account_balance
Investment manager · 13F filer · SEC CIK 1508195
Retirement Planning Group, LLC
Reported value$4.01Bas of Sep 30, 2026
Positions531 18 new, 28 sold out
Top 10 weight57.0%VOO alone is 9%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
9.0%
QGRWWisdomtree Tr
7.9%
FSMDFidelity Covington Trust
7.1%Added +4%
DIVIFranklin Templeton ETF Tr
6.8%Added +4%
PYLDPimco ETF Tr
4.8%Added +6%
FRDMEa Series Trust
4.7%
UBNDVictory Portfolios II
4.6%Added +9%
FDVVFidelity Covington Trust
4.4%Added +3%
DIVOAmplify ETF Tr
4.2%Added +4%
FBNDFidelity Merrimack STR Tr
3.6%Added +5%
NFLTEtfis Ser Tr I
2.9%
BNDINeos ETF Trust
2.7%+5%
VOOVanguard Index FDS
9.0%
QGRWWisdomtree Tr
7.9%
FSMDFidelity Covington Trust
7.1%Added +4%
DIVIFranklin Templeton ETF Tr
6.8%Added +4%
PYLDPimco ETF Tr
4.8%+6%
FRDMEa Series Trust
4.7%
UBNDVictory Portfolios II
4.6%
FDVVFidelity Covington Trust
4.4%
DIVOAmplify ETF Tr
4.2%
FBND3.6%
NFLT
BNDI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 9.0% Held
QGRW Wisdomtree Tr 7.9% Held
FSMD Fidelity Covington Trust 7.1% Added +4%
DIVI Franklin Templeton ETF Tr 6.8% Added +4%
PYLD Pimco ETF Tr 4.8% Added +6%
FRDM Ea Series Trust 4.7% Held
UBND Victory Portfolios II 4.6% Added +9%
FDVV Fidelity Covington Trust 4.4% Added +3%
DIVO Amplify ETF Tr 4.2% Added +4%
FBND Fidelity Merrimack STR Tr 3.6% Added +5%
NFLT Etfis Ser Tr I 2.9% Added +7%
BNDI Neos ETF Trust 2.7% Added +5%
What changed
Biggest moves since Jun 30, 2026
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