Retirement Planning Group, LLC Q1 2023 Filing

Filed April 20, 2023

Portfolio Value

$938.6B

Holdings

147

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (147 positions)

#StockSharesValue% PortfolioType
1
CDCVICTORY PORTFOLIOS II
1,924,549$116K0.00%
2
SCHBSCHWAB STRATEGIC TR
2,195,580$105K0.00%
3
VIGVANGUARD SPECIALIZED FUNDS
652,150$100K0.00%
4
SPGPINVESCO EXCHANGE TRADED FD T
1,154,404$98K0.00%
5
GSLCGOLDMAN SACHS ETF TR
921,065$74K0.00%
6
IQLTISHARES TR
1,846,007$65K0.00%
7
BNDVANGUARD BD INDEX FDS
744,212$54K0.00%
8
FRDMEA SERIES TRUST
1,665,554$48K0.00%
9
DIVIFRANKLIN TEMPLETON ETF TR
1,282,860$36K0.00%
10
NFLTETFIS SER TR I
1,157,893$25K0.00%
11
FBNDFIDELITY MERRIMACK STR TR
303,277$13K0.00%
12
AAPLAPPLE INC
84,392$13K0.00%
13
SPMDSPDR SER TR
264,589$11K0.00%
14
VOOVANGUARD INDEX FDS
24,645$9K0.00%
15
GSIEGOLDMAN SACHS ETF TR
224,052$6K0.00%
16
BMAYINNOVATOR ETFS TR
186,080$5K0.00%
17
EMXCISHARES INC
117,564$5K0.00%
18
GTOINVESCO ACTIVELY MANAGED ETF
111,643$5K0.00%
19
SCHFSCHWAB STRATEGIC TR
148,891$5K0.00%
20
MUBISHARES TR
37,403$4K0.00%
21
VTIVANGUARD INDEX FDS
23,618$4K0.00%
22
AQLTISHARES TR
40,100$4K0.00%
23
SCHZSCHWAB STRATEGIC TR
90,833$4K0.00%
24
IVWISHARES TR
73,100$4K0.00%
25
PXFINVESCO EXCH TRADED FD TR II
92,169$4K0.00%
26
DGRWWISDOMTREE TR
65,108$4K0.00%
27
ITOTISHARES TR
36,135$3K0.00%
28
CP.TOCANADIAN PAC RY LTD
47,293$3K0.00%
29
FDVVFIDELITY COVINGTON TRUST
93,575$3K0.00%
30
DFACDIMENSIONAL ETF TRUST
103,262$2K0.00%
31
IDEVISHARES TR
45,847$2K0.00%
32
OMFLINVESCO EXCH TRD SLF IDX FD
56,957$2K0.00%
33
IJKISHARES TR
32,619$2K0.00%
34
JQUAJ P MORGAN EXCHANGE TRADED F
51,833$2K0.00%
35
MSFTMICROSOFT CORP
9,196$2K0.00%
36
ILCGISHARES TR
54,130$2K0.00%
37
VEAVANGUARD TAX-MANAGED FDS
48,384$2K0.00%
38
IMCVISHARES TR
32,630$2K0.00%
39
USMVISHARES TR
35,157$2K0.00%
40
VWOVANGUARD INTL EQUITY INDEX F
62,683$2K0.00%
41
VUGVANGUARD INDEX FDS
6,108$1K0.00%
42
JCPBJ P MORGAN EXCHANGE TRADED F
41,456$1K0.00%
43
EEMAISHARES INC
16,515$1K0.00%
44
IVVISHARES TR
4,048$1K0.00%
45
URTHISHARES INC
12,567$1K0.00%
46
POCTINNOVATOR ETFS TR
35,599$1K0.00%
47
DFUSDIMENSIONAL ETF TRUST
43,531$1K0.00%
48
PMAYINNOVATOR ETFS TR
40,804$1K0.00%
49
FEZSPDR INDEX SHS FDS
32,129$1K0.00%
50
SCHVSCHWAB STRATEGIC TR
17,230$1K0.00%
51
VGTVANGUARD WORLD FDS
4,971$1K0.00%
52
GOOGLALPHABET INC
10,445$1K0.00%
53
EVRGEVERGY INC
22,055$1K0.00%
54
QUALISHARES TR
11,030$1K0.00%
55
DYNFBLACKROCK ETF TRUST
34,051$1K0.00%
56
WMTWALMART INC
7,299$1K0.00%
57
BRK/BBERKSHIRE HATHAWAY INC DEL
5,140$1K0.00%
58
VOOGVANGUARD ADMIRAL FDS INC
5,428$1K0.00%
59
SCHGSCHWAB STRATEGIC TR
26,852$1K0.00%
60
SPTMSPDR SER TR
5,414$00.00%
61
XOMEXXON MOBIL CORP
5,958$00.00%
62
SPYSPDR S&P 500 ETF TR
1,433$00.00%
63
CSCOCISCO SYS INC
13,484$00.00%
64
DEODIAGEO PLC
1,140$00.00%
65
FNDBSCHWAB STRATEGIC TR
11,647$00.00%
66
VNQVANGUARD INDEX FDS
6,466$00.00%
67
COSTCOSTCO WHSL CORP NEW
404$00.00%
68
BBAXJ P MORGAN EXCHANGE TRADED F
4,563$00.00%
69
AONAON PLC
886$00.00%
70
IWMISHARES TR
3,342$00.00%
71
PRFINVESCO EXCHANGE TRADED FD T
2,373$00.00%
72
ABBVABBVIE INC
4,642$00.00%
73
SCHXSCHWAB STRATEGIC TR
15,513$00.00%
74
VEUVANGUARD INTL EQUITY INDEX F
4,335$00.00%
75
HTRBHARTFORD FDS EXCHANGE TRADED
14,085$00.00%
76
FXLFIRST TR EXCHANGE TRADED FD
3,134$00.00%
77
SCHESCHWAB STRATEGIC TR
26,817$00.00%
78
USEPINNOVATOR ETFS TR
7,532$00.00%
79
AGGISHARES TR
4,648$00.00%
80
PJUNINNOVATOR ETFS TR
8,418$00.00%
81
UOCTINNOVATOR ETFS TR
28,642$00.00%
82
FLCAFRANKLIN TEMPLETON ETF TR
11,345$00.00%
83
IWFISHARES TR
2,444$00.00%
84
JKHYHENRY JACK & ASSOC INC
5,770$00.00%
85
LMTLOCKHEED MARTIN CORP
574$00.00%
86
IDUISHARES TR
2,839$00.00%
87
IJHISHARES TR
3,108$00.00%
88
VDCVANGUARD WORLD FDS
2,597$00.00%
89
MMM3M CO
2,911$00.00%
90
ICSHISHARES TR
11,080$00.00%
91
KRKROGER CO
5,095$00.00%
92
FIXDFIRST TR EXCHNG TRADED FD VI
9,107$00.00%
93
CNRCANADIAN NATL RY CO
2,144$00.00%
94
FVDFIRST TR VALUE LINE DIVID IN
5,061$00.00%
95
BBJPJ P MORGAN EXCHANGE TRADED F
12,404$00.00%
96
AMZNAMAZON COM INC
4,241$00.00%
97
JEPIJ P MORGAN EXCHANGE TRADED F
8,181$00.00%
98
PJULINNOVATOR ETFS TR
7,232$00.00%
99
BMARINNOVATOR ETFS TR
13,258$00.00%
100
PSEPINNOVATOR ETFS TR
13,319$00.00%
Page 1 of 2Next