Retirement Planning Group, LLC / Ny
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $15.09M | 8.2% |
| INVESCO QQQ TR | $13.22M | 7.2% |
| INVESCO EXCH TRADED FD TR II | $11.03M | 6.0% |
| SCHWAB STRATEGIC TR | $7.58M | 4.1% |
| COLUMBIA ETF TR I | $7.43M | 4.0% |
| INVESCO EXCH TRADED FD TR II | $7.18M | 3.9% |
| GLOBAL X FDS | $7.11M | 3.9% |
| J P MORGAN EXCHANGE TRADED F | $6.53M | 3.6% |
| Apple Inc. | $6.27M | 3.4% |
| LEGG MASON ETF INVT | $5.52M | 3.0% |
| GLOBAL X FDS | $5.08M | 2.8% |
| GENERAL ELECTRIC CO | $4.28M | 2.3% |
| Nuveen Core Equity Alpha FundJCE | $4.18M | 2.3% |
| ALPS ETF TR | $4.12M | 2.2% |
| SELECT SECTOR SPDR TR | $4.11M | 2.2% |
| SELECT SECTOR SPDR TR | $4.10M | 2.2% |
| NVIDIA Corp | $3.80M | 2.1% |
| GE Vernova Inc. | $3.53M | 1.9% |
| COLUMBIA ETF TR I | $3.47M | 1.9% |
| ISHARES TR | $2.79M | 1.5% |
| PIMCO Dynamic Income FundPDI | $2.68M | 1.5% |
| VANGUARD SCOTTSDALE FDS | $2.53M | 1.4% |
| ISHARES TR | $2.50M | 1.4% |
| INVESCO EXCHANGE TRADED FD T | $1.85M | 1.0% |
| iShares MSCI UAE ETF | $1.83M | 1.0% |
| EXXON MOBIL CORP | $1.64M | 0.9% |
| ISHARES TR | $1.60M | 0.9% |
| VANGUARD INDEX FDS | $1.55M | 0.8% |
| VANECK ETF TRUST | $1.46M | 0.8% |
| INVESCO EXCH TRD SLF IDX FD | $1.31M | 0.7% |
| MICROSOFT CORP | $1.23M | 0.7% |
| HOME DEPOT, INC. | $1.20M | 0.7% |
| VANGUARD INDEX FDS | $1.16M | 0.6% |
| SCHWAB STRATEGIC TR | $1.05M | 0.6% |
| Marvell Technology, Inc. | $1.04M | 0.6% |
| AbbVie Inc. | $1.03M | 0.6% |
| STATE STR SPDR S&P 500 ETF T | $998.4K | 0.5% |
| LAM RESEARCH CORP | $964.9K | 0.5% |
| ELI LILLY & Co | $958.1K | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $892.0K | 0.5% |
| FIDELITY COVINGTON TRUST | $871.7K | 0.5% |
| Amazon.com Inc | $843.7K | 0.5% |
| COLUMBIA ETF TR II | $800.3K | 0.4% |
| SCHWAB STRATEGIC TR | $789.6K | 0.4% |
| JPMORGAN CHASE & CO | $780.8K | 0.4% |
| ISHARES INC | $780.2K | 0.4% |
| MICRON TECHNOLOGY INC | $700.9K | 0.4% |
| Walmart Inc. | $691.8K | 0.4% |
| INVESCO EXCH TRADED FD TR II | $686.1K | 0.4% |
| VERIZON COMMUNICATIONS INC | $633.7K | 0.3% |