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  Name: RETIREMENT PLANNING GROUP
  City: OVERLAND PARK
  State: KS
  Zip: 66213
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,305,565,000
  Total Value Change : $188,742,000
  Securities Held Change : 29
   
All Securities Held : 213
  New Positions : 34
  Closed Positions : 6
  Increased Positions : 90
  Unchanged Positions : 41
  Decreased Positions : 48

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 212 Closed $136.47 $0 0 0% -455,000 -3,743 0    Paper & Paper Products
   (RYH)1 Year Chart         RYH Invesco S&P 500 Equal Wt Hl... 217 Closed $29.85 $0 0 0% -211,000 -7,097 0    Closed - End Fund - E...
   (VTES)1 Year Chart         VTES Vanguard Short-term Tax-exe... 216 Closed $0.00 $0 0 0% -200,000 -1,977 0    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc 215 Closed $80.89 $0 0 0% -301,000 -3,653 0    Medical Appliances & ...
   (UMAY)1 Year Chart         UMAY Innovator S&p 500 Ultra Buf... 214 Closed $0.00 $0 0 0% -262,000 -8,910 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 213 Closed $179.99 $0 0 0% -239,000 -960 0    Auto Manufacturers

      6 Records Found
  1    
Page 1 of 1
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