Retirement Planning Group Reduced Holdings in Q3 2025

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
POCT
Innovator U.S. Equity Power Bu

ETFs
-315
- 3.38%
$41.27 - $43.1 $13K - $13.6K
9.01K $388K
IWP
Ishares Russell Mid Cap Growth

ETFs
-27
- 1.41%
$137.51 - $145.26 $3.71K - $3.92K
1.89K $269K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-75
- 0.97%
$67.48 - $71.55 $5.06K - $5.37K
7.68K $543K
OMFL
Invesco Exchange Traded Self I

ETFs
-1.72K
- 3.9%
$57.41 - $60.45 $98.9K - $104K
42.4K $2.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-12
- 0.18%
$97.75 - $100.75 $1.17K - $1.21K
6.53K $654K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.12K
- 4.5%
$27.61 - $29.15 $86.3K - $91.1K
66.4K $1.93M
VEA
Vanguard Ftse Developed Market

ETFs
-7.72K
- 4.76%
$56.02 - $60.3 $432K - $465K
154K $9.25M
VOE
Vanguard Mid Cap Value Index F

ETFs
-31
- 1.77%
$164.63 - $174.58 $5.1K - $5.41K
1.72K $300K
VT
Vanguard Total World Stk Index

ETFs
-72
- 2.14%
$128.41 - $138.03 $9.25K - $9.94K
3.29K $453K
BNS
Bank Of Nova Scotia

Financial Services
-1.47K
- 11.81%
$54.5 - $64.93 $80.2K - $95.6K
11K $710K
VNQ
Vanguard Specialized Funds Van

ETFs
-723
- 1.8%
$88.47 - $93.24 $64K - $67.4K
39.5K $3.61M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-153
- 0.56%
$28.15 - $30.13 $4.31K - $4.61K
27.1K $803K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-873
- 3.47%
$91.28 - $97.59 $79.7K - $85.2K
24.3K $2.33M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-196
- 1.09%
$25.29 - $28.33 $4.96K - $5.55K
17.8K $495K
FXD
First Tr Exchange Traded Fd

ETFs
-94
- 0.92%
$63.72 - $70.29 $5.99K - $6.61K
10.1K $691K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2
- 0.01%
$30.13 - $33.37 $60.3 - $66.7
14.2K $474K
DVY
Ishares Tr

ETFs
-38
- 0.63%
$133.88 - $142.57 $5.09K - $5.42K
6.04K $858K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-205
- 2.44%
$182.33 - $194.5 $37.4K - $39.9K
8.2K $1.59M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-147
- 0.88%
$76.29 - $80.63 $11.2K - $11.9K
16.6K $1.34M
IDEV
Ishares Core Msci Intl Develop

ETFs
-530
- 1.97%
$74.68 - $80.26 $39.6K - $42.5K
26.3K $2.11M
VBK
Vanguard Small Cap Growth ETF

ETFs
-28
- 0.72%
$276.51 - $305.12 $7.74K - $8.54K
3.86K $1.15M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-272
- 0.64%
$24.46 - $26.5 $6.65K - $7.21K
42K $1.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.06K
- 4.95%
$72.65 - $78.68 $150K - $162K
39.5K $3.1M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-546
- 5.7%
$205.52 - $234.96 $112K - $128K
9.03K $2.12M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-116
- 0.31%
$59.61 - $63.09 $6.91K - $7.32K
37.9K $2.38M
SPMD
Spdr Portfolio

ETFs
-825
- 1.49%
$54.43 - $58.29 $44.9K - $48.1K
54.7K $3.13M
XLC
Select Sector Spdr Tr Communic

ETFs
-17
- 0.15%
$105.99 - $119.41 $1.8K - $2.03K
11.7K $1.38M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-12
- 0.26%
$195.29 - $223.85 $2.34K - $2.69K
4.66K $1.04M
RGLD
Royal Gold Inc

Basic Materials
-96
- 1.62%
$151.42 - $200.58 $14.5K - $19.3K
5.83K $1.17M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-247
- 0.27%
$48.97 - $51.59 $12.1K - $12.7K
91.2K $4.71M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.51K
- 2.01%
$62.54 - $68.42 $94.6K - $103K
73.8K $4.98M
VO
Vanguard Mid Cap ETF

ETFs
-94
- 0.48%
$279.83 - $293.74 $26.3K - $27.6K
19.5K $5.72M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-967
- 1.17%
$56.98 - $61.66 $55.1K - $59.6K
81.4K $4.98M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.09K
- 0.69%
$21.69 - $23.34 $45.2K - $48.7K
301K $7.01M
XLK
Technology Sector Spdr

ETFs
-68
- 0.59%
$250.97 - $282.66 $17.1K - $19.2K
11.5K $3.24M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-9.26K
- 4.08%
$28.92 - $32.19 $268K - $298K
218K $6.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-295
- 0.38%
$49.43 - $54.52 $14.6K - $16.1K
77.2K $4.18M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-9.87K
- 2.85%
$52.12 - $55.33 $514K - $546K
336K $18.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
-305
- 0.41%
$108.97 - $121.65 $33.2K - $37.1K
74.6K $9M
Activity Summary
Buys All Purchases 288 New Holdings 113 Increased Positions 175 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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