Retirement Planning Group 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RP Retirement Planning Group | Institutional Filer | ▲ 6.01% | $3.23B | 481 |
Current Portfolio Holdings
Showing all 481 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 489K | $292.0M | 9.05% |
| 2 | QGRW | WISDOMTREE TR | — | 4.3M | $231.4M | 7.17% |
| 3 | FSMD | FIDELITY COVINGTON TRUST | — | 5.2M | $231.0M | 7.16% |
| 4 | DIVI | FRANKLIN TEMPLETON ETF TR | — | 5.7M | $225.3M | 6.98% |
| 5 | PYLD | PIMCO ETF TR | — | 6.5M | $169.4M | 5.25% |
| 6 | UBND | VICTORY PORTFOLIOS II | — | 7.4M | $160.3M | 4.97% |
| 7 | DIVO | AMPLIFY ETF TR | — | 3.2M | $142.7M | 4.42% |
| 8 | FDVV | FIDELITY COVINGTON TRUST | — | 2.5M | $139.9M | 4.33% |
| 9 | FRDM | EA SERIES TRUST | — | 2.5M | $139.3M | 4.32% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | — | 2.8M | $129.7M | 4.02% |
| 11 | NFLT | ETFIS SER TR I | — | 4.5M | $101.6M | 3.15% |
| 12 | BNDI | NEOS ETF TRUST | — | 2.0M | $95.0M | 2.94% |
| 13 | VGSH | VANGUARD SCOTTSDALE FDS | — | 979K | $57.3M | 1.78% |
| 14 | COST | Costco Wholesale Corporation | Consumer Defensive | 51K | $50.5M | 1.57% |
| 15 | AAPL | Apple Inc. | Technology | 161K | $41.0M | 1.27% |
Showing 1 to 15 of 481 holdings