | 4,330,872 |
| 3 | FIDELITY COVINGTON TRUST | $231M | 5,165,395 |
| 4 | FRANKLIN TEMPLETON ETF TR | $225M | 5,659,717 |
| 5 | PIMCO ETF TR | $169M | 6,463,927 |
| 6 | VICTORY PORTFOLIOS II | $160M | 7,358,557 |
| 7 | AMPLIFY ETF TR | $143M | 3,180,704 |
| 8 | FIDELITY COVINGTON TRUST | $140M | 2,532,542 |
| 9 | EA SERIES TRUST | $139M | 2,549,629 |
| 10 | FIDELITY MERRIMACK STR TR | $130M | 2,843,873 |
| 11 | ETFIS SER TR I | $102M | 4,467,291 |
| 12 | NEOS ETF TRUST | $95M | 2,012,440 |
| 13 | VANGUARD SCOTTSDALE FDS | $57M | 979,118 |
| 14 | COSTCO WHOLESALE CORPORATION | $51M | 50,707 |
| 15 | APPLE INC | $41M | 161,459 |
| 16 | STATE STR SPDR S&P 500 ETF T | $37M | 56,650 |
| 17 | VANGUARD INDEX FDS | $32M | 72,519 |
| 18 | SCHWAB STRATEGIC TR | $27M | 1,086,268 |
| 19 | VANGUARD INDEX FDS | $24M | 120,954 |
| 20 | INVESCO QQQ TR | $22M | 37,789 |
| 21 | FEDERATED HERMES ETF TRUST | $21M | 853,548 |
| 22 | VANGUARD SPECIALIZED FUNDS | $21M | 97,861 |
| 23 | MICROSOFT CORP | $20M | 55,010 |
| 24 | WISDOMTREE TR | $20M | 235,615 |
| 25 | ISHARES TR | $20M | 201,228 |
| 26 | GOLDMAN SACHS ETF TR | $20M | 157,795 |
| 27 | SPDR SERIES TRUST | $18M | 320,005 |
| 28 | ISHARES TR | $16M | 339,405 |
| 29 | NEOS ETF TRUST | $14M | 288,073 |
| 30 | WALMART INC | $14M | 112,007 |
| 31 | AMAZON COM INC | $13M | 64,105 |
| 32 | VANGUARD WORLD FD | $11M | 16,070 |
| 33 | NVIDIA CORPORATION | $11M | 62,044 |
| 34 | SCHWAB STRATEGIC TR | $11M | 367,237 |
| 35 | WISDOMTREE TR | $10M | 115,736 |
| 36 | VANGUARD INDEX FDS | $10M | 30,883 |
| 37 | INVESCO EXCHANGE TRADED FD T | $10M | 90,616 |
| 38 | SELECT SECTOR SPDR TR | $10M | 118,459 |
| 39 | TOUCHSTONE ETF TRUST | $9M | 366,584 |
| 40 | SPDR GOLD TR | $9M | 20,788 |
| 41 | VANGUARD TAX-MANAGED FDS | $8M | 125,729 |
| 42 | ISHARES TR | $8M | 11,942 |
| 43 | ISHARES TR | $8M | 67,254 |
| 44 | PACER FDS TR | $7M | 119,239 |
| 45 | SCHWAB STRATEGIC TR | $7M | 287,950 |
| 46 | VANGUARD BD INDEX FDS | $7M | 92,806 |
| 47 | EXXON MOBIL CORP | $7M | 40,014 |
| 48 | VANGUARD INDEX FDS | $6M | 31,254 |
| 49 | VANGUARD BD INDEX FDS | $6M | 81,607 |
| 50 | GOLDMAN SACHS ETF TR | $6M | 122,173 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.