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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | 101 | $1,237,235 | 14,803 | 0.00 | 0.00 | -11,795 | -44.35 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 102 | $1,226,081 | 20,333 | 0.00 | 0.00 | 14,944 | 277.31 | 03-31-2024 |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | 103 | $1,193,328 | 11,916 | 0.00 | 11,916 | +Inf | 03-31-2024 | |
| EVERGY INC | COM | 104 | $1,160,833 | 21,747 | 0.00 | 0.00 | -485 | -2.18 | 03-31-2024 |
