Retirement Planning Group Reduced Holdings in Q1 2025

Retirement Planning Group

  • $1.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.12M
- 79.25%
$96.88 - $111.25 $109M - $125M
294K $29.1M
VIG
Vanguard Dividend Appreciation

ETFs
-566K
- 75.63%
N/A
182K $33.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4M
- 69.22%
$21.23 - $23.75 $84.9M - $95M
1.78M $38.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-737K
- 69.56%
$108.02 - $120.45 $79.6M - $88.7M
322K $35.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.81M
- 71.65%
$36.91 - $41.03 $66.7M - $74.1M
715K $28.6M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-997K
- 27.26%
$39.61 - $42.65 $39.5M - $42.5M
2.66M $107M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-92.3K
- 20.58%
$53.6 - $58.97 $4.95M - $5.44M
356K $19.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-36.3K
- 55.49%
$120.29 - $134.6 $4.37M - $4.89M
29.1K $3.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-69.5K
- 31.21%
$71.17 - $73.66 $4.95M - $5.12M
153K $11.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-65.7K
- 43.71%
$54.25 - $57.64 $3.57M - $3.79M
84.7K $4.67M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-61K
- 33.07%
$24.5 - $24.95 $1.49M - $1.52M
123K $3.06M
BOND
Pimco Active Bond Exchange Tra

ETFs
-16.7K
- 32.07%
$89.27 - $92.9 $1.49M - $1.55M
35.3K $3.26M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-16.4K
- 43.94%
$76.94 - $78.24 $1.26M - $1.28M
20.9K $1.63M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.61K
- 14.77%
$551.42 - $612.93 $889K - $989K
9.31K $5.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.65K
- 18.15%
$102.49 - $119.96 $681K - $797K
30K $3.12M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-15.9K
- 55.8%
$66.9 - $71.57 $1.06M - $1.14M
12.6K $880K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.13K
- 9.58%
$554.06 - $615.85 $626K - $696K
10.7K $5.95M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-13.3K
- 3.63%
$49.78 - $53.19 $662K - $707K
353K $17.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.53K
- 33.28%
$247.97 - $296.33 $628K - $751K
5.08K $1.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.93K
- 64.25%
$360.07 - $417.26 $695K - $805K
1.07K $387K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.21K
- 1.63%
$92.45 - $106.69 $112K - $129K
73K $6.75M
SOXX
Ishares Semiconductor ETF

ETFs
-2.58K
- 31.26%
$188.17 - $235.81 $486K - $609K
5.68K $1.07M
XLV
Select Sector Spdr Fund Health

ETFs
-4.69K
- 26.05%
$137.61 - $149.68 $645K - $702K
13.3K $1.92M
GOOGL
Alphabet Inc.

Communication Services
-469
- 3.48%
$154.33 - $206.19 $72.4K - $96.7K
13K $2.01M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-10.4K
- 28.93%
$40.87 - $45.28 $424K - $470K
25.5K $1.05M
BOTZ
Global X Fds

ETFs
-11.1K
- 19.04%
$28.46 - $34.53 $316K - $383K
47.2K $1.37M
VGT
Vanguard Information Technolog

ETFs
-141
- 2.65%
$543.24 - $646.34 $76.6K - $91.1K
5.18K $2.81M
GOOG
Alphabet Inc.

Communication Services
-60
- 0.46%
$156.06 - $207.71 $9.36K - $12.5K
13.1K $2.04M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-8.55K
- 22.21%
$74.85 - $84.89 $640K - $726K
30K $2.47M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-7.72K
- 41.59%
$59.28 - $66.1 $458K - $511K
10.8K $697K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-2.23K
- 17.61%
$157.71 - $180.77 $352K - $403K
10.4K $1.69M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.2K
- 1.84%
$78.0 - $84.37 $171K - $185K
117K $9.28M
IWM
Ishares Russell 2000 ETF

ETFs
-1.12K
- 16.74%
$198.1 - $229.79 $222K - $257K
5.57K $1.12M
VO
Vanguard Mid Cap ETF

ETFs
-783
- 3.68%
$251.87 - $277.95 $197K - $218K
20.5K $5.27M
VGSH
Vanguard

ETFs
-6.69K
- 5.97%
$58.07 - $58.68 $388K - $392K
105K $6.18M
IGV
Ishares Expanded Tech Software

ETFs
-2.05K
- 14.61%
$88.3 - $107.83 $181K - $221K
12K $1.08M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11.2K
- 19.74%
$21.75 - $24.28 $243K - $272K
45.5K $998K
STAG
Stag Industrial, Inc.

Real Estate
-10K
- 41.87%
$32.39 - $37.07 $324K - $371K
13.9K $501K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-531
- 2.0%
$81.62 - $96.63 $43.3K - $51.3K
26K $2.16M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.47K
- 1.46%
$32.42 - $36.13 $47.5K - $53K
99.2K $3.25M
XLP
Consumer Staples Sector Spdr

ETFs
-2.91K
- 7.35%
N/A
36.7K $2.79M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-759
- 1.69%
$59.61 - $66.71 $45.2K - $50.6K
44K $2.65M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-975
- 14.25%
$169.43 - $182.84 $165K - $178K
5.87K $1.01M
LRGF
Ishares Tr

ETFs
-2.68K
- 21.23%
$56.95 - $63.95 $152K - $171K
9.93K $571K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.98K
- 23.27%
$27.01 - $28.54 $188K - $199K
23K $634K
OMFL
Invesco Exchange Traded Self I

ETFs
-2.23K
- 5.1%
$52.19 - $57.45 $117K - $128K
41.5K $2.19M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-51
- 1.14%
$333.37 - $384.99 $17K - $19.6K
4.42K $1.47M
WMT
Walmart Inc.

Consumer Defensive
-833
- 2.53%
$84.5 - $105.05 $70.4K - $87.5K
32.1K $2.81M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-12.4K
- 3.9%
$27.64 - $28.52 $342K - $352K
304K $8.67M
Activity Summary
Buys All Purchases 150 New Holdings 41 Increased Positions 109 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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