Notify me when Retirement Planning Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 421 | $3,044,368,527 | +$164,344,009 | -$43,068,962 | +$121,275,047 | VOO, QGRW, DIVI, FSMD, PYLD | 13F-HR | 03 Feb 2026, 10:15 |
| Q3 2025 | 407 | $2,879,969,165 | +$475,776,609 | -$73,888,103 | +$401,888,506 | VOO, QGRW, DIVI, FSMD, PYLD | 13F-HR | 27 Oct 2025, 13:35 |
| Q2 2025 | 304 | $2,350,773,263 | +$130,572,240 | -$66,675,001 | +$63,897,239 | VOO, QGRW, DIVI, FSMD, PYLD | 13F-HR | 30 Jul 2025, 12:32 |
| Q1 2025 | 296 | $2,132,482,698 | +$719,874,350 | -$556,786,976 | +$163,087,374 | VOO, QGRW, DIVI, FSMD, PYLD | 13F-HR | 10 Apr 2025, 17:03 |
| Q4 2024 | 277 | $1,987,647,268 | +$359,411,889 | -$90,574,238 | +$268,837,651 | SPGP, DIVO, VIG, SCHB, GSLC | 13F-HR | 18 Feb 2025, 11:43 |
| Q3 2024 | 264 | $1,835,555,671 | +$275,100,985 | -$95,653,045 | +$179,447,940 | VIG, DIVO, SPGP, SCHB, GSLC | 13F-HR | 10 Oct 2024, 17:20 |
| Q2 2024 | 231 | $1,572,965,566 | +$338,792,315 | -$83,338,117 | +$255,454,198 | SPGP, VIG, DIVO, SCHB, GSLC | 13F-HR | 12 Jul 2024, 14:07 |
| Q1 2024 | 213 | $1,305,567,342 | +$138,277,826 | -$19,500,665 | +$118,777,161 | SPGP, SCHB, VIG, DIVO, GSLC | 13F-HR | 12 Apr 2024, 14:16 |
| Q4 2023 | 184 | $1,116,820,982 | +$122,055,837 | -$35,373,878 | +$86,681,959 | SPGP, SCHB, VIG, DIVO, GSLC | 13F-HR | 12 Jan 2024, 20:33 |
| Q3 2023 | 158 | $941,886,565 | +$102,659,958 | -$124,198,890 | -$21,538,932 | SPGP, SCHB, VIG, DIVO, GSLC | 13F-HR | 24 Oct 2023, 21:30 |
| Q2 2023 | 161 | $1,001,765,960 | +$41,379,469 | -$12,694,783 | +$28,684,686 | SCHB, CDC, SPGP, VIG, GSLC | 13F-HR | 24 Jul 2023, 13:47 |
| Q1 2023 | 147 | $938,639,389 | +$46,054,320 | -$20,317,309 | +$25,737,011 | CDC, SCHB, VIG, SPGP, GSLC | 13F-HR | 19 Apr 2023, 20:11 |
| Q4 2022 | 133 | $875,462,007 | +$171,215,435 | -$145,304,021 | +$25,911,414 | CDC, SCHB, VIG, SPGP, GSLC | 13F-HR | 18 Jan 2023, 17:43 |
| Q3 2022 | 125 | $795,300,000 | +$61,346,975 | -$23,046,423 | +$38,300,552 | CDC, SCHB, VIG, SCHG, GSLC | 13F-HR | 13 Oct 2022, 20:15 |
| Q2 2022 | 110 | $810,405,000 | +$94,672,600 | -$74,069,262 | +$20,603,338 | CDC, VIG, SCHB, SCHG, GSLC | 13F-HR | 13 Jul 2022, 13:38 |
| Q1 2022 | 108 | $915,062,000 | +$392,193,448 | -$383,648,066 | +$8,545,382 | SCHB, VIG, CDC, SCHG, GSLC | 13F-HR | 18 Apr 2022, 20:10 |
| Q4 2021 | 108 | $1,034,454,000 | +$102,715,037 | -$7,352,405 | +$95,362,632 | SCHB, XT, VOO, GSLC, DYNF | 13F-HR | 19 Jan 2022, 21:35 |
| Q3 2021 | 87 | $879,554,000 | +$33,384,019 | -$16,297,342 | +$17,086,677 | SCHB, XT, VOO, GSLC, BND | 13F-HR | 18 Oct 2021, 11:44 |
| Q2 2021 | 85 | $870,911,000 | +$103,595,783 | -$2,552,875 | +$101,042,908 | SCHB, XT, VOO, GSLC, BND | 13F-HR | 19 Jul 2021, 10:55 |
| Q1 2021 | 61 | $726,299,000 | +$15,724,448 | -$7,540,665 | +$8,183,783 | SCHB, XT, VOO, GSLC, BND | 13F-HR | 26 Apr 2021, 11:21 |
| Q4 2020 | 62 | $690,404,000 | +$14,364,617 | -$9,139,746 | +$5,224,871 | SCHB, XT, VOO, GSLC, BND | 13F-HR | 27 Jan 2021, 15:35 |
| Q3 2020 | 56 | $613,028,000 | +$117,064,543 | -$79,580,882 | +$37,483,661 | SCHB, XT, VOO, GSLC, BND | 13F-HR | 15 Oct 2020, 09:26 |
| Q2 2020 | 57 | $544,317,000 | +$174,743,303 | -$104,850,856 | +$69,892,447 | SCHB, VOO, XT, GSLC, VIG | 13F-HR | 06 Aug 2020, 15:43 |
| Q1 2020 | 56 | $418,751,000 | +$44,277,434 | -$54,243,476 | -$9,966,042 | SCHB, BNDW, ICSH, JMIN, VIG | 13F-HR | 05 May 2020, 08:43 |
| Q4 2019 | 74 | $502,321,000 | +$53,654,614 | -$43,456,842 | +$10,197,772 | SCHB, JMIN, BNDW, ICSH, VIG | 13F-HR | 29 Jan 2020, 15:55 |
| Q3 2019 | 69 | $472,361,000 | +$102,436,629 | -$74,545,437 | +$27,891,192 | SCHB, BNDW, JMIN, ICSH, VIG | 13F-HR | 24 Oct 2019, 20:31 |
| Q2 2019 | 65 | $440,976,000 | +$17,153,865 | -$1,762,125 | +$15,391,740 | SCHB, BNDW, ICSH, SCHF, VIG | 13F-HR | 25 Jul 2019, 16:27 |
| Q1 2019 | 66 | $414,269,000 | +$23,961,370 | -$18,496,653 | +$5,464,717 | SCHB, BNDW, ICSH, SCHF, VIG | 13F-HR | 06 May 2019, 16:23 |
| Q4 2018 | 66 | $374,188,000 | +$126,123,860 | -$101,380,057 | +$24,743,803 | SCHB, ICSH, BNDW, SCHF, VIG | 13F-HR | 06 Feb 2019, 17:23 |
| Q3 2018 | 55 | $388,273,000 | +$7,817,348 | -$2,788,265 | +$5,029,083 | SCHB, BND, VIG, SCHF, BSV | 13F-HR | 07 Nov 2018, 15:04 |
| Q2 2018 | 54 | $371,185,000 | +$32,754,813 | -$31,087,772 | +$1,667,041 | SCHB, BND, SCHF, VIG, BSV | 13F-HR | 07 Aug 2018, 12:28 |
| Q1 2018 | 55 | $368,505,000 | +$10,240,600 | -$3,435,418 | +$6,805,182 | SCHB, BND, SCHF, VIG, FNDB | 13F-HR | 07 May 2018, 10:10 |
| Q4 2017 | 52 | $366,268,000 | +$7,709,986 | -$3,609,358 | +$4,100,628 | SCHB, BND, SCHF, VIG, BSV | 13F-HR | 31 Jan 2018, 11:14 |
| Q3 2017 | 47 | $350,458,000 | +$11,976,704 | -$4,423,375 | +$7,553,329 | SCHB, BND, SCHF, VIG, BSV | 13F-HR | 16 Oct 2017, 14:17 |
| Q2 2017 | 49 | $332,905,000 | +$65,631,469 | -$68,784,748 | -$3,153,279 | SCHB, BND, SCHF, VIG, BSV | 13F-HR | 31 Jul 2017, 10:22 |
| Q1 2017 | 52 | $328,879,000 | +$6,162,378 | -$1,402,646 | +$4,759,732 | SCHB, VIG, BSV, IDV, BND | 13F-HR | 27 Apr 2017, 14:52 |
| Q4 2016 | 52 | $312,692,000 | +$16,489,332 | -$12,659,768 | +$3,829,564 | SCHB, BSV, VIG, IDV, BND | 13F-HR | 30 Jan 2017, 14:32 |
| Q3 2016 | 52 | $309,179,000 | +$18,513,347 | -$11,785,599 | +$6,727,748 | SCHB, BSV, VIG, BND, IDV | 13F-HR | 03 Nov 2016, 19:05 |
| Q2 2016 | 56 | $294,976,000 | +$9,870,298 | -$1,439,990 | +$8,430,308 | SCHB, BSV, VIG, BND, IDV | 13F-HR | 03 Aug 2016, 08:34 |
| Q1 2016 | 56 | $282,443,000 | +$10,332,225 | -$4,426,787 | +$5,905,438 | SCHB, BSV, VIG, IDV, BND | 13F-HR | 13 May 2016, 17:37 |
| Q4 2015 | 54 | $270,658,000 | +$72,167,081 | -$33,363,314 | +$38,803,767 | SCHB, BSV, VIG, IDV, BND | 13F-HR | 08 Feb 2016, 11:42 |
| Q3 2015 | 54 | $227,967,000 | +$10,430,925 | -$9,360,982 | +$1,069,943 | SCHB, BSV, IDV, VIG, EDIV | 13F-HR | 12 Nov 2015, 10:16 |
| Q2 2015 | 59 | $244,506,000 | +$8,517,269 | -$11,960,523 | -$3,443,254 | SCHB, BSV, IDV, VIG, EDIV | 13F-HR | 07 Aug 2015, 11:34 |
| Q1 2015 | 62 | $251,063,000 | +$10,772,843 | -$87,655,899 | -$76,883,056 | SCHB, BSV, IDV, VIG, EDIV | 13F-HR | 13 May 2015, 15:36 |
| Q4 2014 | 67 | $324,327,000 | +$24,589,708 | -$20,836,298 | +$3,753,410 | SCHB, BSV, VCSH, VEA, IDV | 13F-HR | 24 Feb 2015, 16:01 |
| Q3 2014 | 65 | $320,463,000 | +$9,246,947 | -$7,361,972 | +$1,884,975 | SCHB, BSV, VCSH, VEA, IDV | 13F-HR | 21 Oct 2014, 11:43 |
| Q2 2014 | 67 | $330,100,000 | +$26,401,411 | -$14,839,109 | +$11,562,302 | SCHB, BSV, VCSH, IDV, VEA | 13F-HR | 30 Jul 2014, 17:20 |
| Q1 2014 | 67 | $309,814,000 | +$47,527,951 | -$20,623,401 | +$26,904,550 | SCHB, VCSH, BSV, IDV, VEA | 13F-HR | 30 Jul 2014, 12:04 |
| Q4 2013 | 73 | $281,258,000 | $0 | $0 | $0 | SCHB, VCSH, VEA, VWO, BSV | 13F-HR | 30 Jan 2014, 11:55 |