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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 151 | $722,448 | 12,339 | 0.00 | 0.00 | 83 | 0.68 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 152 | $717,866 | 4,424 | 0.00 | 0.00 | 725 | 19.60 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 153 | $680,623 | 10,272 | 0.00 | 0.00 | -896 | -8.02 | 03-31-2024 |
| VANGUARD WORLD FDS | CONSUM DIS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -65 | -2.52 | 03-31-2024 |
