Retirement Planning Group
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationleawood, KS
- CIK0001508195
- Alternate namesRetirement Planning Group, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
277 | $1.99B | SPGP, DIVO, VIG, SCHB | 13F-HR | Feb 18, 2025 | 000108514625001741 | ||
264 | $1.84B | VIG, DIVO, SPGP, SCHB | 13F-HR | Oct 10, 2024 | 000108514624004837 | ||
231 | $1.57B | SPGP, VIG, DIVO, SCHB | 13F-HR | Jul 12, 2024 | 000108514624002885 | ||
213 | $1.31B | SPGP, SCHB, VIG, DIVO | 13F-HR | Apr 12, 2024 | 000108514624001769 | ||
184 | $1.12B | SPGP, SCHB, VIG, DIVO | 13F-HR | Jan 16, 2024 | 000108514624000239 | ||
158 | $941.89M | SPGP, SCHB, VIG, DIVO | 13F-HR | Oct 25, 2023 | 000108514623003892 | ||
161 | $1.00B | SCHB, CDC, SPGP, VIG | 13F-HR | Jul 24, 2023 | 000108514623002846 | ||
147 | $938.64M | CDC, SCHB, VIG, SPGP | 13F-HR | Apr 20, 2023 | 000108514623001773 | ||
133 | $875.46M | CDC, SCHB, VIG, SPGP | 13F-HR | Jan 19, 2023 | 000108514623000211 | ||
125 | $795.30M | CDC, SCHB, VIG, SCHG | 13F-HR | Oct 14, 2022 | 000108514622003399 | ||
110 | $810.40M | CDC, VIG, SCHB, SCHG | 13F-HR | Jul 13, 2022 | 000108514622002386 | ||
108 | $915.06M | SCHB, VIG, CDC, SCHG | 13F-HR | Apr 19, 2022 | 000108514622001437 | ||
108 | $1.03B | SCHB, XT, VOO, GSLC | 13F-HR | Jan 20, 2022 | 000108514622000229 | ||
87 | $879.55M | SCHB, XT, VOO, GSLC | 13F-HR | Oct 18, 2021 | 000150819521000011 | ||
85 | $870.91M | SCHB, XT, VOO, GSLC | 13F-HR | Jul 19, 2021 | 000150819521000009 | ||
61 | $726.30M | SCHB, XT, VOO, GSLC | 13F-HR | Apr 26, 2021 | 000150819521000007 | ||
62 | $690.40M | SCHB, XT, VOO, GSLC | 13F-HR | Jan 27, 2021 | 000150819521000003 | ||
56 | $613.03M | SCHB, XT, VOO, GSLC | 13F-HR | Oct 15, 2020 | 000150819520000005 | ||
57 | $544.32M | SCHB, VOO, XT, GSLC | 13F-HR | Aug 6, 2020 | 000150819520000003 | ||
56 | $418.75M | SCHB, BNDW, ICSH, JMIN | 13F-HR | May 5, 2020 | 000160704520000062 | ||
74 | $502.32M | SCHB, JMIN, BNDW, ICSH | 13F-HR | Jan 29, 2020 | 000160704520000027 | ||
69 | $472.36M | SCHB, BNDW, JMIN, ICSH | 13F-HR | Oct 25, 2019 | 000160704519000131 | ||
65 | $440.98M | SCHB, BNDW, ICSH, SCHF | 13F-HR | Jul 25, 2019 | 000160704519000091 | ||
66 | $414.27M | SCHB, BNDW, ICSH, SCHF | 13F-HR | May 6, 2019 | 000160704519000064 | ||
66 | $374.19M | SCHB, ICSH, BNDW, SCHF | 13F-HR | Feb 6, 2019 | 000160704519000027 | ||
55 | $388.27M | SCHB, BND, VIG, SCHF | 13F-HR | Nov 7, 2018 | 000160704518000070 | ||
54 | $371.19M | SCHB, BND, SCHF, VIG | 13F-HR | Aug 7, 2018 | 000160704518000051 | ||
55 | $368.50M | SCHB, BND, SCHF, VIG | 13F-HR | May 7, 2018 | 000160704518000023 | ||
52 | $366.27M | SCHB, BND, SCHF, VIG | 13F-HR | Jan 31, 2018 | 000160704518000012 | ||
47 | $350.46M | SCHB, BND, SCHF, VIG | 13F-HR | Oct 16, 2017 | 000160704517000045 | ||
49 | $332.90M | SCHB, BND, SCHF, VIG | 13F-HR | Jul 31, 2017 | 000160704517000034 | ||
52 | $328.88M | SCHB, VIG, BSV, IDV* | 13F-HR | Apr 27, 2017 | 000160704517000028 | ||
52 | $312.69M | SCHB, BSV, VIG, IDV* | 13F-HR | Jan 30, 2017 | 000160704517000009 | ||
52 | $309.18M | SCHB, BSV, VIG, BND | 13F-HR | Nov 4, 2016 | 000160704516000080 | ||
56 | $294.98M | SCHB, BSV, VIG, BND | 13F-HR | Aug 3, 2016 | 000160704516000068 | ||
56 | $282.44M | SCHB, BSV, VIG, IDV* | 13F-HR | May 16, 2016 | 000160704516000059 | ||
54 | $270.66M | SCHB, BSV, VIG, IDV* | 13F-HR | Feb 8, 2016 | 000160704516000048 | ||
54 | $227.97M | SCHB, BSV, IDV*, VIG | 13F-HR | Nov 12, 2015 | 000121465915007664 | ||
59 | $244.51M | SCHB, BSV, IDV*, VIG | 13F-HR | Aug 7, 2015 | 000121465915005898 | ||
62 | $251.06M | SCHB, BSV, IDV*, VIG | 13F-HR | May 13, 2015 | 000121465915003901 | ||
67 | $324.33M | SCHB, BSV, VCSH, VEA | 13F-HR | Feb 24, 2015 | 000121465915001628 | ||
66 | $320.67M | SCHB, BSV, VCSH, VEA | 13F-HR | Oct 21, 2014 | 000121465914007100 | ||
68 | $330.32M | SCHB, BSV, VCSH, IDV* | 13F-HR | Jul 30, 2014 | 000121465914005442 | ||
67 | $309.81M | SCHB, VCSH, BSV, IDV* | 13F-HR | Jul 30, 2014 | 000121465914005421 | ||
73 | $281.26M | SCHB, VCSH, VEA, VWO | 13F-HR | Jan 30, 2014 | 000121465914000648 |