Retirement Planning Group ETFs

Retirement Planning Group

$1.64 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TLTD Flexshares Morningstar Dev Mkt	$0	$354,000 0.02% of portfolio	4,246	Q4 2024 Reduced 0.02%
IYF Ishares Tr	$0	$351,000 0.02% of portfolio	2,909	Q2 2025 Reduced 45.16%
SPSM Spdr Portfolio S&P 600 Small C	$0	$351,000 0.02% of portfolio	8,240	Q2 2025 Reduced 3.21%
VAW Vanguard Materials ETF	$0	$344,000 0.02% of portfolio	1,766	Q2 2025 Reduced 7.54%
DFAI Dimensional ETF Tr	$0	$343,000 0.02% of portfolio	9,943	Q2 2025 New
IYE Ishares Tr	$0	$335,000 0.02% of portfolio	7,429	Q2 2025 Reduced 14.73%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$335,000 0.02% of portfolio	4,482	Q1 2025 Added 3.7%
VCR Vanguard Consumer Discretionar	$0	$333,000 0.02% of portfolio	921	Q2 2025 New
EWJ Ishares Msci Japan ETF	$0	$323,000 0.02% of portfolio	4,317	Q2 2025 New
VIS Vanguard Industrial ETF	$0	$311,000 0.02% of portfolio	1,111	Q2 2025 Reduced 24.93%
EWU Ishs Msci Utd Kingdom ETF	$0	$302,000 0.02% of portfolio	7,605	Q2 2025 New
PJUN Innovator U.S. Equity Power Bu	$0	$302,000 0.02% of portfolio	7,620	Q4 2024 Reduced 4.49%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$302,000 0.02% of portfolio	3,482	Q2 2025 Reduced 1.78%
VDE Vanguard Energy ETF	$0	$294,000 0.02% of portfolio	2,470	Q2 2025 Added 4.31%
VOE Vanguard Mid Cap Value Index F	$0	$287,000 0.02% of portfolio	1,750	Q2 2025 Reduced 0.11%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$285,000 0.02% of portfolio	2,601	Q2 2025 Reduced 40.34%
FSTA Fidelity Covington Tr Msci Con	$0	$274,000 0.02% of portfolio	5,372	Q2 2025 Reduced 5.09%
EZU Ishares Inc Msci Eurozone ETF	$0	$271,000 0.02% of portfolio	4,567	Q1 2025 New
EWL Ishares Inc Msci Switzerlnd	$0	$268,000 0.02% of portfolio	4,892	Q2 2025 Added 12.93%
SHY Ishares Barclays 1 3 Year Trea	$0	$268,000 0.02% of portfolio	3,238	Q2 2025 Reduced 24.73%
IWP Ishares Russell Mid Cap Growth	$0	$265,000 0.02% of portfolio	1,916	Q2 2025 Reduced 0.05%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$254,000 0.02% of portfolio	3,204	Q2 2025 Reduced 1.2%
PJUL Innovator U.S. Equity Power Bu	$0	$248,000 0.02% of portfolio	5,672	Q2 2024 Reduced 13.01%
IEF Ishares Barclays	$0	$231,000 0.01% of portfolio	2,421	Q2 2025 Added 3.99%
AIA Ishares S&P Asia 50 ETF	$0	$223,000 0.01% of portfolio	2,752	Q2 2025 New
CMF Ishares California Muni Bond E	$0	$222,000 0.01% of portfolio	3,999	Q2 2025 New
IEMG Ishares Inc	$0	$210,000 0.01% of portfolio	3,920	Q2 2025 Reduced 17.84%
DTD Wisdomtree Tr U.S Total Divide	$0	$205,000 0.01% of portfolio	2,579	Q2 2025 New
UOCT Innovator U.S. Equity Ultra Bu	$0	$205,000 0.01% of portfolio	5,587	Q2 2025 New
FLQH Franklin Templeton Libertyq In	$0	$0 0.0% of portfolio	4,475,833	Q2 2025 Added 5.09%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	18,837	Q2 2025 New
RHS Invesco ETF Tr S&P 500 Equal W	$0	$0 0.0% of portfolio	12,409	Q2 2024 Reduced 11.03%
IDME ETF Ser Solutions Intl Drawdow	$0	$0 0.0% of portfolio	39,714	Q2 2025 Reduced 6.64%

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