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 |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN TEMPLETON ETF TR | FTSE CANADA | 201 | $385,232 | 11,105 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | BLACKROCK ULTRA | 202 | $384,508 | 7,605 | 0.00 | 0.00 | -2,825 | -27.09 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 203 | $382,330 | 3,460 | 0.00 | 3,460 | +Inf | 03-31-2024 | |
| FRANKLIN TEMPLETON ETF TR | FRANKLN SWZLND | 204 | $361,832 | 11,017 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
