Retirement Planning Group, LLC Q3 2023 13F Top Portfolio Holdings

Retirement Planning Group, LLC Q3 2023 13F Top Portfolio Holdings

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Retirement Planning Group, LLC reported 158 holdings with total value $942 M as of Q3 2023. Top holdings included SPGP, SCHB, VIG, DIVO, and GSLC. Retirement Planning Group, LLC ... 9/30/2023 Value ($000) $941,887 Num holdings 158 Date filed 10/24/2023 Form type 13F-HR …

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Retirement Planning Group, LLC - 13F

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Retirement Planning Group, LLC reported 264 holdings with total value $1.84 B as of Q3 2024. Top holdings included VIG, DIVO, SPGP, SCHB, and GSLC. ... 13F-HR 4/19/2023: 000108514623001773: Q4 2022: 133: 875,462: CDC, SCHB, VIG, SPGP

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RETIREMENT PLANNING GROUP, LLC Top 13F Holdings

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Retirement Planning Group is based out of Leawood. Retirement Planning Group is a large advisory firm with 2880 clients and discretionary assets under management (AUM) of $2,602,940,189 (Form ADV from 2024-10-25). Their last reported 13F filing for Q3 2024 …

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$1.84Billion Retirement Planning Group, LLC Q3 2024 13F …

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Retirement Planning Group, LLC reported 264 stock holdings with total value $1.84B as of Q3 2024. Top holdings included VIG, DIVO, SPGP, SCHB, and GSLC. Open main menu. PortfolioSavvy Stocks. Browse by product line ... Retirement Planning Group, LLC Q3 2024 …

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Retirement Planning Group, LLC Q3 2024 13F Top Portfolio Holdings

2 weeks from now

Retirement Planning Group, LLC reported 264 holdings with total value $1.84 B as of Q3 2024. Top holdings included VIG, DIVO, SPGP, SCHB, and GSLC. Retirement Planning Group, LLC ... 9/30/2024 Value ($000) $1,835,556 Num holdings 264 Date filed 10/10/2024 Form type 13F …

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Retirement Planning Group, LLC Q2 2023 13F Top Portfolio Holdings

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Retirement Planning Group, LLC reported 161 holdings with total value $1.00 B as of Q2 2023. Top holdings included SCHB, CDC, SPGP, VIG, and GSLC. Retirement Planning Group, LLC ... 6/30/2023 Value ($000) $1,001,766 Num holdings 161 Date filed 7/24/2023 Form type 13F-HR …

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Retirement Planning Group, LLC Q4 2023 13F Top Portfolio Holdings

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Retirement Planning Group, LLC top investments as of Q4 2023 based on public SEC filings. ... Q4 2023 13F Holdings Location Leawood, KS Holdings as of 12/31/2023 Value ($000) $1,116,821 Num holdings 184 Date filed 1/16/2024 Form type 13F-HR Prev filing 10/24/2023. …

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Retirement Planning Group, LLC Q1 2024 13F Top Portfolio Holdings

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Retirement Planning Group, LLC reported 213 holdings with total value $1.31 B as of Q1 2024. Top holdings included SPGP, SCHB, VIG, DIVO, and GSLC. Retirement Planning Group, LLC Q1 2024 13F Holdings ... 3/31/2024 Value ($000) $1,305,567 Num holdings 213 Date filed …

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