• 13F History

Retirement Planning Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$2.13B
Signature - Title
Alexis Barling - Chief Compliance Officer
Location
Leawood, KS
Summary
This page shows a list of all the recent 13F filings made by Retirement Planning Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Retirement Planning Group, LLC reported 296 stock holdings with total value $2.13B as of Q1 2025. Top holdings included VOO, QGRW, DIVI, FSMD, and PYLD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 296 $2.13B +$720M -$557M +$163M VOO, QGRW, DIVI, FSMD, PYLD 13F-HR 4/10/2025, 05:03 PM
Q4 2024 277 $1.99B +$359M -$90.6M +$269M SPGP, DIVO, VIG, SCHB, GSLC 13F-HR 2/18/2025, 11:43 AM
Q3 2024 264 $1.84B +$275M -$95.7M +$179M VIG, DIVO, SPGP, SCHB, GSLC 13F-HR 10/10/2024, 05:20 PM
Q2 2024 231 $1.57B +$339M -$83.3M +$255M SPGP, VIG, DIVO, SCHB, GSLC 13F-HR 7/12/2024, 02:07 PM
Q1 2024 213 $1.31B +$138M -$19.5M +$119M SPGP, SCHB, VIG, DIVO, GSLC 13F-HR 4/12/2024, 02:16 PM
Q4 2023 184 $1.12B +$122M -$35.4M +$86.7M SPGP, SCHB, VIG, DIVO, GSLC 13F-HR 1/12/2024, 08:33 PM
Q3 2023 158 $942M +$103M -$117M -$14M SPGP, SCHB, VIG, DIVO, GSLC 13F-HR 10/24/2023, 09:30 PM
Q2 2023 161 $1B +$41.4M -$6.45M +$34.9M SCHB, CDC, SPGP, VIG, GSLC 13F-HR 7/24/2023, 01:47 PM
Q1 2023 147 $939M +$46.1M -$13.8M +$32.3M CDC, SCHB, VIG, SPGP, GSLC 13F-HR 4/19/2023, 08:11 PM
Q4 2022 133 $875M +$171M -$133M +$37.9M CDC, SCHB, VIG, SPGP, GSLC 13F-HR 1/18/2023, 04:43 PM
Q3 2022 125 $794M +$60.2M -$15.5M +$44.7M CDC, SCHB, VIG, SCHG, GSLC 13F-HR 10/13/2022, 08:15 PM
Q2 2022 110 $810M +$94.7M -$37.9M +$56.7M CDC, VIG, SCHB, SCHG, GSLC 13F-HR 7/13/2022, 01:38 PM
Q1 2022 108 $915M +$392M -$381M +$11.6M SCHB, VIG, CDC, SCHG, GSLC 13F-HR 4/18/2022, 08:10 PM
Q4 2021 108 $1.03B +$103M -$1.96M +$101M SCHB, XT, VOO, GSLC, DYNF 13F-HR 1/19/2022, 08:35 PM
Q3 2021 87 $880M +$33.4M -$16.3M +$17.1M SCHB, XT, VOO, GSLC, BND 13F-HR 10/18/2021, 11:44 AM
Q2 2021 85 $871M +$104M -$2.55M +$101M SCHB, XT, VOO, GSLC, BND 13F-HR 7/19/2021, 10:55 AM
Q1 2021 61 $726M +$15.7M -$7.54M +$8.18M SCHB, XT, VOO, GSLC, BND 13F-HR 4/26/2021, 11:21 AM
Q4 2020 62 $690M +$14.4M -$9.14M +$5.22M SCHB, XT, VOO, GSLC, BND 13F-HR 1/27/2021, 02:35 PM
Q3 2020 56 $611M +$117M -$78.4M +$38.7M SCHB, XT, VOO, GSLC, BND 13F-HR 10/15/2020, 09:26 AM
Q2 2020 57 $543M +$175M -$103M +$71.5M SCHB, VOO, XT, GSLC, VIG 13F-HR 8/6/2020, 03:43 PM
Q1 2020 56 $417M +$44.2M -$27.4M +$16.8M SCHB, BNDW, ICSH, JMIN, VIG 13F-HR 5/5/2020, 08:43 AM
Q4 2019 74 $501M +$53.6M -$43M +$10.7M SCHB, JMIN, BNDW, ICSH, VIG 13F-HR 1/29/2020, 02:55 PM
Q3 2019 69 $472M +$102M -$74M +$28.5M SCHB, BNDW, JMIN, ICSH, VIG 13F-HR 10/24/2019, 08:31 PM
Q2 2019 65 $441M +$17.2M -$1.49M +$15.7M SCHB, BNDW, ICSH, SCHF, VIG 13F-HR 7/25/2019, 04:27 PM
Q1 2019 66 $414M +$24M -$17.3M +$6.63M SCHB, BNDW, ICSH, SCHF, VIG 13F-HR 5/6/2019, 04:23 PM
Q4 2018 66 $374M +$126M -$100M +$25.8M SCHB, ICSH, BNDW, SCHF, VIG 13F-HR 2/6/2019, 04:23 PM
Q3 2018 55 $388M +$7.82M -$2.15M +$5.67M SCHB, BND, VIG, SCHF, BSV 13F-HR 11/7/2018, 02:04 PM
Q2 2018 54 $371M +$32.8M -$29.3M +$3.41M SCHB, BND, SCHF, VIG, BSV 13F-HR 8/7/2018, 12:28 PM
Q1 2018 55 $369M +$10.2M -$3.44M +$6.81M SCHB, BND, SCHF, VIG, FNDB 13F-HR 5/7/2018, 10:10 AM
Q4 2017 52 $366M +$7.71M -$3.43M +$4.28M SCHB, BND, SCHF, VIG, BSV 13F-HR 1/31/2018, 10:14 AM
Q3 2017 47 $350M +$12M -$3.96M +$8.01M SCHB, BND, SCHF, VIG, BSV 13F-HR 10/16/2017, 02:17 PM
Q2 2017 49 $333M +$65.6M -$68.1M -$2.45M SCHB, BND, SCHF, VIG, BSV 13F-HR 7/31/2017, 10:22 AM
Q1 2017 52 $329M +$6.16M -$1.17M +$4.99M SCHB, VIG, BSV, IDV, BND 13F-HR 4/27/2017, 02:52 PM
Q4 2016 52 $313M +$16.5M -$12.2M +$4.3M SCHB, BSV, VIG, IDV, BND 13F-HR 1/30/2017, 01:32 PM
Q3 2016 52 $309M +$18.5M -$10.7M +$7.85M SCHB, BSV, VIG, BND, IDV 13F-HR 11/3/2016, 07:05 PM
Q2 2016 56 $295M +$9.87M -$994K +$8.88M SCHB, BSV, VIG, BND, IDV 13F-HR 8/3/2016, 08:34 AM
Q1 2016 56 $282M +$10.3M -$4.42M +$5.91M SCHB, BSV, VIG, IDV, BND 13F-HR 5/13/2016, 05:37 PM
Q4 2015 54 $271M +$72.2M -$31.8M +$40.4M SCHB, BSV, VIG, IDV, BND 13F-HR 2/8/2016, 10:42 AM
Q3 2015 54 $228M +$10.4M -$8.17M +$2.26M SCHB, BSV, IDV, VIG, EDIV 13F-HR 11/12/2015, 09:16 AM
Q2 2015 59 $245M +$8.52M -$11.3M -$2.8M SCHB, BSV, IDV, VIG, EDIV 13F-HR 8/7/2015, 11:34 AM
Q1 2015 62 $251M +$10.8M -$84.1M -$73.3M SCHB, BSV, IDV, VIG, EDIV 13F-HR 5/13/2015, 03:36 PM
Q4 2014 67 $324M +$24.6M -$19.8M +$4.81M SCHB, BSV, VCSH, VEA, IDV 13F-HR 2/24/2015, 03:01 PM
Q3 2014 64 $320M +$9.25M -$5.72M +$3.53M SCHB, BSV, VCSH, VEA, IDV 13F-HR 10/21/2014, 11:43 AM
Q2 2014 66 $330M +$26.4M -$2.23M +$24.2M SCHB, BSV, VCSH, IDV, VEA 13F-HR 7/30/2014, 05:20 PM
Q1 2014 67 $310M +$47.5M -$19M +$28.5M SCHB, VCSH, BSV, IDV, VEA 13F-HR 7/30/2014, 12:04 PM
Q4 2013 73 $280M SCHB, VCSH, VEA, VWO, BSV 13F-HR 1/30/2014, 10:55 AM