Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT PLANNING GROUP LLC | 04-12-2024 | 03-31-2024 | 213 | 1,305,567,342 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 1 | $130,469,364 | 1,225,179 | 0.01 | 0.01 | 20,192 | 1.68 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 2 | $126,743,204 | 2,076,056 | 0.01 | 0.01 | -87,493 | -4.04 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $121,746,345 | 666,701 | 0.01 | 0.01 | 924 | 0.14 | 03-31-2024 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 4 | $116,626,085 | 2,999,642 | 0.01 | 0.01 | 609,750 | 25.51 | 03-31-2024 |
