Retirement Planning Group Incresed Positions in Q3 2024

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
475K
+ 102.02%
$44.65 - $47.21 $21.2M - $22.4M
941K $44M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
820K
+ 113.65%
$22.21 - $23.14 $18.2M - $19M
1.54M $35.5M
FSMD
Fidelity Covington Tr Small Mi

ETFs
178K
+ 8.39%
$37.22 - $41.47 $6.61M - $7.37M
2.29M $95M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
108K
+ 3.44%
$37.98 - $41.19 $4.12M - $4.46M
3.26M $134M
IQLT
Ishares Msci Intl Quality Fact

ETFs
95.3K
+ 4.53%
$37.37 - $41.82 $3.56M - $3.99M
2.2M $91.2M
AAPL
Apple Inc.

Technology
22.5K
+ 22.06%
$207.23 - $234.82 $4.67M - $5.29M
125K $29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.5K
+ 40.24%
$434.77 - $502.96 $5.42M - $6.27M
43.4K $21.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.8K
+ 923.2%
$517.38 - $573.86 $5.58M - $6.19M
12K $6.86M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
69.6K
+ 124.43%
$75.88 - $83.21 $5.28M - $5.79M
126K $10.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
66.6K
+ 1194.29%
$76.38 - $78.87 $5.08M - $5.25M
72.1K $5.68M
VO
Vanguard Mid Cap ETF

ETFs
17.4K
+ 134.99%
$237.84 - $263.83 $4.14M - $4.6M
30.3K $8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39.5K
+ 408.72%
$105.53 - $118.34 $4.16M - $4.67M
49.1K $5.74M
IVV
Ishares Core S&P 500 ETF

ETFs
7.44K
+ 177.09%
$520.18 - $576.82 $3.87M - $4.29M
11.6K $6.71M
VUG
Vanguard Growth ETF

ETFs
9.1K
+ 18.74%
$341.08 - $391.94 $3.11M - $3.57M
57.7K $22.1M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
13.1K
+ 1.04%
$96.3 - $106.49 $1.26M - $1.39M
1.27M $133M
VEA
Vanguard Ftse Developed Market

ETFs
67.1K
+ 968.16%
$47.6 - $53.31 $3.19M - $3.58M
74K $3.91M
VTV
Vanguard Value ETF

ETFs
14K
+ 23.17%
$159.75 - $174.57 $2.24M - $2.45M
74.6K $13M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
62.3K
+ 3.49%
$31.97 - $37.3 $1.99M - $2.33M
1.85M $66.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
41.5K
+ 31.53%
$56.04 - $62.99 $2.33M - $2.61M
173K $10.6M
VNQ
Vanguard Specialized Funds Van

ETFs
23K
+ 86.89%
$82.97 - $98.97 $1.91M - $2.27M
49.4K $4.81M
FDVV
Fidelity High Dividend ETF

ETFs
23.1K
+ 12.18%
$46.26 - $50.65 $1.07M - $1.17M
213K $10.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
16.1K
+ 27.14%
$84.77 - $97.13 $1.36M - $1.56M
75.4K $7.22M
AMZN
Amazon Com Inc

Consumer Cyclical
9.18K
+ 68.84%
$161.02 - $200.0 $1.48M - $1.84M
22.5K $4.2M
WMT
Walmart Inc.

Consumer Defensive
16.5K
+ 86.43%
$66.91 - $81.4 $1.11M - $1.35M
35.7K $2.88M
VTI
Vanguard Total Stock Market Et

ETFs
3.33K
+ 13.17%
$255.18 - $283.2 $849K - $942K
28.6K $8.1M
COST
Costco Wholesale Corp

Consumer Defensive
120
+ 0.36%
$801.83 - $917.05 $96.2K - $110K
33.4K $29.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.4K
+ 23.47%
$36.98 - $41.55 $901K - $1.01M
128K $5.27M
MSFT
Microsoft Corp

Technology
3.54K
+ 19.33%
$395.15 - $467.56 $1.4M - $1.66M
21.9K $9.41M
HD
Home Depot, Inc.

Consumer Cyclical
2.26K
+ 106.61%
$333.64 - $405.2 $754K - $915K
4.38K $1.77M
IWM
Ishares Russell 2000 ETF

ETFs
4.24K
+ 146.75%
$200.87 - $224.6 $851K - $952K
7.13K $1.57M
VIG
Vanguard Dividend Appreciation

ETFs
6.58K
+ 0.96%
$182.15 - $182.15 $1.2M - $1.2M
689K $126M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.32K
+ 137.88%
$332.02 - $382.76 $769K - $886K
3.99K $1.5M
VBR
Vanguard Small Cap Value ETF

ETFs
3.98K
+ 103.21%
$179.99 - $201.6 $717K - $803K
7.84K $1.57M
AMGN
Amgen Inc

Healthcare
2.64K
+ 304.26%
$309.38 - $337.38 $818K - $892K
3.51K $1.13M
GOOG
Alphabet Inc.

Communication Services
5.5K
+ 78.57%
$149.54 - $192.66 $823K - $1.06M
12.5K $2.09M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
9.3K
+ 11.87%
$46.96 - $52.62 $437K - $489K
87.6K $4.57M
XOM
Exxon Mobil Corp

Energy
6.11K
+ 73.06%
$109.72 - $119.0 $670K - $727K
14.5K $1.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.46K
+ 23.31%
$56.04 - $62.2 $474K - $526K
44.7K $2.78M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
682
+ 11.63%
$405.19 - $478.57 $276K - $326K
6.55K $3.01M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.69K
+ 17.91%
$240.48 - $267.94 $405K - $451K
11.1K $2.97M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.01K
+ 116.23%
$56.47 - $63.69 $452K - $510K
14.9K $938K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.56K
+ 34.69%
$61.11 - $67.85 $401K - $445K
25.5K $1.73M
LMT
Lockheed Martin Corp

Industrials
705
+ 122.4%
$460.3 - $584.56 $325K - $412K
1.28K $748K
ITOT
Ishares Core S&P Total U.S. St

ETFs
401
+ 0.66%
$113.41 - $125.62 $45.5K - $50.4K
61.6K $7.73M
VZ
Verizon Communications Inc

Communication Services
8.58K
+ 41.57%
$38.89 - $45.0 $334K - $386K
29.2K $1.31M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.17K
+ 7.67%
$31.05 - $34.29 $223K - $246K
101K $3.45M
SPMD
Spdr Portfolio

ETFs
2.08K
+ 3.26%
$50.29 - $54.92 $105K - $114K
66K $3.61M
JPM
Jpmorgan Chase & CO

Financial Services
1.24K
+ 22.17%
$194.9 - $224.8 $242K - $279K
6.84K $1.44M
PLTR
Palantir Technologies Inc.

Technology
1.81K
+ 9.27%
$24.09 - $37.95 $43.6K - $68.7K
21.3K $793K
Activity Summary
Buys All Purchases 144 New Holdings 50 Increased Positions 94 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Retirement Planning Group Portfolio

Follow Retirement Planning Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email