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 | MORNINGSTAR GRWT | 51 | $3,820,571 | 50,617 | 0.00 | 0.00 | -3,582 | -6.61 | 03-31-2024 |
| PGIM ETF TR | PGIM ULTRA SH BD | 52 | $3,561,931 | 71,669 | 0.00 | 71,669 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 53 | $3,374,481 | 39,020 | 0.00 | 0.00 | 32,037 | 458.79 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 54 | $3,328,305 | 13,321 | 0.00 | 0.00 | 10,908 | 452.05 | 03-31-2024 |
