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CIK: 0001508195
Total reported value
$3.9B
$3.9B
277 檔
17.7%
During the Q4 2024 filing period, Retirement Planning Group, LLC (CIK: 0001508195) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.9B across 277 reported positions.
Retirement Planning Group, LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 2 holdings and trimming 25 positions.
Showing top 200 holdings (of 277 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 7.47% | -0.05% | +11.50% | |
| 2 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 7.45% | -0.43% | +12.20% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.37% | -0.09% | +8.51% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.60% | -0.05% | +222.51% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.14% | -0.09% | +5.21% | |
| 6 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 5.35% | +0.31% | +12.57% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.91% | -0.42% | +37.03% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 4.71% | -0.09% | +14.66% | |
| 9 | UBND | Victoryshares Core Plus Bond | ETF-Other | 4.00% | -0.46% | +110.66% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.61% | -0.38% | +69.80% | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 3.48% | +0.58% | +14.30% | |
| 12 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 2.97% | -0.27% | +70.58% | |
| 13 | DIVI | Franklin International Core | ETF-Other | 2.62% | -0.36% | +15.87% | |
| 14 | BNDI | Neos Enhanced Inc Agg Bd ETF | ETF-Other | 2.45% | -0.24% | +98.00% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | -0.19% | -8.94% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.57% | -0.09% | +0.02% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.54% | -0.36% | -0.25% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.27% | -0.08% | -1.63% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.11% | +0.81% | -7.18% | |
| 20 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 1.01% | +0.12% | -48.52% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.12% | -11.31% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.94% | -0.11% | -3.38% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.81% | -0.05% | -50.90% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.66% | -0.01% | +23.50% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.06% | -11.95% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.12% | +7.27% | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.49% | -0.04% | -4.78% | |
| 28 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.44% | -0.03% | -3.72% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | -0.02% | +6.36% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.42% | +0.01% | -13.14% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | -0.02% | -5.80% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | -0.01% | -1.67% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | +1.35% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.33% | -0.63% | -3.42% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.78% | -8.61% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.28% | -0.02% | -29.90% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.02% | +12.60% | |
| 38 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.27% | -0.01% | -0.31% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.26% | -0.02% | +4.39% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.24% | +0.05% | -2.30% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.23% | — | +94.32% | |
| 42 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.23% | — | -8.09% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | -0.01% | -25.42% | |
| 44 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.21% | -0.02% | +0.08% | |
| 45 | TUSI | Touchstone Ultra Short Incom | ETF-Other | 0.20% | +0.18% | +0.12% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.20% | -0.01% | +12.18% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.10% | -2.84% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.18% | -0.03% | +329.95% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.18% | -0.01% | +0.02% | |
| 50 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.17% | — | +0.10% |
According to official SEC Form 13F filings, Retirement Planning Group, LLC reported a total U.S. public equity portfolio value of $3.9B across 277 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPGP, DIVO, VIG) accounted for 17.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
ACIO
市值: $1.5M
Top Position Liquidated / Trimmed
IIPR
前期市值: $1.1M
During Q4 2024, Retirement Planning Group, LLC's top holdings by market value included SPGP (7.5%)、DIVO (7.5%)、VIG (7.4%). The largest single position, SPGP, represented 7.5% of total portfolio value.
In Q4 2024, Retirement Planning Group, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 25 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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