Retirement Planning Group has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.24 Billion distributed in 213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $130M, Schwab Strategic Tr Us Broad M with a value of $127M, Vanguard Dividend Appreciation with a value of $122M, Amplify ETF Tr Amplify Cwp Enh with a value of $117M, and Goldman Sachs ETF Tr Activebet with a value of $93.7M.

Examining the 13F form we can see an increase of $139M in the current position value, from $1.1B to 1.24B.

Below you can find more details about Retirement Planning Group portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
ETFs: $1.16 Billion
Consumer Defensive: $27.3 Million
Technology: $27 Million
Financial Services: $6.26 Million
Communication Services: $3.83 Million
Healthcare: $3.24 Million
Real Estate: $2.55 Million
Consumer Cyclical: $2.48 Million
Other: $6.18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 213
  • Current Value $1.24 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 35 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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