Retirement Planning Group
CIK Number: 0001508195
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPGP | Invesco S&P 500... | 105.08 | -0.49% | 1.42M | +11.50% | 148.44M | 86.23 | 7.47% |
| 2 | DIVO | Amplify CWP Enh... | 41.87 | -0.4% | 3.66M | +12.20% | 148.05M | 36.1 | 7.45% |
| 3 | VIG | Vanguard Divide... | 202.25 | -0.38% | 747.74K | +8.51% | 146.43M | 149.19 | 7.37% |
| 4 | SCHB | Schwab U.S. Bro... | 23.39 | -0.4% | 5.78M | +222.51% | 131.15M | 9.89 | 6.60% |
| 5 | GSLC | Goldman Sachs A... | 119.14 | -0.04% | 1.06M | +5.21% | 121.98M | 75.47 | 6.14% |
| 6 | FSMD | Fidelity Small-... | 40.79 | -1.16% | 2.58M | +12.57% | 106.32M | 38.12 | 5.35% |
| 7 | PYLD | PIMCO ETF Trust... | 26.45 | +0.13% | 3.77M | +37.03% | 97.64M | 25.86 | 4.91% |
| 8 | IQLT | iShares MSCI In... | 42.37 | -0.49% | 2.52M | +14.66% | 93.56M | 34.41 | 4.71% |
| 9 | UBND | VictoryShares E... | 21.75 | +0.04% | 3.72M | +110.66% | 79.44M | 21.79 | 4.00% |
| 10 | FBND | Fidelity Total ... | 45.71 | +0.04% | 1.6M | +69.80% | 71.69M | 45.98 | 3.61% |
| 11 | FRDM | Freedom 100 Eme... | 40.13 | +0.01% | 2.11M | +14.30% | 69.12M | 32.73 | 3.48% |
| 12 | NFLT | Virtus Newfleet... | 22.70 | +0.02% | 2.63M | +70.58% | 59.03M | 22.52 | 2.97% |
| 13 | DIVI | Franklin Intern... | 34.84 | -0.61% | 1.74M | +15.87% | 52.15M | 27.85 | 2.62% |
| 14 | BNDI | Neos Enhanced I... | 46.98 | -0.49% | 1.04M | +98.00% | 48.72M | 47.68 | 2.45% |
| 15 | VOO | Vanguard 500 In... | 559.40 | -0.01% | 79.7K | -8.94% | 42.95M | 456.47 | 2.16% |
| 16 | AAPL | Apple Inc. | 201.31 | +0.50% | 124.71K | +0.02% | 31.23M | 133.8 | 1.57% |
| 17 | COST | Costco Wholesal... | 986.46 | -1.54% | 33.33K | -0.25% | 30.54M | 666.84 | 1.54% |
| 18 | COWZ | Pacer US Cash C... | 54.35 | -0.68% | 448.46K | -1.63% | 25.33M | 54.05 | 1.27% |
| 19 | VUG | Vanguard Growth... | 429.69 | +0.31% | 53.53K | -7.18% | 21.97M | 322.97 | 1.11% |
| 20 | CSHI | Neos Enhanced I... | 49.72 | -0.44% | 403.98K | -48.52% | 20.13M | 49.81 | 1.01% |
| 21 | QQQ | Invesco QQQ Tru... | 540.70 | +0.17% | 38.5K | -11.31% | 19.68M | 457.87 | 0.99% |
| 22 | SPYV | SPDR Portfolio ... | 51.59 | -0.36% | 366.46K | -3.38% | 18.74M | 46.6 | 0.94% |
| 23 | BND | Vanguard Total ... | 73.28 | +0.01% | 222.74K | -50.9% | 16.02M | 83.54 | 0.81% |
| 24 | FDVV | Fidelity High D... | 51.27 | -0.28% | 262.84K | +23.50% | 13.13M | 41.46 | 0.66% |
| 25 | VTV | Vanguard Value ... | 174.94 | -0.56% | 65.64K | -11.95% | 11.11M | 162.64 | 0.56% |
| 26 | MSFT | Microsoft Corpo... | 491.88 | +0.36% | 23.46K | +7.27% | 9.89M | 337.67 | 0.50% |
| 27 | DGRW | WisdomTree U.S.... | 82.39 | -0.42% | 119.54K | -4.78% | 9.67M | 72.02 | 0.49% |
| 28 | SPTI | SPDR Portfolio ... | 28.68 | +0.08% | 316.5K | -3.72% | 8.82M | 27.93 | 0.44% |
| 29 | ITOT | iShares Core S&... | 132.53 | -0.14% | 65.49K | +6.36% | 8.42M | 93.23 | 0.42% |
| 30 | EMXC | iShares MSCI Em... | 62.44 | +0.22% | 150.4K | -13.14% | 8.34M | 50.82 | 0.42% |
| 31 | VTI | Vanguard Total ... | 299.23 | -0.16% | 26.93K | -5.8% | 7.81M | 202.56 | 0.39% |
| 32 | IVW | iShares S&P 500... | 107.76 | +0.26% | 74.18K | -1.67% | 7.53M | 70.73 | 0.38% |
| 33 | IVV | iShares Core S&... | 609.65 | +0.02% | 11.79K | +1.35% | 6.94M | 444.02 | 0.35% |
| 34 | VGSH | Vanguard Short-... | 58.69 | +0.02% | 112.05K | -3.42% | 6.52M | 57.78 | 0.33% |
| 35 | SPY | SPDR S&P 500 ET... | 606.75 | 0.00% | 10.92K | -8.61% | 6.4M | 543.09 | 0.32% |
| 36 | VO | Vanguard Mid Ca... | 275.82 | -0.71% | 21.27K | -29.9% | 5.62M | 253.21 | 0.28% |
| 37 | AMZN | Amazon.com, Inc... | 211.91 | -0.4% | 25.36K | +12.60% | 5.56M | 171.41 | 0.28% |
| 38 | BMAR | Innovator S&P 5... | 48.45 | +0.13% | 115.07K | -0.31% | 5.31M | 40.98 | 0.27% |
| 39 | XLY | Consumer Discre... | 212.94 | -1.23% | 23.03K | +4.39% | 5.17M | 183.63 | 0.26% |
| 40 | BOND | PIMCO Active Bo... | 91.75 | +0.01% | 51.95K | -2.3% | 4.7M | 90.23 | 0.24% |
| 41 | SCHF | Schwab Internat... | 21.66 | -1.21% | 249.04K | +94.32% | 4.61M | 17.25 | 0.23% |
| 42 | UCON | First Trust TCW... | 24.91 | +0.08% | 184.43K | -8.09% | 4.55M | 24.39 | 0.23% |
| 43 | IJR | iShares Core S&... | 107.54 | -1.01% | 36.62K | -25.42% | 4.22M | 103.06 | 0.21% |
| 44 | PXF | Invesco FTSE RA... | 56.13 | -0.59% | 87.68K | +0.08% | 4.2M | 38.75 | 0.21% |
| 45 | TUSI | Touchstone Ultr... | 25.38 | -0.04% | 157.91K | +0.12% | 4M | 25.1 | 0.20% |
| 46 | VEA | Vanguard Develo... | 55.85 | -0.53% | 83.03K | +12.18% | 3.97M | 51.62 | 0.20% |
| 47 | GLD | SPDR Gold Share... | 307.10 | +0.30% | 15.34K | -2.84% | 3.72M | 203.82 | 0.19% |
| 48 | SCHG | Schwab U.S. Lar... | 28.60 | +0.21% | 125.27K | +329.95% | 3.49M | 19.29 | 0.18% |
| 49 | DFAC | Dimensional U.S... | 35.19 | -0.18% | 100.64K | +0.02% | 3.48M | 29.35 | 0.18% |
| 50 | CP | Canadian Pacifi... | 77.95 | -1.65% | 47.31K | +0.10% | 3.42M | 80.81 | 0.17% |
| 51 | SPMD | SPDR Portfolio ... | 53.49 | -0.84% | 62.28K | -5.6% | 3.41M | 39.77 | 0.17% |
| 52 | ILCG | iShares Morning... | 94.99 | +0.22% | 37.41K | 0.00% | 3.35M | 48.69 | 0.17% |
| 53 | VGT | Vanguard Inform... | 651.22 | +0.72% | 5.32K | +9.58% | 3.31M | 389.09 | 0.17% |
| 54 | VNQ | Vanguard Real E... | 89.23 | -2.4% | 36.31K | -26.48% | 3.23M | 90.71 | 0.16% |
| 55 | XLP | Consumer Staple... | 80.23 | -1.35% | 39.57K | +1.00% | 3.11M | 75.78 | 0.16% |
| 56 | JEPI | JPMorgan Equity... | 56.34 | -0.42% | 53.53K | +15.17% | 3.08M | 55.83 | 0.15% |
| 57 | BRK-B | Berkshire Hatha... | 486.36 | -1.44% | 6.74K | +2.90% | 3.05M | 289.66 | 0.15% |
| 58 | XLK | Technology Sele... | 249.09 | +0.75% | 12.97K | +19.59% | 3.02M | 201.03 | 0.15% |
| 59 | WMT | Walmart Inc. | 97.28 | -0.73% | 32.9K | -7.85% | 2.97M | 62.15 | 0.15% |
| 60 | GSIE | Goldman Sachs A... | 38.81 | -0.49% | 88.7K | -1.88% | 2.96M | 28.24 | 0.15% |
| 61 | EFA | iShares MSCI EA... | 87.53 | -0.58% | 38.5K | -45.48% | 2.91M | 83.63 | 0.15% |
| 62 | BSV | Vanguard Short-... | 78.53 | -0.02% | 37.23K | -48.4% | 2.88M | 78.51 | 0.14% |
| 63 | SPGI | S&P Global Inc. | 520.89 | -0.4% | 5.76K | +0.38% | 2.87M | 516.55 | 0.14% |
| 64 | DFUS | Dimensional U.S... | 65.80 | -0.08% | 44.78K | +0.07% | 2.85M | 53.69 | 0.14% |
| 65 | BIV | Vanguard Interm... | 76.97 | +0.03% | 36.77K | -44.43% | 2.75M | 78.37 | 0.14% |
| 66 | GOOGL | Alphabet Inc. | 170.64 | +2.32% | 13.47K | +6.96% | 2.55M | 127.5 | 0.13% |
| 67 | GOOG | Alphabet Inc. | 171.71 | +2.37% | 13.13K | +4.97% | 2.5M | 143.47 | 0.13% |
| 68 | XLV | Health Care Sel... | 133.87 | +0.07% | 18K | -61.24% | 2.48M | 146.01 | 0.12% |
| 69 | SCHZ | Schwab U.S. Agg... | 23.13 | -0.06% | 106.71K | +88.78% | 2.42M | 23.04 | 0.12% |
| 70 | IJK | iShares S&P Mid... | 89.33 | -0.67% | 26.5K | -0.72% | 2.41M | 67.02 | 0.12% |
| 71 | OMFL | Invesco Russell... | 56.59 | -0.34% | 43.75K | -3.87% | 2.37M | 41.03 | 0.12% |
| 72 | JQUA | JPMorgan U.S. Q... | 59.12 | -0.59% | 38.72K | -1.44% | 2.22M | 32.52 | 0.11% |
| 73 | VDC | Vanguard Consum... | 218.51 | -1.29% | 10.38K | +0.26% | 2.2M | 197.56 | 0.11% |
| 74 | VBK | Vanguard Small ... | 272.11 | -1.25% | 7.61K | -31.36% | 2.13M | 252.77 | 0.11% |
| 75 | VWO | Vanguard Emergi... | 49.09 | +0.21% | 47.83K | +24.64% | 2.11M | 40.08 | 0.11% |
| 76 | XAR | SPDR S&P Aerosp... | 201.59 | +0.35% | 12.67K | -44.87% | 2.1M | 139.03 | 0.11% |
| 77 | PULS | PGIM Ultra Shor... | 49.73 | +0.02% | 41.91K | +1.32% | 2.08M | 49.47 | 0.10% |
| 78 | SCHV | Schwab U.S. Lar... | 27.23 | -1.25% | 76.49K | +234.75% | 1.99M | 23.32 | 0.10% |
| 79 | BLV | Vanguard Long-T... | 68.86 | -0.19% | 28.47K | -58.2% | 1.95M | 75.17 | 0.10% |
| 80 | NVDA | NVIDIA Corporat... | 154.01 | +4.13% | 14.41K | +17.45% | 1.94M | 91.65 | 0.10% |
| 81 | VTIP | Vanguard Short-... | 50.18 | +0.04% | 39.95K | 0.00% | 1.93M | 47.66 | 0.10% |
| 82 | XLE | Energy Select S... | 84.59 | -0.37% | 22.03K | +3.05% | 1.89M | 94.49 | 0.09% |
| 83 | BOTZ | Global X Roboti... | 31.52 | +0.25% | 58.33K | -60.28% | 1.86M | 30.72 | 0.09% |
| 84 | IDEV | iShares Core MS... | 74.36 | -0.57% | 28.44K | -0.85% | 1.83M | 53.05 | 0.09% |
| 85 | HD | The Home Depot,... | 362.31 | +0.53% | 4.69K | +7.13% | 1.82M | 375.55 | 0.09% |
| 86 | JCPB | JPMorgan Core P... | 46.86 | +0.05% | 39.12K | -5.57% | 1.8M | 45.6 | 0.09% |
| 87 | XOM | Exxon Mobil Cor... | 108.59 | +0.24% | 16.58K | +14.57% | 1.78M | 90.54 | 0.09% |
| 88 | SOXX | iShares Semicon... | 236.91 | +0.77% | 8.26K | -37.62% | 1.78M | 230.61 | 0.09% |
| 89 | USMV | iShares MSCI US... | 92.38 | -0.83% | 19.57K | +0.87% | 1.74M | 70.68 | 0.09% |
| 90 | JPM | JPMorgan Chase ... | 284.09 | +1.01% | 7.19K | +5.03% | 1.72M | 146.13 | 0.09% |
| 91 | GTO | Invesco Total R... | 46.66 | +0.08% | 36.17K | -4.4% | 1.68M | 46.87 | 0.08% |
| 92 | VOOG | Vanguard S&P 50... | 389.03 | +0.14% | 4.47K | -0.6% | 1.64M | 261.34 | 0.08% |
| 93 | PLTR | Palantir Techno... | 142.88 | -0.24% | 21.5K | +0.79% | 1.63M | 24.53 | 0.08% |
| 94 | NFLX | Netflix, Inc. | 1275.12 | -0.31% | 1.8K | +0.39% | 1.6M | 709.98 | 0.08% |
| 95 | JVAL | JPMorgan U.S. V... | 43.44 | -0.56% | 35.85K | -52.08% | 1.55M | 40.67 | 0.08% |
| 96 | QUAL | iShares MSCI US... | 179.27 | -0.19% | 8.69K | -0.79% | 1.55M | 132.87 | 0.08% |
| 97 | IOO | iShares Global ... | 105.75 | +0.40% | 15.04K | -1.74% | 1.52M | 99.16 | 0.08% |
| 98 | EVRG | Evergy, Inc. | 68.23 | -0.8% | 24.37K | +0.87% | 1.5M | 57.49 | 0.08% |
| 99 | IWM | iShares Russell... | 211.94 | -1.18% | 6.69K | -6.13% | 1.48M | 175.61 | 0.07% |
| 100 | OPER | ClearShares Ult... | 100.41 | +0.01% | 14.72K | +12.67% | 1.47M | 100.08 | 0.07% |
| 101 | ACIO | Aptus Collared ... | 40.90 | +0.02% | 36.38K | +100.00% | 1.46M | 40.24 | 0.07% |
| 102 | IMCV | iShares Morning... | 74.86 | -0.76% | 19.11K | +1.95% | 1.42M | 59.58 | 0.07% |
| 103 | IGV | iShares Expande... | 107.74 | -0.29% | 14.04K | -1.64% | 1.41M | 85.74 | 0.07% |
| 104 | SCHX | Schwab U.S. Lar... | 24.02 | -0.44% | 56.66K | +122.42% | 1.31M | 18.08 | 0.07% |
| 105 | DYNF | BlackRock U.S. ... | 53.35 | +0.13% | 24.86K | 0.00% | 1.27M | 37.51 | 0.06% |
| 106 | FEZ | SPDR EURO STOXX... | 58.48 | -0.77% | 25.87K | 0.00% | 1.25M | 30.98 | 0.06% |
| 107 | AVXC | American Centur... | 55.84 | +0.14% | 25.03K | +78.00% | 1.24M | 52.11 | 0.06% |
| 108 | CRWD | CrowdStrike Hol... | 493.61 | +1.70% | 3.59K | -0.66% | 1.23M | 280.47 | 0.06% |
| 109 | IWF | iShares Russell... | 415.18 | +0.29% | 3K | -24.79% | 1.21M | 313.29 | 0.06% |
| 110 | RSP | Invesco S&P 500... | 178.88 | -0.72% | 6.84K | +114.99% | 1.2M | 168.73 | 0.06% |
| 111 | IWV | iShares Russell... | 344.69 | -0.02% | 3.58K | 0.00% | 1.2M | 129.74 | 0.06% |
| 112 | TSEC | Touchstone Secu... | 26.34 | -0.02% | 45.86K | -5.81% | 1.19M | 25.49 | 0.06% |
| 113 | VZ | Verizon Communi... | 42.12 | -1.2% | 28.87K | -1.18% | 1.15M | 43.05 | 0.06% |
| 114 | URTH | iShares MSCI Wo... | 166.09 | -0.19% | 7.38K | -1.44% | 1.15M | 126.57 | 0.06% |
| 115 | OKE | ONEOK, Inc. | 80.26 | -0.37% | 11.36K | +7.14% | 1.14M | 82.97 | 0.06% |
| 116 | SCZ | iShares MSCI EA... | 70.72 | -0.33% | 18.57K | -54.21% | 1.13M | 67.7 | 0.06% |
| 117 | FNCL | Fidelity MSCI F... | 72.45 | -0.36% | 16.08K | 0.00% | 1.1M | 53.55 | 0.06% |
| 118 | SPLG | SPDR Portfolio ... | 71.58 | -0.01% | 16K | +374.30% | 1.1M | 68.64 | 0.06% |
| 119 | VB | Vanguard Small ... | 233.81 | -1% | 4.58K | +0.09% | 1.1M | 222.12 | 0.06% |
| 120 | VBR | Vanguard Small ... | 192.71 | -0.89% | 5.54K | -29.32% | 1.1M | 194.09 | 0.06% |
| 121 | FIXD | First Trust TCW... | 43.86 | -0.05% | 25.37K | +56.67% | 1.09M | 43.43 | 0.05% |
| 122 | CAVA | CAVA Group, Inc... | 73.89 | -0.46% | 8.79K | 0.00% | 991.36K | 95.27 | 0.05% |
| 123 | DRSK | Aptus Defined R... | 28.38 | +0.48% | 35.6K | +100.00% | 976.56K | 27.43 | 0.05% |
| 124 | IWB | iShares Russell... | 333.34 | -0.05% | 3.03K | 0.00% | 976.14K | 122.76 | 0.05% |
| 125 | IJH | iShares Core S&... | 61.02 | -0.82% | 15.49K | +2.64% | 965.18K | 29.43 | 0.05% |
| 126 | LANC | Lancaster Colon... | 169.56 | -1.47% | 5.47K | +0.05% | 946.73K | 176.57 | 0.05% |
| 127 | XLI | Industrial Sele... | 143.78 | -0.88% | 7.01K | +14.92% | 923.5K | 116.76 | 0.05% |
| 128 | VXUS | Vanguard Total ... | 67.92 | -0.32% | 15.54K | -0.59% | 915.94K | 58.42 | 0.05% |
| 129 | FHB | First Hawaiian,... | 24.30 | -0.67% | 34.63K | +2.78% | 898.75K | 20.87 | 0.05% |
| 130 | DVY | iShares Select ... | 130.74 | -1.12% | 6.76K | -1.07% | 888.18K | 70.16 | 0.04% |
| 131 | VCSH | Vanguard Short-... | 79.28 | -0.03% | 11.33K | +16.85% | 883.54K | 77.15 | 0.04% |
| 132 | MO | Altria Group, I... | 58.99 | -1.54% | 16.69K | +3.64% | 872.88K | 46.31 | 0.04% |
| 133 | V | Visa Inc. | 345.83 | -1.65% | 2.74K | +25.58% | 867.36K | 278.33 | 0.04% |
| 134 | META | Meta Platforms,... | 708.40 | -0.53% | 1.48K | +11.13% | 865.53K | 352.13 | 0.04% |
| 135 | AMGN | Amgen Inc. | 280.20 | +0.98% | 3.28K | -6.69% | 854.26K | 313.75 | 0.04% |
| 136 | FHLC | Fidelity MSCI H... | 63.58 | -0.01% | 12.95K | 0.00% | 846.02K | 64.69 | 0.04% |
| 137 | UAUG | Innovator U.S. ... | 36.98 | 0.00% | 23.54K | -8.64% | 835.82K | 29.26 | 0.04% |
| 138 | SPYG | SPDR Portfolio ... | 93.28 | +0.27% | 9.4K | -0.23% | 826.35K | 64.34 | 0.04% |
| 139 | JNJ | Johnson & Johns... | 152.44 | +0.16% | 5.68K | +11.38% | 821.04K | 159.64 | 0.04% |
| 140 | SCHD | Schwab U.S. Div... | 26.22 | -1.95% | 29.98K | +287.31% | 819.1K | 25.89 | 0.04% |
| 141 | BMAY | Innovator S&P 5... | 41.83 | -0.05% | 20.26K | -25.88% | 816.94K | 29.48 | 0.04% |
| 142 | PMAR | Innovator S&P 5... | 41.90 | +0.07% | 20.33K | -0.37% | 816.9K | 36.9 | 0.04% |
| 143 | STAG | STAG Industrial... | 35.54 | -3.4% | 23.9K | -60.45% | 808.3K | 37.64 | 0.04% |
| 144 | RGLD | Royal Gold, Inc... | 176.66 | -0.83% | 6K | 0.00% | 791.1K | 120.96 | 0.04% |
| 145 | PG | The Procter & G... | 159.05 | -0.82% | 4.7K | +1.38% | 788.64K | 132.59 | 0.04% |
| 146 | SCHM | Schwab U.S. Mid... | 27.55 | -1.27% | 28.21K | +211.83% | 781.72K | 23.64 | 0.04% |
| 147 | IBM | International B... | 291.21 | -0.88% | 3.52K | +25.72% | 772.75K | 220.82 | 0.04% |
| 148 | LRGF | iShares U.S. Eq... | 62.80 | -0.18% | 12.61K | +40.18% | 760.93K | 42.13 | 0.04% |
| 149 | PAUG | Innovator U.S. ... | 40.03 | +0.01% | 19.73K | +0.18% | 759.61K | 31.06 | 0.04% |
| 150 | KO | The Coca-Cola C... | 69.67 | -0.76% | 12.03K | +0.40% | 749.24K | 71.82 | 0.04% |