Retirement Planning Group
CIK Number: 0001508195
Main Sectors:
Top Industries:
Filing Date: Apr 10, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 440.68K | +452.89% | 226.47M | 503.52 | 10.62% | Share |
| 2 | QGRW | Wisdomtree U.S.... | 55.05 | +0.16% | 3.34M | +100.00% | 146.7M | 43.9 | 6.88% | Share |
| 3 | DIVI | Franklin Intern... | 36.80 | +0.07% | 4.26M | +145.07% | 138.8M | 30.66 | 6.51% | Share |
| 4 | FSMD | Fidelity Small-... | 42.93 | -0.99% | 3.48M | +34.68% | 136.2M | 38.39 | 6.39% | Share |
| 5 | PYLD | PIMCO ETF Trust... | 26.57 | -0.02% | 4.49M | +19.18% | 118.29M | 25.94 | 5.55% | Share |
| 6 | DIVO | Amplify CWP Enh... | 43.30 | -0.02% | 2.66M | -27.26% | 108.46M | 36.1 | 5.09% | Share |
| 7 | UBND | VictoryShares E... | 21.82 | -0.27% | 4.96M | +33.45% | 108.14M | 21.79 | 5.07% | Share |
| 8 | FDVV | Fidelity High D... | 54.78 | -0.09% | 1.83M | +595.32% | 90.65M | 48.43 | 4.25% | Share |
| 9 | FBND | Fidelity Total ... | 45.83 | -0.31% | 1.96M | +22.97% | 89.69M | 45.92 | 4.21% | Share |
| 10 | FRDM | Freedom 100 Eme... | 42.13 | -0.92% | 2.36M | +11.52% | 82.67M | 32.97 | 3.88% | Share |
| 11 | NFLT | Virtus Newfleet... | 22.99 | +0.17% | 3.19M | +21.41% | 72.06M | 22.53 | 3.38% | Share |
| 12 | BNDI | Neos Enhanced I... | 47.33 | -0.22% | 1.37M | +31.27% | 64.57M | 47.54 | 3.03% | Share |
| 13 | COST | Costco Wholesal... | 975.42 | -0.35% | 47.91K | +43.77% | 45.32M | 751.77 | 2.13% | Share |
| 14 | SCHB | Schwab U.S. Bro... | 24.87 | -0.12% | 1.78M | -69.22% | 38.28M | 9.89 | 1.80% | Share |
| 15 | GSLC | Goldman Sachs A... | 126.50 | -0.08% | 322.35K | -69.56% | 35.48M | 75.47 | 1.66% | Share |
| 16 | VIG | Vanguard Divide... | 210.08 | +0.06% | 182.2K | -75.63% | 35.34M | 149.19 | 1.66% | Share |
| 17 | VUG | Vanguard Growth... | 463.54 | +0.15% | 83.6K | +56.17% | 31M | 340.18 | 1.45% | Share |
| 18 | SPGP | Invesco S&P 500... | 110.62 | -0.61% | 293.69K | -79.25% | 29.33M | 86.23 | 1.38% | Share |
| 19 | IQLT | iShares MSCI In... | 42.98 | -0.14% | 714.51K | -71.65% | 28.36M | 34.41 | 1.33% | Share |
| 20 | AAPL | Apple Inc. | 232.81 | -0.22% | 124.64K | -0.06% | 27.69M | 133.8 | 1.30% | Share |
| 21 | VTV | Vanguard Value ... | 180.44 | -0.2% | 137.56K | +109.57% | 23.76M | 167.92 | 1.11% | Share |
| 22 | COWZ | Pacer US Cash C... | 56.69 | -0.39% | 356.17K | -20.58% | 19.5M | 54.05 | 0.91% | Share |
| 23 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 39.37K | +2.26% | 18.46M | 458.12 | 0.87% | Share |
| 24 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 353.16K | -3.63% | 18.04M | 46.6 | 0.85% | Share |
| 25 | CSHI | Neos Enhanced I... | 49.84 | +0.04% | 267.47K | -33.79% | 13.27M | 49.81 | 0.62% | Share |
| 26 | BND | Vanguard Total ... | 73.54 | -0.28% | 153.22K | -31.21% | 11.25M | 83.54 | 0.53% | Share |
| 27 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 27.37K | +16.66% | 10.27M | 343.06 | 0.48% | Share |
| 28 | DGRW | WisdomTree U.S.... | 87.19 | -0.33% | 117.34K | -1.84% | 9.37M | 72.02 | 0.44% | Share |
| 29 | BIV | Vanguard Interm... | 77.31 | -0.3% | 115.25K | +213.46% | 8.82M | 77.14 | 0.41% | Share |
| 30 | SPTI | SPDR Portfolio ... | 28.70 | -0.24% | 304.14K | -3.9% | 8.69M | 27.93 | 0.41% | Share |
| 31 | VEA | Vanguard Develo... | 58.60 | -0.18% | 165.5K | +99.33% | 8.41M | 51.23 | 0.39% | Share |
| 32 | VTI | Vanguard Total ... | 317.25 | -0.13% | 29.55K | +9.71% | 8.12M | 208.96 | 0.38% | Share |
| 33 | IVW | iShares S&P 500... | 115.82 | +0.14% | 72.97K | -1.63% | 6.77M | 70.73 | 0.32% | Share |
| 34 | VGSH | Vanguard Short-... | 58.65 | -0.1% | 105.36K | -5.97% | 6.18M | 57.78 | 0.29% | Share |
| 35 | IVV | iShares Core S&... | 648.15 | +0.01% | 10.66K | -9.58% | 5.99M | 444.02 | 0.28% | Share |
| 36 | SCHF | Schwab Internat... | 22.73 | -0.15% | 287.57K | +15.47% | 5.69M | 17.59 | 0.27% | Share |
| 37 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 20.48K | -3.68% | 5.3M | 253.21 | 0.25% | Share |
| 38 | BMAR | Innovator S&P 5... | 50.49 | +0.07% | 115.09K | +0.02% | 5.24M | 40.98 | 0.25% | Share |
| 39 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 9.31K | -14.77% | 5.21M | 543.09 | 0.24% | Share |
| 40 | XLY | Consumer Discre... | 229.61 | -0.1% | 25.49K | +10.71% | 5.03M | 184.97 | 0.24% | Share |
| 41 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 45.16K | +213.33% | 4.89M | 103.04 | 0.23% | Share |
| 42 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 25.54K | +0.70% | 4.86M | 171.54 | 0.23% | Share |
| 43 | EMXC | iShares MSCI Em... | 64.37 | -0.91% | 84.66K | -43.71% | 4.66M | 50.82 | 0.22% | Share |
| 44 | PXF | Invesco FTSE RA... | 60.16 | -0.13% | 82.97K | -5.37% | 4.31M | 38.75 | 0.20% | Share |
| 45 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 14.91K | -2.8% | 4.3M | 203.82 | 0.20% | Share |
| 46 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 7.63K | +13.27% | 4.06M | 318.12 | 0.19% | Share |
| 47 | TUSI | Touchstone Ultr... | 25.37 | -0.04% | 158.06K | +0.09% | 4M | 25.1 | 0.19% | Share |
| 48 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 157.41K | +25.66% | 3.94M | 20.46 | 0.18% | Share |
| 49 | VNQ | Vanguard Real E... | 89.16 | -0.71% | 41.26K | +13.63% | 3.74M | 90.69 | 0.18% | Share |
| 50 | XLK | Technology Sele... | 267.74 | -0.21% | 17.63K | +35.93% | 3.64M | 202.47 | 0.17% | Share |
| 51 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 79.91K | +67.06% | 3.62M | 42.16 | 0.17% | Share |
| 52 | ITOT | iShares Core S&... | 140.91 | -0.11% | 29.15K | -55.49% | 3.56M | 93.23 | 0.17% | Share |
| 53 | SPMD | SPDR Portfolio ... | 55.97 | -1.3% | 64.1K | +2.92% | 3.28M | 40.09 | 0.15% | Share |
| 54 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 99.17K | -1.46% | 3.27M | 29.35 | 0.15% | Share |
| 55 | BOND | PIMCO Active Bo... | 92.14 | -0.28% | 35.29K | -32.07% | 3.26M | 90.23 | 0.15% | Share |
| 56 | GSIE | Goldman Sachs A... | 40.74 | -0.15% | 88.52K | -0.2% | 3.16M | 28.24 | 0.15% | Share |
| 57 | IJR | iShares Core S&... | 115.17 | -1.4% | 29.97K | -18.15% | 3.13M | 103.06 | 0.15% | Share |
| 58 | UCON | First Trust TCW... | 24.95 | -0.16% | 123.43K | -33.07% | 3.05M | 24.39 | 0.14% | Share |
| 59 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 53.04K | -0.92% | 3.03M | 55.83 | 0.14% | Share |
| 60 | ILCG | iShares Morning... | 101.58 | -0.01% | 37.41K | 0.00% | 3.03M | 48.69 | 0.14% | Share |
| 61 | VCRB | Vanguard Core B... | 77.52 | -0.27% | 38.81K | +100.00% | 3.01M | 77.43 | 0.14% | Share |
| 62 | XLP | Consumer Staple... | 81.89 | -0.9% | 36.66K | -7.35% | 2.99M | 75.78 | 0.14% | Share |
| 63 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 5.74K | -0.35% | 2.92M | 516.55 | 0.14% | Share |
| 64 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 43.7K | +173.09% | 2.87M | 66.81 | 0.13% | Share |
| 65 | WMT | Walmart Inc. | 100.84 | -0.15% | 32.06K | -2.53% | 2.81M | 62.15 | 0.13% | Share |
| 66 | VGT | Vanguard Inform... | 704.44 | -0.4% | 5.18K | -2.65% | 2.81M | 389.09 | 0.13% | Share |
| 67 | DFUS | Dimensional U.S... | 70.06 | -0.06% | 44.02K | -1.7% | 2.66M | 53.69 | 0.12% | Share |
| 68 | VB | Vanguard Small ... | 246.81 | -1.26% | 11.13K | +143.30% | 2.47M | 221.9 | 0.12% | Share |
| 69 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 29.95K | -22.21% | 2.45M | 83.63 | 0.11% | Share |
| 70 | VDC | Vanguard Consum... | 221.31 | -0.88% | 11.09K | +6.76% | 2.43M | 198.91 | 0.11% | Share |
| 71 | SCHZ | Schwab U.S. Agg... | 23.19 | -0.28% | 100.94K | -5.41% | 2.34M | 23.04 | 0.11% | Share |
| 72 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 19.41K | +17.03% | 2.31M | 94.67 | 0.11% | Share |
| 73 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 46.18K | +100.00% | 2.29M | 49.62 | 0.11% | Share |
| 74 | PLTR | Palantir Techno... | 181.00 | -1.83% | 26.79K | +24.65% | 2.26M | 36.37 | 0.11% | Share |
| 75 | OMFL | Invesco Russell... | 59.34 | -0.01% | 41.52K | -5.1% | 2.21M | 41.03 | 0.10% | Share |
| 76 | IJK | iShares S&P Mid... | 93.60 | -1.47% | 25.97K | -2% | 2.16M | 67.02 | 0.10% | Share |
| 77 | JQUA | JPMorgan U.S. Q... | 61.52 | -0.57% | 38.29K | -1.13% | 2.16M | 32.52 | 0.10% | Share |
| 78 | PULS | PGIM Ultra Shor... | 49.70 | -0.01% | 42.45K | +1.28% | 2.11M | 49.47 | 0.10% | Share |
| 79 | FIXD | First Trust TCW... | 43.94 | -0.26% | 47.47K | +87.10% | 2.08M | 43.62 | 0.10% | Share |
| 80 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 13.07K | -0.46% | 2.04M | 143.47 | 0.10% | Share |
| 81 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 13K | -3.48% | 2.01M | 127.5 | 0.09% | Share |
| 82 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 32.27K | +107.60% | 2M | 60.33 | 0.09% | Share |
| 83 | VTIP | Vanguard Short-... | 50.31 | -0.06% | 39.64K | -0.76% | 1.98M | 47.66 | 0.09% | Share |
| 84 | XLV | Health Care Sel... | 133.94 | +0.49% | 13.31K | -26.05% | 1.94M | 146.01 | 0.09% | Share |
| 85 | IDEV | iShares Core MS... | 78.12 | -0.17% | 27.78K | -2.31% | 1.91M | 53.05 | 0.09% | Share |
| 86 | SCHV | Schwab U.S. Lar... | 28.36 | -0.3% | 70.24K | -8.17% | 1.87M | 23.32 | 0.09% | Share |
| 87 | OPER | ClearShares Ult... | 100.29 | -0.01% | 18.56K | +26.07% | 1.86M | 100.1 | 0.09% | Share |
| 88 | XLE | Energy Select S... | 85.55 | -0.11% | 19.79K | -10.19% | 1.85M | 94.49 | 0.09% | Share |
| 89 | USMV | iShares MSCI US... | 93.24 | -0.35% | 19.2K | -1.87% | 1.8M | 70.68 | 0.08% | Share |
| 90 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 7.06K | -1.82% | 1.73M | 146.13 | 0.08% | Share |
| 91 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 1.84K | +2.51% | 1.72M | 715.42 | 0.08% | Share |
| 92 | HD | The Home Depot,... | 400.32 | -1.68% | 4.65K | -0.87% | 1.7M | 375.55 | 0.08% | Share |
| 93 | JCPB | JPMorgan Core P... | 47.01 | -0.23% | 36.04K | -7.87% | 1.7M | 45.6 | 0.08% | Share |
| 94 | XAR | SPDR S&P Aerosp... | 216.47 | -1.15% | 10.44K | -17.61% | 1.68M | 139.03 | 0.08% | Share |
| 95 | BSV | Vanguard Short-... | 78.63 | -0.12% | 20.87K | -43.94% | 1.63M | 78.51 | 0.08% | Share |
| 96 | GTO | Invesco Total R... | 47.09 | -0.17% | 34.61K | -4.31% | 1.62M | 46.87 | 0.08% | Share |
| 97 | VOOG | Vanguard S&P 50... | 417.55 | +0.10% | 4.42K | -1.14% | 1.48M | 261.34 | 0.07% | Share |
| 98 | ACIO | Aptus Collared ... | 42.50 | +0.06% | 38.01K | +4.49% | 1.47M | 40.17 | 0.07% | Share |
| 99 | EVRG | Evergy, Inc. | 72.80 | -0.64% | 21.05K | -13.63% | 1.45M | 57.49 | 0.07% | Share |
| 100 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 8.46K | -2.65% | 1.45M | 132.87 | 0.07% | Share |
| 101 | FEZ | SPDR EURO STOXX... | 60.59 | +0.47% | 25.87K | 0.00% | 1.41M | 30.98 | 0.07% | Share |
| 102 | IOO | iShares Global ... | 114.98 | +0.38% | 14.38K | -4.39% | 1.38M | 99.16 | 0.06% | Share |
| 103 | BOTZ | Global X Roboti... | 33.91 | -1.05% | 47.23K | -19.04% | 1.34M | 30.72 | 0.06% | Share |
| 104 | USVM | VictoryShares U... | 86.70 | -0.84% | 16.96K | +100.00% | 1.34M | 78.74 | 0.06% | Share |
| 105 | IMCV | iShares Morning... | 78.75 | -0.46% | 17.97K | -5.96% | 1.33M | 59.58 | 0.06% | Share |
| 106 | VZ | Verizon Communi... | 43.49 | -0.49% | 28.82K | -0.18% | 1.31M | 43.05 | 0.06% | Share |
| 107 | VBK | Vanguard Small ... | 285.85 | -1.33% | 5.08K | -33.28% | 1.28M | 252.77 | 0.06% | Share |
| 108 | SBUX | Starbucks Corpo... | 93.05 | -1.2% | 12.49K | +282.01% | 1.22M | 97.93 | 0.06% | Share |
| 109 | TSEC | Touchstone Secu... | 26.29 | +0.11% | 46.71K | +1.86% | 1.22M | 25.5 | 0.06% | Share |
| 110 | DYNF | BlackRock U.S. ... | 57.23 | +0.22% | 24.75K | -0.43% | 1.21M | 37.51 | 0.06% | Share |
| 111 | CRWD | CrowdStrike Hol... | 424.70 | -1.72% | 3.42K | -4.77% | 1.2M | 280.47 | 0.06% | Share |
| 112 | V | Visa Inc. | 345.40 | +0.83% | 3.3K | +20.23% | 1.16M | 290.47 | 0.05% | Share |
| 113 | IWV | iShares Russell... | 366.48 | -0.09% | 3.58K | 0.00% | 1.14M | 129.74 | 0.05% | Share |
| 114 | AMLP | Alerian MLP ETF | 48.23 | -0.41% | 21.59K | +71.47% | 1.12M | 47 | 0.05% | Share |
| 115 | OKE | ONEOK, Inc. | 74.80 | -0.7% | 11.27K | -0.72% | 1.12M | 82.97 | 0.05% | Share |
| 116 | FNCL | Fidelity MSCI F... | 75.44 | +0.44% | 16.08K | 0.00% | 1.12M | 53.55 | 0.05% | Share |
| 117 | URTH | iShares MSCI Wo... | 175.69 | -0.05% | 7.27K | -1.57% | 1.11M | 126.57 | 0.05% | Share |
| 118 | IWM | iShares Russell... | 228.20 | -1.31% | 5.57K | -16.74% | 1.11M | 175.61 | 0.05% | Share |
| 119 | SOXX | iShares Semicon... | 254.14 | +0.10% | 5.68K | -31.26% | 1.07M | 230.61 | 0.05% | Share |
| 120 | IGV | iShares Expande... | 108.36 | -1.07% | 11.99K | -14.61% | 1.07M | 85.74 | 0.05% | Share |
| 121 | SGOV | iShares 0-3 Mon... | 100.53 | +0.02% | 10.59K | +100.00% | 1.07M | 100.67 | 0.05% | Share |
| 122 | IYZ | iShares U.S. Te... | 30.55 | -1.37% | 38.67K | +82.76% | 1.06M | 24.62 | 0.05% | Share |
| 123 | JVAL | JPMorgan U.S. V... | 45.94 | -0.43% | 25.48K | -28.93% | 1.06M | 40.67 | 0.05% | Share |
| 124 | RDVI | FT Cboe Vest Ri... | 25.42 | -0.31% | 44.17K | +82.20% | 1.05M | 23.26 | 0.05% | Share |
| 125 | FVD | First Trust Val... | 46.02 | -0.56% | 23.09K | +81.15% | 1.03M | 42.88 | 0.05% | Share |
| 126 | DRSK | Aptus Defined R... | 28.76 | -0.59% | 37.66K | +5.78% | 1.03M | 27.42 | 0.05% | Share |
| 127 | META | Meta Platforms,... | 781.96 | +0.24% | 1.77K | +19.55% | 1.02M | 388.81 | 0.05% | Share |
| 128 | MO | Altria Group, I... | 65.54 | +0.06% | 16.96K | +1.63% | 1.02M | 46.53 | 0.05% | Share |
| 129 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 5.87K | -14.25% | 1.02M | 168.73 | 0.05% | Share |
| 130 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 6.06K | +6.71% | 1M | 160.03 | 0.05% | Share |
| 131 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 45.48K | -19.74% | 1M | 18.08 | 0.05% | Share |
| 132 | RGLD | Royal Gold, Inc... | 169.61 | -1.54% | 6K | 0.00% | 981.06K | 120.96 | 0.05% | Share |
| 133 | VBR | Vanguard Small ... | 204.30 | -1.15% | 5.2K | -6.17% | 969.12K | 194.09 | 0.05% | Share |
| 134 | VUSB | Vanguard Ultra-... | 49.82 | -0.03% | 19.34K | +100.00% | 964.18K | 49.86 | 0.05% | Share |
| 135 | LANC | Lancaster Colon... | 172.77 | -4.03% | 5.32K | -2.71% | 931K | 176.57 | 0.04% | Share |
| 136 | IWB | iShares Russell... | 354.15 | -0.03% | 3.03K | 0.00% | 929.42K | 122.76 | 0.04% | Share |
| 137 | IBM | International B... | 237.04 | -1.26% | 3.7K | +5.21% | 919.45K | 222.2 | 0.04% | Share |
| 138 | VONG | Vanguard Russel... | 115.87 | +0.12% | 9.74K | +100.00% | 903.96K | 92.79 | 0.04% | Share |
| 139 | XLI | Industrial Sele... | 151.15 | -0.87% | 6.85K | -2.28% | 897.74K | 116.76 | 0.04% | Share |
| 140 | IJH | iShares Core S&... | 63.85 | -1.31% | 15.38K | -0.74% | 897.2K | 29.43 | 0.04% | Share |
| 141 | KO | The Coca-Cola C... | 69.52 | -1.33% | 12.39K | +2.98% | 887.57K | 71.82 | 0.04% | Share |
| 142 | BLV | Vanguard Long-T... | 69.25 | -0.55% | 12.58K | -55.8% | 886.12K | 75.17 | 0.04% | Share |
| 143 | FHLC | Fidelity MSCI H... | 64.04 | +0.42% | 12.95K | 0.00% | 884.47K | 64.69 | 0.04% | Share |
| 144 | DVY | iShares Select ... | 138.75 | -0.41% | 6.59K | -2.65% | 884.43K | 70.16 | 0.04% | Share |
| 145 | SMMD | iShares Russell... | 70.98 | -1.21% | 13.59K | +100.00% | 849.67K | 62.54 | 0.04% | Share |
| 146 | DUBS | Aptus Large Cap... | 35.38 | +0.26% | 27.46K | +3.48% | 848.13K | 32.24 | 0.04% | Share |
| 147 | AMGN | Amgen Inc. | 290.28 | +0.33% | 2.71K | -17.24% | 845.21K | 313.75 | 0.04% | Share |
| 148 | AVXC | American Centur... | 57.38 | -0.74% | 17.08K | -31.76% | 830.89K | 52.11 | 0.04% | Share |
| 149 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 10.19K | +8.44% | 819.29K | 65.58 | 0.04% | Share |
| 150 | BMAY | Innovator S&P 5... | 43.20 | +0.02% | 20.26K | 0.00% | 803.83K | 29.48 | 0.04% | Share |