Retirement Planning Group has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 231 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 $129M, Vanguard Dividend Appreciation with a value of $125M, Amplify ETF Tr Amplify Cwp Enh with a value of $122M, Schwab Strategic Tr Us Broad M with a value of $114M, and Goldman Sachs ETF Tr Activebet with a value of $110M.
Examining the 13F form we can see an increase of $157M in the current position value, from $1.24B to 1.4B.
Below you can find more details about Retirement Planning Group portfolio as well as his latest detailed transactions.