Retirement Planning Group, LLC has disclosed 262 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $1.83 Bil. The turnover rate is 15%.
In Retirement Planning Group, LLC's current portfolio as of 2024-09-30, the top 5 holdings are
Vanguard Dividend Appreciation FTF (VIG), Amplify CPW Enhanced Dividend Income ETF (DIVO), Invesco S&P 500 GARP ETF (SPGP), Schwab U.S. Broad Market ETF (SCHB), Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC), not including call and put options.
Retirement Planning Group, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Retirement Planning Group, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Retirement Planning Group, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Retirement Planning Group, LLC.