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| Name: |
RETIREMENT PLANNING GROUP |
| City: |
OVERLAND PARK |
| State: |
KS |
| Zip: |
66213 |
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data |
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| Holdings
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34 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
QQQ |
Invesco QQQ Trust Series I |
17 |
New |
$421.52 |
$13,459,000 |
30,313 |
1.03% |
13,459,000 |
30,313 |
0.006 |
Closed - End Fund - Debt |
|
|
ITE |
Spdr Brcly Cap Intrmd Trm |
21 |
New |
$27.52 |
$9,348,000 |
331,708 |
0.72% |
9,348,000 |
331,708 |
0.034 |
Closed - End Fund - E... |
|
|
VGSH |
Vanguard Scottsdale Funds |
27 |
New |
$57.55 |
$6,988,000 |
120,344 |
0.54% |
6,988,000 |
120,344 |
0.013 |
Closed - End Fund - Debt |
|
|
PULS |
Pgim Ultra Short Bond Etf |
42 |
New |
$49.62 |
$3,562,000 |
71,669 |
0.27% |
3,562,000 |
71,669 |
0.018 |
N/A |
|
|
XLP |
SPDR Consmr Stpls Sector |
46 |
New |
$75.02 |
$3,043,000 |
39,845 |
0.23% |
3,043,000 |
39,845 |
0.002 |
Closed - End Fund - E... |
|
|
SOXX |
iShares S&P GSTI Semiconductor |
52 |
New |
$206.76 |
$2,726,000 |
12,068 |
0.21% |
2,726,000 |
12,068 |
0.101 |
Closed - End Fund - E... |
|
|
STAG |
Stag Industrial, Inc. |
57 |
New |
$34.81 |
$2,548,000 |
66,290 |
0.2% |
2,548,000 |
66,290 |
0.038 |
REIT - Industrial |
|
|
XLE |
SPDR Energy Sector |
66 |
New |
$92.03 |
$2,002,000 |
21,205 |
0.15% |
2,002,000 |
21,205 |
0.001 |
Closed - End Fund - E... |
|
|
CSHI |
Neos Enhanced Income Cash A... |
67 |
New |
$0.00 |
$1,992,000 |
39,998 |
0.15% |
1,992,000 |
39,998 |
0.444 |
N/A |
|
|
BMN |
Blackrock 2037 Municipal Ta... |
70 |
New |
$0.00 |
$1,770,000 |
73,404 |
0.14% |
1,770,000 |
73,404 |
0.816 |
N/A |
|
|
TSN |
Tyson Foods Inc |
93 |
New |
$60.29 |
$1,044,000 |
17,750 |
0.08% |
1,044,000 |
17,750 |
0.006 |
Meat Products |
|
|
VZ |
Verizon Communications Inc |
98 |
New |
$39.20 |
$987,000 |
23,717 |
0.08% |
987,000 |
23,717 |
0.001 |
Telecom Services - Do... |
|
|
IGV |
iShares S&P GSTI Software I... |
110 |
New |
$0.00 |
$869,000 |
10,188 |
0.07% |
869,000 |
10,188 |
0.063 |
Closed - End Fund - E... |
|
|
PMAR |
Innovator S&p 500 Power Buf... |
118 |
New |
$0.00 |
$728,000 |
19,774 |
0.06% |
728,000 |
19,774 |
0.044 |
N/A |
|
|
DSKE |
Daseke Inc |
134 |
New |
$8.29 |
$520,000 |
62,700 |
0.04% |
520,000 |
62,700 |
0.096 |
N/A |
|
|
PLTR |
Palantir Technologies Inc |
147 |
New |
$22.12 |
$441,000 |
19,162 |
0.03% |
441,000 |
19,162 |
0 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
148 |
New |
$75.84 |
$427,000 |
5,574 |
0.03% |
427,000 |
5,574 |
0.001 |
Closed - End Fund - E... |
|
|
WCBR |
Wisdomtree Cybersecurity Fund |
150 |
New |
$0.00 |
$406,000 |
15,841 |
0.03% |
406,000 |
15,841 |
0.176 |
N/A |
|
|
SO |
Southern Co |
157 |
New |
$74.52 |
$358,000 |
4,986 |
0.03% |
358,000 |
4,986 |
0 |
Electric Utilities |
|
|
UMAR |
Innovator S&p 500 Ultra Buf... |
161 |
New |
$0.00 |
$336,000 |
10,275 |
0.03% |
336,000 |
10,275 |
0.114 |
N/A |
|
|
AVGO |
Broadcom Limited |
171 |
New |
$1,242.86 |
$313,000 |
236 |
0.02% |
313,000 |
236 |
0 |
Semiconductor- Broad... |
|
|
BIV |
Vanguard Intermediate-Term ... |
176 |
New |
$73.32 |
$292,000 |
3,878 |
0.02% |
292,000 |
3,878 |
0.002 |
Closed - End Fund - Debt |
|
|
VWOB |
Vanguard Emerging Markets G... |
180 |
New |
$62.09 |
$278,000 |
4,360 |
0.02% |
278,000 |
4,360 |
0.009 |
N/A |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
186 |
New |
$148.74 |
$273,000 |
1,750 |
0.02% |
273,000 |
1,750 |
0.002 |
Closed - End Fund - E... |
|
|
VCIT |
Vanguard Intermediate-Term |
190 |
New |
$78.35 |
$258,000 |
3,210 |
0.02% |
258,000 |
3,210 |
0 |
Closed - End Fund - Debt |
|
|
IYF |
iShares Dow Jones US Financ... |
196 |
New |
$91.67 |
$247,000 |
2,581 |
0.02% |
247,000 |
2,581 |
0.004 |
Closed - End Fund - E... |
|
|
WM |
Waste Management Inc |
198 |
New |
$206.76 |
$235,000 |
1,102 |
0.02% |
235,000 |
1,102 |
0 |
Waste Management |
|
|
BAC |
Bank of America Corp |
203 |
New |
$36.95 |
$225,000 |
5,931 |
0.02% |
225,000 |
5,931 |
0 |
Domestic Money Center... |
|
|
V |
Visa Inc |
204 |
New |
$267.32 |
$223,000 |
799 |
0.02% |
223,000 |
799 |
0 |
Business Services |
|
|
IWP |
iShares Tr Russell MidCap Gr |
205 |
New |
$107.46 |
$212,000 |
1,857 |
0.02% |
212,000 |
1,857 |
0 |
Closed - End Fund - E... |
|
|
PEP |
Pepsico Inc |
207 |
New |
$175.15 |
$208,000 |
1,189 |
0.02% |
208,000 |
1,189 |
0 |
Beverage Soft Drinks... |
|
|
CSX |
CSX Corp |
208 |
New |
$33.20 |
$206,000 |
5,550 |
0.02% |
206,000 |
5,550 |
0 |
Railroads |
|
|
GWW |
WW Grainger Inc |
210 |
New |
$920.30 |
$203,000 |
200 |
0.02% |
203,000 |
200 |
0 |
Electronics Wholesale |
|
|
BILS |
Spdr Bloomberg Barclays 312... |
211 |
New |
$0.00 |
$201,000 |
2,020 |
0.02% |
201,000 |
2,020 |
0.002 |
N/A |
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