Retirement Planning Group, LLC

$3.2B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1508195 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 481
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 89
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 29

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$33.3M	−30,029	$325M	$292M	518,743	488,714
position key `pos:10199` · issuer key `iss:1983` US QUALITY GROW	ADD	−$15.8M	+116,663	$247M	$231M	4,214,209	4,330,872
position key `sid:sec:prov:2d4cd4eb432766edd2da32dc2985f66c` · issuer key `cusip6:316092` SML MID MLTFCT	ADD	+$53.6M	+1,144,782	$177M	$231M	4,020,613	5,165,395
position key `sid:sec:prov:51db1735911889bbf945c7ccae9bfc61` · issuer key `cusip6:35473P` INTL COR DIV TIL	ADD	+$32.3M	+695,595	$193M	$225M	4,964,122	5,659,717
position key `sid:sec:prov:472af252cda1e0f13d5ff2184a64a0e5` · issuer key `cusip6:72201R` MULTISECTOR BD	ADD	+$15.5M	+695,457	$154M	$169M	5,768,470	6,463,927
position key `sid:sec:prov:58f5d358b54a5c43cccdabcb3ec42bf5` · issuer key `cusip6:92647X` CORE PLUS BD ETF	ADD	+$17.2M	+853,671	$143M	$160M	6,504,886	7,358,557
position key `sid:sec:prov:234a72b699c11dc6fd904477c68d6063` · issuer key `cusip6:032108` CWP ENHANCED DIV	ADD	+$13.9M	+287,226	$129M	$143M	2,893,478	3,180,704
position key `sid:sec:prov:06dea6e0296cb829fe7369623cd6dcec` · issuer key `cusip6:316092` HIGH DIVID ETF	ADD	+$8.7M	+217,772	$131M	$140M	2,314,770	2,532,542
position key `sid:sec:prov:1e01434a79f0cf5be7300e9901239b92` · issuer key `cusip6:02072L` FREEDOM 100 EM	ADD	+$15.5M	+133,481	$124M	$139M	2,416,148	2,549,629
position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188` TOTAL BD ETF	ADD	+$15.1M	+353,665	$115M	$130M	2,490,208	2,843,873
position key `sid:sec:prov:fdf342297b798c8ee80465f9a614626e` · issuer key `cusip6:26923G` VIRTUS NEWFLEET	ADD	+$11.3M	+544,748	$90.4M	$102M	3,922,543	4,467,291
position key `sid:sec:prov:0a61a0c5f31273add7aec6cb8f60a7b5` · issuer key `cusip6:78433H` NEOS ENHCD INME	ADD	+$11.6M	+259,779	$83.4M	$95.0M	1,752,661	2,012,440
position key `sid:sec:prov:5c0159d8e365eac662fab857eba96ecb` · issuer key `cusip6:92206C` SHORT TERM TREAS	TRIM	−$13.3M	−222,774	$70.6M	$57.3M	1,201,892	979,118
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$7.3M	+612	$43.2M	$50.5M	50,095	50,707
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$8.1M	−18,964	$49.0M	$41.0M	180,423	161,459
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$3.0M	−1,747	$39.8M	$36.8M	58,397	56,650
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$4.4M	−1,517	$36.1M	$31.7M	74,036	72,519
position key `pos:15909` · issuer key `iss:1633` US BRD MKT ETF	TRIM	−$3.7M	−94,700	$31.0M	$27.3M	1,180,968	1,086,268
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	ADD	+$1.8M	+6,193	$21.9M	$23.7M	114,761	120,954
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	TRIM	−$3.5M	−3,458	$25.3M	$21.8M	41,247	37,789
position key `sid:sec:prov:4456092e4565d0c1b63257b7604e4b87` · issuer key `cusip6:31423L` HERMES TOTAL RET	TRIM	−$3.7M	−136,131	$25.1M	$21.5M	989,679	853,548
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$3.2M	−12,274	$24.2M	$21.0M	110,135	97,861
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$8.2M	−4,105	$28.6M	$20.4M	59,115	55,010
position key `pos:10680` · issuer key `iss:1981` US TOTAL DIVIDND	TRIM	−$617K	−11,373	$21.0M	$20.3M	246,988	235,615
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	TRIM	−$1.0M	−10,804	$21.3M	$20.3M	212,032	201,228
position key `sid:sec:prov:7e3935dc1f8b30677f3ae168aaf27ee0` · issuer key `cusip6:381430` ACTIVEBETA US LG	TRIM	−$3.6M	−18,836	$23.4M	$19.7M	176,631	157,795
position key `pos:12962` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$301K	−3,998	$18.4M	$18.1M	324,003	320,005
position key `sid:sec:prov:5892083dd5422cc02647a9cefd0e22d9` · issuer key `cusip6:46434V` MSCI INTL QUALTY	TRIM	−$1.9M	−47,726	$17.6M	$15.7M	387,131	339,405
position key `sid:sec:prov:b325a9b51183f0cecb9f0341bacf624a` · issuer key `cusip6:78433H` NEOS ENH INC 1-3	ADD	+$2.2M	+43,113	$12.2M	$14.3M	244,960	288,073
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$588K	−7,663	$13.3M	$13.9M	119,670	112,007
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$1.4M	+12,438	$11.9M	$13.4M	51,667	64,105
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	ADD	−$525K	+499	$11.7M	$11.2M	15,571	16,070
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$1.6M	−4,535	$12.4M	$10.8M	66,579	62,044
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	ADD	+$3.7M	+151,904	$7.0M	$10.7M	215,333	367,237
position key `pos:17423` · issuer key `iss:1982` US QTLY DIV GRT	TRIM	−$236K	−583	$10.4M	$10.2M	116,319	115,736
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	−$381K	+195	$10.3M	$9.9M	30,688	30,883
position key `pos:10334` · issuer key `iss:1000` S&P 500 GARP ETF	TRIM	−$3.5M	−26,125	$13.3M	$9.8M	116,741	90,616
position key `pos:12477` · issuer key `cusip6:81369Y` STATE STREET CON	TRIM	+$143K	−4,723	$9.6M	$9.7M	123,182	118,459
position key `sid:sec:prov:b756308e20bbc5d3a8c6778c6fad5fb1` · issuer key `cusip6:89157W` SECURITIZED INCO	ADD	+$7.4M	+288,144	$2.1M	$9.5M	78,440	366,584
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$1.5M	+1,903	$7.5M	$8.9M	18,885	20,788
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	TRIM	+$16.7K	−2,973	$8.0M	$8.1M	128,702	125,729
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$231K	+889	$7.6M	$7.8M	11,053	11,942
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	TRIM	−$1.2M	−4,421	$8.8M	$7.6M	71,675	67,254
position key `sid:sec:prov:8ffd8920e6e0488aef7958c82490aaf2` · issuer key `cusip6:69374H` US CASH COWS 100	ADD	+$784K	+8,285	$6.7M	$7.5M	110,954	119,239
position key `pos:12476` · issuer key `iss:1633` INTL EQTY ETF	TRIM	+$53.5K	−6,281	$7.1M	$7.1M	294,231	287,950
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	TRIM	−$1.1M	−13,791	$7.9M	$6.8M	106,597	92,806
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$2.5M	+4,389	$4.3M	$6.8M	35,625	40,014
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	TRIM	−$516K	−1,972	$6.9M	$6.4M	33,226	31,254
position key `sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cd` · issuer key `cusip6:921937` INTERMED TERM	ADD	+$97.0K	+1,979	$6.2M	$6.3M	79,628	81,607
position key `pos:15812` · issuer key `iss:835` MUNI INCOME ETF	ADD	+$1.7M	+33,582	$4.5M	$6.2M	88,591	122,173
position key `pos:11804` · issuer key `cusip6:46138E` RAFI DVLPD MRKTS	ADD	+$817K	+6,677	$5.3M	$6.1M	80,406	87,083
position key `sid:sec:prov:61bfb3b19c3e27ffaf9488fc9231159c` · issuer key `cusip6:69374H` TRENDP US LAR CP	ADD	+$5.7M	+109,137	$368K	$6.1M	6,629	115,766
position key `sid:sec:prov:88cde289eea317fd1ce748f7b69ce026` · issuer key `cusip6:46641Q` MUNICIPAL ETF	ADD	+$1.8M	+36,303	$4.2M	$5.9M	82,660	118,963
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	+$421K	+1,664	$5.4M	$5.9M	18,743	20,407
position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A` HEALTH CAR ETF	ADD	+$4.4M	+16,335	$1.3M	$5.7M	4,433	20,768
position key `pos:13453` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$168K	−4,614	$5.8M	$5.6M	201,094	196,480
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$459K	+218	$6.1M	$5.6M	19,358	19,576
position key `pos:17173` · issuer key `iss:1138` COM	TRIM	+$991K	−225	$4.5M	$5.5M	9,332	9,107
position key `sid:sec:prov:067fdb2f74f79fc28d1072b78e62a0fd` · issuer key `cusip6:72201R` ACTIVE BD ETF	ADD	+$3.8M	+41,516	$1.7M	$5.5M	18,036	59,552
position key `pos:12365` · issuer key `iss:1016` MSCI EMRG CHN	TRIM	+$119K	−4,011	$5.3M	$5.4M	72,646	68,635
position key `sid:sec:prov:b8259176fe8dd736ae813904f6ac9534` · issuer key `cusip6:92647N` USAA MSCI USA SM	TRIM	−$69.8K	−2,858	$5.4M	$5.4M	59,539	56,681
position key `sid:sec:prov:c8e45de6b263686115eaf9d9b99abe85` · issuer key `cusip6:92204A` COMM SRVC ETF	ADD	−$48.1K	+1,843	$5.3M	$5.3M	27,525	29,368
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$857K	+395	$4.2M	$5.1M	20,272	20,667
position key `pos:15198` · issuer key `iss:1445` COM	TRIM	+$82.4K	−396	$4.8M	$4.9M	29,928	29,532
position key `sid:sec:prov:88df430380a5cdab155538348ec53123` · issuer key `cusip6:33740F` SMITH OPPORT FXD	ADD	+$407K	+10,953	$4.3M	$4.7M	96,135	107,088
position key `sid:sec:prov:3ad654b36e8a33269a1957be6a1e928c` · issuer key `cusip6:45782C` US EQTY BUFR MAR	TRIM	−$72.2K	−423	$4.7M	$4.7M	89,244	88,821
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$1.8M	−4,442	$6.4M	$4.6M	20,460	16,018
position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y` STATE STREET CON	TRIM	−$703K	−2,196	$5.3M	$4.6M	44,415	42,219
position key `sid:sec:prov:519902191eab5520c75b9ee010e71ebf` · issuer key `cusip6:92204A` CONSUM DIS ETF	ADD	+$78.2K	+1,324	$4.5M	$4.6M	11,384	12,708
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$97.2K	+621	$4.3M	$4.4M	8,551	9,172
position key `sid:sec:prov:c96e78968733e4090e2e3269c081f6f7` · issuer key `cusip6:35473P` FRANKLIN DYN MUN	ADD	+$1.1M	+42,916	$3.3M	$4.4M	133,301	176,217
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$280K	−240	$4.6M	$4.3M	13,233	12,993
position key `sid:sec:prov:b7ed228a77117734a8c54976a9d25363` · issuer key `cusip6:41653L` STRATEGIC INCOME	ADD	+$3.5M	+101,731	$724K	$4.2M	20,411	122,142
position key `pos:10197` · issuer key `iss:835` S&P 500 PREMIUM	NEW	+$4.0M	+80,165	$0	$4.0M	—	80,165
position key `pos:15002` · issuer key `cusip6:89157W` ULTRA SHORT INCM	ADD	+$352K	+13,992	$3.6M	$4.0M	142,674	156,666
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	TRIM	−$118K	−2,078	$4.1M	$4.0M	33,860	31,782
position key `sid:sec:prov:eb8ef4c67bab77b3ef4689c3abae14f3` · issuer key `cusip6:41653L` MUN OPORTUNITE	ADD	+$925K	+24,612	$3.0M	$3.9M	77,305	101,917
position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V` US CORE EQUITY 2	TRIM	−$138K	−1,622	$4.1M	$3.9M	102,318	100,696
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	ADD	+$193K	+3,541	$3.6M	$3.8M	25,083	28,624
position key `sid:sec:prov:0eefd08f4910374e561c8074d513084d` · issuer key `cusip6:381430` ACTIVEBETA INT	ADD	+$128K	+2,593	$3.6M	$3.7M	83,837	86,430
position key `pos:15690` · issuer key `iss:610` COM NEW	TRIM	+$230K	−1,263	$3.4M	$3.6M	28,799	27,536
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$219K	−343	$3.3M	$3.5M	23,101	22,758
position key `sid:sec:prov:6ae77b2275b70f22276189d31e60d3d2` · issuer key `cusip6:87283Q` CAP APPRECIATION	NEW	+$3.5M	+98,129	$0	$3.5M	—	98,129
position key `sid:sec:prov:5e061cf01f0216049e6a4dd081d0269e` · issuer key `cusip6:46435G` RUSEL 2500 ETF	ADD	+$120K	+736	$3.4M	$3.5M	44,911	45,647
position key `sid:sec:prov:2dd6819799de22ac30a4bfdd3242460e` · issuer key `cusip6:78433H` MLP & ENERGY INF	NEW	+$3.4M	+59,449	$0	$3.4M	—	59,449
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$2.4M	+12,328	$961K	$3.3M	5,015	17,343
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	TRIM	−$262K	−5,209	$3.6M	$3.3M	66,758	61,549
position key `sid:sec:prov:022ada51040f148d7fdf53684e05f404` · issuer key `cusip6:316092` FUNDAMENTAL SMAL	ADD	+$1.7M	+51,812	$1.6M	$3.3M	51,833	103,645
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$731K	+2,643	$2.5M	$3.3M	9,799	12,442
position key `sid:sec:prov:fde4031a43b257f165980f66937984d2` · issuer key `cusip6:33738D` FT VEST RIS	ADD	+$84.3K	+6,557	$3.2M	$3.2M	120,642	127,199
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$2.8M	+30,573	$458K	$3.2M	5,121	35,694
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	ADD	+$2.0M	+5,892	$1.2M	$3.2M	3,147	9,039
position key `sid:sec:prov:acf6f9773078523c35c5f33189dd2c94` · issuer key `cusip6:316092` ENHANCED LARGE	NEW	+$3.2M	+88,279	$0	$3.2M	—	88,279
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$105K	−906	$3.3M	$3.2M	22,783	21,877
position key `pos:14252` · issuer key `iss:1602` STATE STREET SPD	TRIM	+$55.7K	−193	$3.0M	$3.0M	51,246	51,053
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$1.2M	−2,841	$4.2M	$3.0M	12,904	10,063
position key `sid:sec:prov:04da7f2a3930955d3b43e723e2192214` · issuer key `cusip6:025072` DIVERSIFID CRP	TRIM	−$1.8M	−37,022	$4.7M	$2.9M	100,183	63,161
position key `pos:11463` · issuer key `iss:1012` CORE S&P TTL STK	TRIM	−$637K	−3,417	$3.6M	$2.9M	24,053	20,636
position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V` US EQUITY MARKET	TRIM	−$267K	−1,773	$3.2M	$2.9M	43,196	41,423
position key `sid:sec:prov:60ffabd9670c9af8e52da3a6a1a7ffbc` · issuer key `cusip6:92204A` CONSUM STP ETF	ADD	+$324K	+708	$2.6M	$2.9M	12,329	13,037

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 36

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:10170` · issuer key `iss:1012` MORNINGSTAR GRWT	NO CHANGE	−$358K	$4.4M	$4.0M	41,838	41,838
position key `pos:13819` · issuer key `iss:1013` NEW YORK MUN ETF	NO CHANGE	−$26.6K	$3.6M	$3.6M	68,083	68,083
position key `pos:11670` · issuer key `iss:1012` GLOBAL 100 ETF	NO CHANGE	−$79.5K	$1.8M	$1.7M	13,949	13,949
position key `pos:10494` · issuer key `iss:994` TOTAL RETURN	NO CHANGE	−$18.6K	$1.5M	$1.5M	31,537	31,537
position key `sid:sec:prov:95365bc6b92c071e3e9619fefb00c0c1` · issuer key `cusip6:316092` MSCI FINLS IDX	NO CHANGE	−$136K	$1.4M	$1.3M	18,055	18,055
position key `pos:17928` · issuer key `iss:1322` COM	NO CHANGE	+$156K	$794K	$950K	1,393	1,393
position key `pos:17416` · issuer key `iss:1000` S&P500 EQL TEC	NO CHANGE	−$4.7K	$862K	$857K	18,941	18,941
position key `sid:sec:prov:3766ad4da0207c698c6a316f38a1a9bf` · issuer key `cusip6:45782C` US EQTY PWR BUF	NO CHANGE	−$6.1K	$848K	$842K	18,877	18,877
position key `sid:sec:prov:36903633a16c865da7df28d51120b6d8` · issuer key `cusip6:45782C` US EQT ULTRA BF	NO CHANGE	−$11.9K	$825K	$813K	20,669	20,669
position key `sid:sec:prov:b74688fec12470dec705454998bb6631` · issuer key `cusip6:45782C` US EQTY PWR BF	NO CHANGE	−$8.3K	$677K	$669K	15,663	15,663
position key `pos:10529` · issuer key `iss:280` ISHARES HIGH YIE	NO CHANGE	−$8.8K	$610K	$601K	12,525	12,525
position key `sid:sec:prov:303540766d2ecf333f46440f72a108ab` · issuer key `cusip6:92206C` VNG RUS1000IDX	NO CHANGE	−$26.6K	$590K	$564K	1,910	1,910
position key `sid:sec:prov:ba1ea20a7763df1d6ff3bf42426c1a2d` · issuer key `cusip6:45782C` US EQTY BUFR MAY	NO CHANGE	+$717	$556K	$557K	12,415	12,415
position key `pos:18270` · issuer key `iss:1633` FUNDAMENTAL US B	NO CHANGE	+$11.8K	$499K	$511K	18,787	18,787
position key `pos:13782` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$18.7K	$449K	$430K	5,445	5,445
position key `sid:sec:prov:c9618eac5ede56ce26a50bf41b567c68` · issuer key `cusip6:45782C` US EQT ULTRA BF	NO CHANGE	+$7.6K	$413K	$421K	12,617	12,617
position key `sid:sec:prov:cfe7d31f371b048d4d2d8f1b81d7b0da` · issuer key `cusip6:33734X` ENERGY ALPHADX	NO CHANGE	+$109K	$300K	$409K	18,222	18,222
position key `sid:sec:prov:58d71ad7ca12cc31679e0f29f19e1328` · issuer key `cusip6:33939L` M STAR DEV MKT	NO CHANGE	+$5.3K	$394K	$399K	4,246	4,246
position key `sid:sec:prov:b58722e7e3948a9a3b174f7e18eec43a` · issuer key `cusip6:45782C` US EQTY PWR BUF	NO CHANGE	−$7.3K	$396K	$388K	9,010	9,010
position key `sid:sec:prov:1e2e95b154a45c4398cd33a435beb3de` · issuer key `cusip6:45782C` US EQTY PWR BUF	NO CHANGE	−$426	$334K	$334K	7,978	7,978
position key `sid:sec:prov:a8eb5e3216d6e3325d96e5e8aa27b7a4` · issuer key `cusip6:45782C` US EQT ULTRA BF	NO CHANGE	−$1.7K	$332K	$330K	8,303	8,303
position key `sid:sec:prov:5a367bcd0f78e79fbe9e04f08896c346` · issuer key `cusip6:45782C` US EQTY PWR BUF	NO CHANGE	−$3.2K	$322K	$319K	6,934	6,934
position key `pos:13296` · issuer key `iss:1637` COM	NO CHANGE	+$64.5K	$236K	$300K	53	53
position key `pos:17024` · issuer key `iss:1013` ASIA 50 ETF	NO CHANGE	+$23.4K	$264K	$287K	2,703	2,703
position key `sid:sec:prov:86a05bece61da25468cede151e19b06f` · issuer key `cusip6:464286` MSCI EURZONE ETF	NO CHANGE	−$6.7K	$293K	$286K	4,567	4,567
position key `pos:10312` · issuer key `iss:1017` SHARES REPRESENT	NO CHANGE	+$22.1K	$256K	$278K	5,949	5,949
position key `pos:13590` · issuer key `iss:1189` COM	NO CHANGE	−$15.8K	$292K	$276K	469	469
position key `pos:10894` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$1.6K	$271K	$273K	3,204	3,204
position key `sid:sec:prov:cedd1a59b9256e307f09a59f9f3188a5` · issuer key `cusip6:33735J` COM SHS	NO CHANGE	+$18.1K	$251K	$269K	2,914	2,914
position key `sid:sec:prov:40b6db994a48a67449e6b25726219ad2` · issuer key `cusip6:921935` SHORT TRM TAX EX	NO CHANGE	−$1.0K	$241K	$240K	2,377	2,377
position key `sid:sec:prov:7c851da0dd0417551bd6fb2077c41631` · issuer key `cusip6:45782C` US EQTY BUF OCT	NO CHANGE	−$6.5K	$222K	$216K	4,492	4,492
position key `sid:sec:prov:2b35313e2c9f440968f639fe74ac9295` · issuer key `cusip6:45782C` US EQTY ULTRA B	NO CHANGE	−$4.5K	$218K	$214K	5,587	5,587
position key `sid:sec:prov:1e5f2d07f62d8c524fccec12efd0e4bc` · issuer key `cusip6:27828N` COM	NO CHANGE	−$15.7K	$156K	$140K	10,139	10,139
position key `sid:sec:prov:0e5f0a7c3f19b8100ae2d085541a134c` · issuer key `cusip6:29258Y` COM	NO CHANGE	−$1.4K	$141K	$140K	15,000	15,000
position key `sid:sec:prov:9f36205ccff7983779115112e396e8a0` · issuer key `cusip6:021513` COM	NO CHANGE	+$47.0K	$69.1K	$116K	24,000	24,000
position key `sid:sec:prov:85cacf6880b51d5a366512132d5c162d` · issuer key `cusip6:19243B` COM	NO CHANGE	−$5.9K	$13.5K	$7.6K	10,000	10,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 282 issuers · $3.2B disclosed value over 481 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

FIDELITY COVINGTON TRUST

9 positions · 9 reported rows

Rows Retirement Planning Group, LLC reported for FIDELITY COVINGTON TRUST, as it reported them
FIDELITY COVINGTON TRUST · SML MID MLTFCT CUSIP 316092527 src ↗	$231M	5,165,395
FIDELITY COVINGTON TRUST · HIGH DIVID ETF CUSIP 316092840 src ↗	$140M	2,532,542
FIDELITY COVINGTON TRUST · FUNDAMENTAL SMAL CUSIP 316092295 src ↗	$3.3M	103,645
FIDELITY COVINGTON TRUST · ENHANCED LARGE CUSIP 316092113 src ↗	$3.2M	88,279
FIDELITY COVINGTON TRUST · MSCI FINLS IDX CUSIP 316092501 src ↗	$1.3M	18,055
FIDELITY COVINGTON TRUST · MSCI INFO TECH I CUSIP 316092808 src ↗	$1.2M	5,721
FIDELITY COVINGTON TRUST · MSCI HLTH CARE I CUSIP 316092600 src ↗	$896K	12,740
FIDELITY COVINGTON TRUST · MSCI INDL INDX CUSIP 316092709 src ↗	$420K	4,855
FIDELITY COVINGTON TRUST · CONSMR STAPLES CUSIP 316092303 src ↗	$279K	5,323

ticker not yet mapped

$381M

7,936,555

11.8%

—

VANGUARD INDEX FDS

12 positions · 12 reported rows

Rows Retirement Planning Group, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$292M	488,714
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$31.7M	72,519
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$23.7M	120,954
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$9.9M	30,883
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$6.4M	31,254
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$5.9M	20,407
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$3.3M	12,442
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$2.8M	31,758
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$2.2M	7,416
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$1.4M	6,622
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$1.2M	3,960
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$363K	1,969

ticker not yet mapped

$381M

828,898

11.8%

—

WISDOMTREE TR

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · US QUALITY GROW CUSIP — src ↗	$231M	4,330,872
WISDOMTREE TR · INTK MLTIFACTR CUSIP — src ↗	$299K	8,878

ticker not yet mapped

$232M

4,339,750

7.2%

—

FRANKLIN TEMPLETON ETF TR

3 positions · 3 reported rows

Rows Retirement Planning Group, LLC reported for FRANKLIN TEMPLETON ETF TR, as it reported them
FRANKLIN TEMPLETON ETF TR · INTL COR DIV TIL CUSIP 35473P108 src ↗	$225M	5,659,717
FRANKLIN TEMPLETON ETF TR · FRANKLIN DYN MUN CUSIP 35473P868 src ↗	$4.4M	176,217
FRANKLIN TEMPLETON ETF TR · FRANKLIN ASIA CUSIP 35473P660 src ↗	$257K	8,408

ticker not yet mapped

$230M

5,844,342

7.1%

—

PIMCO ETF TR

3 positions · 3 reported rows

Rows Retirement Planning Group, LLC reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · MULTISECTOR BD CUSIP 72201R585 src ↗	$169M	6,463,927
PIMCO ETF TR · ACTIVE BD ETF CUSIP 72201R775 src ↗	$5.5M	59,552
PIMCO ETF TR · MTG BKD SECS ACT CUSIP 72201R569 src ↗	$306K	6,164

ticker not yet mapped

$175M

6,529,643

5.4%

—

VICTORY PORTFOLIOS II · CORE PLUS BD ETF CUSIP 92647X863
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$160M

7,358,557

5.0%

—

AMPLIFY ETF TR

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for AMPLIFY ETF TR, as it reported them
AMPLIFY ETF TR · CWP ENHANCED DIV CUSIP 032108409 src ↗	$143M	3,180,704
AMPLIFY ETF TR · CWP INTL ENHANCE CUSIP 032108722 src ↗	$2.3M	56,403

ticker not yet mapped

$145M

3,237,107

4.5%

—

EA SERIES TRUST · FREEDOM 100 EM CUSIP 02072L607
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$139M

2,549,629

4.3%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$130M

2,843,873

4.0%

—

NEOS ETF TRUST

4 positions · 4 reported rows

Rows Retirement Planning Group, LLC reported for NEOS ETF TRUST, as it reported them
NEOS ETF TRUST · NEOS ENHCD INME CUSIP 78433H402 src ↗	$95.0M	2,012,440
NEOS ETF TRUST · NEOS ENH INC 1-3 CUSIP 78433H501 src ↗	$14.3M	288,073
NEOS ETF TRUST · MLP & ENERGY INF CUSIP 78433H485 src ↗	$3.4M	59,449
NEOS ETF TRUST · BITCOIN HIGH INC CUSIP 78433H642 src ↗	$1.3M	39,065

ticker not yet mapped

$114M

2,399,027

3.5%

—

ETFIS SER TR I · VIRTUS NEWFLEET CUSIP 26923G707
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$102M

4,467,291

3.1%

—

VANGUARD SCOTTSDALE FDS

4 positions · 4 reported rows

Rows Retirement Planning Group, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$57.3M	979,118
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$2.3M	20,655
VANGUARD SCOTTSDALE FDS · VNG RUS1000IDX CUSIP 92206C730 src ↗	$564K	1,910
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 src ↗	$243K	5,173

ticker not yet mapped

$60.4M

1,006,856

1.9%

—

ISHARES TR

35 positions · 35 reported rows

Rows Retirement Planning Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$7.8M	11,942
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$7.6M	67,254
ISHARES TR · MORNINGSTAR GRWT CUSIP — src ↗	$4.0M	41,838
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$4.0M	31,782
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$3.2M	9,039
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$2.9M	20,636
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$2.4M	24,092
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$2.3M	23,262
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$2.1M	21,003
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$1.8M	7,384
ISHARES TR · GLOBAL 100 ETF CUSIP — src ↗	$1.7M	13,949
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$1.6M	8,519
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$1.5M	3,427
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$1.4M	3,775
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$1.3M	19,849
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.0M	10,676
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$932K	6,153
ISHARES TR · US TELECOM ETF CUSIP — src ↗	$898K	22,849
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$861K	2,619
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$696K	8,424
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$692K	3,239
ISHARES TR · U.S. ENERGY ETF CUSIP — src ↗	$651K	10,047
ISHARES TR · U.S. FINLS ETF CUSIP — src ↗	$641K	5,450
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$582K	3,211
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$527K	9,273
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$493K	2,337
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$476K	5,943
ISHARES TR · US HLTHCARE ETF CUSIP — src ↗	$462K	7,489
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$351K	3,677
ISHARES TR · U.S. BAS MTL ETF CUSIP — src ↗	$326K	1,853
ISHARES TR · US CONSM STAPLES CUSIP — src ↗	$325K	4,635
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$286K	2,234
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$272K	2,874
ISHARES TR · US CONSUM DISCRE CUSIP — src ↗	$262K	2,706
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$218K	1,405

ticker not yet mapped

$56.6M

424,845

1.8%

—

SCHWAB STRATEGIC TR

11 positions · 11 reported rows

Rows Retirement Planning Group, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$27.3M	1,086,268
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$10.7M	367,237
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$7.1M	287,950
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$2.1M	68,799
SCHWAB STRATEGIC TR · US AGGREGATE B CUSIP — src ↗	$2.0M	85,079
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$1.9M	63,250
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$1.6M	61,563
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$1.0M	33,687
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$517K	17,785
SCHWAB STRATEGIC TR · FUNDAMENTAL US B CUSIP — src ↗	$511K	18,787
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$460K	13,947

ticker not yet mapped

$55.2M

2,104,352

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$50.5M

50,707

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$41.0M

161,459

1.3%

—

SPDR SERIES TRUST

13 positions · 13 reported rows

Rows Retirement Planning Group, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$18.1M	320,005
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$5.6M	196,480
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.0M	51,053
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.8M	109,681
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.7M	10,827
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.5M	23,494
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.4M	30,829
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.1M	7,213
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$943K	9,631
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$597K	24,081
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$430K	5,445
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$315K	3,279
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$273K	3,204

ticker not yet mapped

$40.8M

795,222

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$36.8M

56,650

1.1%

—

VANGUARD WORLD FD

10 positions · 10 reported rows

Rows Retirement Planning Group, LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$11.2M	16,070
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$5.7M	20,768
VANGUARD WORLD FD · COMM SRVC ETF CUSIP 92204A884 src ↗	$5.3M	29,368
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$4.6M	12,708
VANGUARD WORLD FD · CONSUM STP ETF CUSIP 92204A207 src ↗	$2.9M	13,037
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$2.1M	10,386
VANGUARD WORLD FD · FINANCIALS ETF CUSIP — src ↗	$823K	6,816
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$753K	2,412
VANGUARD WORLD FD · MATERIALS ETF CUSIP 92204A801 src ↗	$723K	3,208
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$510K	2,945

ticker not yet mapped

$34.5M

117,718

1.1%

—

SELECT SECTOR SPDR TR

9 positions · 9 reported rows

Rows Retirement Planning Group, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$9.7M	118,459
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$4.6M	42,219
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$3.8M	28,624
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$2.3M	36,738
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$1.4M	12,786
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$1.3M	7,953
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$1.2M	7,977
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$1.0M	21,229
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$366K	7,979

ticker not yet mapped

$25.7M

283,964

0.8%

—

GOLDMAN SACHS ETF TR

3 positions · 3 reported rows

Rows Retirement Planning Group, LLC reported for GOLDMAN SACHS ETF TR, as it reported them
GOLDMAN SACHS ETF TR · ACTIVEBETA US LG CUSIP 381430503 src ↗	$19.7M	157,795
GOLDMAN SACHS ETF TR · ACTIVEBETA INT CUSIP 381430107 src ↗	$3.7M	86,430
GOLDMAN SACHS ETF TR · HEDGE IND ETF CUSIP 381430545 src ↗	$260K	1,786

ticker not yet mapped

$23.7M

246,011

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$21.8M

37,789

0.7%

—

FEDERATED HERMES ETF TRUST · HERMES TOTAL RET CUSIP 31423L404
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$21.5M

853,548

0.7%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$21.0M

97,861

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$20.4M

55,010

0.6%

—

WISDOMTREE TR · US TOTAL DIVIDND CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$20.3M

235,615

0.6%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$20.3M

201,228

0.6%

—

ISHARES TR

4 positions · 4 reported rows

Rows Retirement Planning Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI INTL QUALTY CUSIP 46434V456 src ↗	$15.7M	339,405
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$2.2M	31,054
ISHARES TR · U S EQUITY FACTR CUSIP 46434V282 src ↗	$423K	6,415
ISHARES TR · CORE MSCI EURO CUSIP 46434V738 src ↗	$251K	3,572

ticker not yet mapped

$18.5M

380,446

0.6%

—

PACER FDS TR

5 positions · 5 reported rows

Rows Retirement Planning Group, LLC reported for PACER FDS TR, as it reported them
PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 src ↗	$7.5M	119,239
PACER FDS TR · TRENDP US LAR CP CUSIP 69374H105 src ↗	$6.1M	115,766
PACER FDS TR · TRENDPILOT FD CUSIP 69374H675 src ↗	$2.2M	66,767
PACER FDS TR · TRENDPILOT 100 CUSIP 69374H303 src ↗	$572K	7,839
PACER FDS TR · TRENDP US MID CP CUSIP 69374H204 src ↗	$447K	12,224

ticker not yet mapped

$16.8M

321,835

0.5%

—

INVESCO EXCHANGE TRADED FD T

5 positions · 5 reported rows

Rows Retirement Planning Group, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P 500 GARP ETF CUSIP — src ↗	$9.8M	90,616
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$3.3M	17,343
INVESCO EXCHANGE TRADED FD T · S&P500 EQL TEC CUSIP — src ↗	$857K	18,941
INVESCO EXCHANGE TRADED FD T · S&P MDCP MOMNTUM CUSIP — src ↗	$439K	3,027
INVESCO EXCHANGE TRADED FD T · S&P500 EQL UTL CUSIP — src ↗	$231K	2,848

ticker not yet mapped

$14.6M

132,775

0.5%

—

VANGUARD BD INDEX FDS

3 positions · 3 reported rows

Rows Retirement Planning Group, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$6.8M	92,806
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$6.3M	81,607
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$1.1M	13,588

ticker not yet mapped

$14.2M

188,001

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$13.9M

112,007

0.4%

—

TOUCHSTONE ETF TRUST

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for TOUCHSTONE ETF TRUST, as it reported them
TOUCHSTONE ETF TRUST · SECURITIZED INCO CUSIP 89157W707 src ↗	$9.5M	366,584
TOUCHSTONE ETF TRUST · ULTRA SHORT INCM CUSIP — src ↗	$4.0M	156,666

ticker not yet mapped

$13.4M

523,250

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$13.4M

64,105

0.4%

—

J P MORGAN EXCHANGE TRADED F

6 positions · 6 reported rows

Rows Retirement Planning Group, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$5.9M	118,963
J P MORGAN EXCHANGE TRADED F · US QUALTY FCTR CUSIP 46641Q761 src ↗	$2.3M	37,017
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$1.6M	28,208
J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF CUSIP 46641Q670 src ↗	$1.4M	30,520
J P MORGAN EXCHANGE TRADED F · BETABULDRS JAPAN CUSIP 46641Q217 src ↗	$826K	11,987
J P MORGAN EXCHANGE TRADED F · US VALUE FACTR CUSIP 46641Q753 src ↗	$754K	15,440

ticker not yet mapped

$12.8M

242,135

0.4%

—

INNOVATOR ETFS TRUST

16 positions · 16 reported rows

Rows Retirement Planning Group, LLC reported for INNOVATOR ETFS TRUST, as it reported them
INNOVATOR ETFS TRUST · US EQTY BUFR MAR CUSIP 45782C391 src ↗	$4.7M	88,821
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C383 src ↗	$842K	18,877
INNOVATOR ETFS TRUST · US EQT ULTRA BF CUSIP 45782C672 src ↗	$813K	20,669
INNOVATOR ETFS TRUST · US EQTY PWR BF CUSIP 45782C680 src ↗	$669K	15,663
INNOVATOR ETFS TRUST · US EQTY BUFR MAY CUSIP 45782C326 src ↗	$557K	12,415
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C318 src ↗	$456K	11,417
INNOVATOR ETFS TRUST · US EQTY BUF SEP CUSIP 45782C664 src ↗	$450K	9,364
INNOVATOR ETFS TRUST · US EQTY BUF NOV CUSIP 45782C581 src ↗	$448K	10,417
INNOVATOR ETFS TRUST · US EQT ULTRA BF CUSIP 45782C805 src ↗	$421K	12,617
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C573 src ↗	$416K	10,191
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C797 src ↗	$388K	9,010
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C748 src ↗	$334K	7,978
INNOVATOR ETFS TRUST · US EQT ULTRA BF CUSIP 45782C375 src ↗	$330K	8,303
INNOVATOR ETFS TRUST · US EQTY PWR BUF CUSIP 45782C813 src ↗	$319K	6,934
INNOVATOR ETFS TRUST · US EQTY BUF OCT CUSIP 45782C771 src ↗	$216K	4,492
INNOVATOR ETFS TRUST · US EQTY ULTRA B CUSIP 45782C821 src ↗	$214K	5,587

ticker not yet mapped

$11.5M

252,755

0.4%

—

WISDOMTREE TR

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · US QTLY DIV GRT CUSIP — src ↗	$10.2M	115,736
WISDOMTREE TR · EM EX ST-OWNED CUSIP — src ↗	$739K	18,440

ticker not yet mapped

$10.9M

134,176

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$10.8M

62,044

0.3%

—

GOLDMAN SACHS ETF TR

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for GOLDMAN SACHS ETF TR, as it reported them
GOLDMAN SACHS ETF TR · MUNI INCOME ETF CUSIP — src ↗	$6.2M	122,173
GOLDMAN SACHS ETF TR · S&P 500 PREMIUM CUSIP — src ↗	$4.0M	80,165

ticker not yet mapped

$10.2M

202,338

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$5.6M	19,576
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$4.6M	16,018

$10.2M

35,594

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$8.9M

20,788

0.3%

—

ISHARES TR

9 positions · 9 reported rows

Rows Retirement Planning Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · NEW YORK MUN ETF CUSIP — src ↗	$3.6M	68,083
ISHARES TR · MRGSTR MD CP VAL CUSIP — src ↗	$1.3M	15,790
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$1.2M	11,599
ISHARES TR · MSCI AC ASIA ETF CUSIP — src ↗	$664K	6,895
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$536K	6,838
ISHARES TR · ASIA 50 ETF CUSIP — src ↗	$287K	2,703
ISHARES TR · CALIF MUN BD ETF CUSIP — src ↗	$233K	4,090
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$230K	4,328
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$229K	2,436

ticker not yet mapped

$8.4M

122,762

0.3%

—

HARTFORD FDS EXCHANGE TRADED

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for HARTFORD FDS EXCHANGE TRADED, as it reported them
HARTFORD FDS EXCHANGE TRADED · STRATEGIC INCOME CUSIP 41653L875 src ↗	$4.2M	122,142
HARTFORD FDS EXCHANGE TRADED · MUN OPORTUNITE CUSIP 41653L503 src ↗	$3.9M	101,917

ticker not yet mapped

$8.2M

224,059

0.3%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$8.1M

125,729

0.2%

—

DIMENSIONAL ETF TRUST

5 positions · 5 reported rows

Rows Retirement Planning Group, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$3.9M	100,696
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$2.9M	41,423
DIMENSIONAL ETF TRUST · INTL CORE EQT MK CUSIP 25434V203 src ↗	$400K	10,267
DIMENSIONAL ETF TRUST · CALIF MUN BD ETF CUSIP 25434V633 src ↗	$230K	4,618
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$210K	2,958

ticker not yet mapped

$7.7M

159,962

0.2%

—

INVESCO EXCH TRADED FD TR II

3 positions · 3 reported rows

Rows Retirement Planning Group, LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · RAFI DVLPD MRKTS CUSIP — src ↗	$6.1M	87,083
INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM CUSIP 46138E339 src ↗	$433K	3,862
INVESCO EXCH TRADED FD TR II · PURBTA MSCI US CUSIP 46138E461 src ↗	$332K	5,100

ticker not yet mapped

$6.9M

96,045

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$6.8M

40,014

0.2%

—

ISHARES INC

3 positions · 3 reported rows

Rows Retirement Planning Group, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$5.4M	68,635
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$465K	6,667
ISHARES INC · MSCI JAPAN ETF CUSIP — src ↗	$439K	5,197

ticker not yet mapped

$6.3M

80,499

0.2%

—

ISHARES TR

3 positions · 3 reported rows

Rows Retirement Planning Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · RUSEL 2500 ETF CUSIP 46435G268 src ↗	$3.5M	45,647
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$2.1M	25,675
ISHARES TR · MSCI UK ETF NEW CUSIP 46435G334 src ↗	$414K	9,089

ticker not yet mapped

$6.0M

80,411

0.2%

—

VANGUARD INTL EQUITY INDEX F

4 positions · 4 reported rows

Rows Retirement Planning Group, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$3.3M	61,549
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$849K	11,306
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$749K	5,413
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$688K	8,343

ticker not yet mapped

$5.6M

86,611

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$5.5M

9,107

0.2%

—

VICTORY PORTFOLIOS II · USAA MSCI USA SM CUSIP 92647N568
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$5.4M

56,681

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$5.1M

20,667

0.2%

—

FIRST TR EXCHNG TRADED FD VI

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · SMITH OPPORT FXD CUSIP 33740F805 src ↗	$4.7M	107,088
FIRST TR EXCHNG TRADED FD VI · SMITH UNCONSTRAI CUSIP 33740F888 src ↗	$229K	9,262

ticker not yet mapped

$4.9M

116,350

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$4.9M

29,532

0.2%

—

ISHARES TR

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$3.2M	35,694
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$1.6M	8,339

ticker not yet mapped

$4.8M

44,033

0.1%

—

FIRST TR EXCHANGE-TRADED FD

7 positions · 7 reported rows

Rows Retirement Planning Group, LLC reported for FIRST TR EXCHANGE-TRADED FD, as it reported them
FIRST TR EXCHANGE-TRADED FD · TECH ALPHADEX CUSIP 33734X176 src ↗	$1.5M	9,511
FIRST TR EXCHANGE-TRADED FD · INDLS PROD DUR CUSIP 33734X150 src ↗	$1.0M	12,558
FIRST TR EXCHANGE-TRADED FD · NASDAQ CYB ETF CUSIP 33734X846 src ↗	$631K	10,062
FIRST TR EXCHANGE-TRADED FD · CONSUMR DISCRE CUSIP 33734X101 src ↗	$619K	9,677
FIRST TR EXCHANGE-TRADED FD · ENERGY ALPHADX CUSIP 33734X127 src ↗	$409K	18,222
FIRST TR EXCHANGE-TRADED FD · UTILITIES ALPH CUSIP 33734X184 src ↗	$273K	5,507
FIRST TR EXCHANGE-TRADED FD · FINLS ALPHADEX CUSIP — src ↗	$266K	4,740

ticker not yet mapped

$4.7M

70,277

0.1%

—

T ROWE PRICE ETF INC

3 positions · 3 reported rows

Rows Retirement Planning Group, LLC reported for T ROWE PRICE ETF INC, as it reported them
T ROWE PRICE ETF INC · CAP APPRECIATION CUSIP 87283Q867 src ↗	$3.5M	98,129
T ROWE PRICE ETF INC · SMALL MID CAP CUSIP 87283Q826 src ↗	$884K	24,103
T ROWE PRICE ETF INC · FLOATING RATE CUSIP 87283Q883 src ↗	$257K	5,113

ticker not yet mapped

$4.6M

127,345

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$4.4M

9,172

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$4.3M

12,993

0.1%

—

FIRST TR EXCHANGE-TRADED FD

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for FIRST TR EXCHANGE-TRADED FD, as it reported them
FIRST TR EXCHANGE-TRADED FD · FT VEST RIS CUSIP 33738D879 src ↗	$3.2M	127,199
FIRST TR EXCHANGE-TRADED FD · NO AMER ENERGY CUSIP 33738D101 src ↗	$499K	11,437

ticker not yet mapped

$3.7M

138,636

0.1%

—

J P MORGAN EXCHANGE TRADED F

3 positions · 3 reported rows

Rows Retirement Planning Group, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · INTL HDGD EQT LA CUSIP 46654Q591 src ↗	$2.5M	48,135
J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — src ↗	$908K	16,351
J P MORGAN EXCHANGE TRADED F · ACTIVE GROWTH CUSIP 46654Q609 src ↗	$283K	3,354

ticker not yet mapped

$3.7M

67,840

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUKE ENERGY CORP NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$3.6M

27,536

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$3.5M

22,758

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$3.2M

21,877

0.1%

—

VANGUARD MALVERN FDS

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for VANGUARD MALVERN FDS, as it reported them
VANGUARD MALVERN FDS · CORE BD ETF CUSIP 922020748 src ↗	$1.6M	20,496
VANGUARD MALVERN FDS · STRM INFPROIDX CUSIP 922020805 src ↗	$1.6M	31,225

ticker not yet mapped

$3.1M

51,721

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$3.0M

10,063

0.1%

—

AMERICAN CENTY ETF TR · DIVERSIFID CRP CUSIP 025072109
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$2.9M

63,161

0.1%

—

GUGGENHEIM STRATEGIC OPPORTU · COM SBI CUSIP 40167F101
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$2.7M

246,738

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXPAND ENERGY CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$2.7M

24,372

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$2.6M

11,969

0.1%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$2.6M

33,336

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$2.5M

5,765

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$2.4M

6,441

0.1%

—

ISHARES TR

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$1.7M	17,925
ISHARES TR · CORE HIGH DV ETF CUSIP 46429B663 src ↗	$676K	4,979

ticker not yet mapped

$2.3M

22,904

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$2.3M

4,078

0.1%

—

INVESCO EXCH TRD SLF IDX FD · RUSL 1000 DYNM CUSIP 46138J619
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$2.3M

38,044

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$2.3M

23,579

0.1%

—

VANGUARD MUN BD FDS

3 positions · 3 reported rows

Rows Retirement Planning Group, LLC reported for VANGUARD MUN BD FDS, as it reported them
VANGUARD MUN BD FDS · INTERMEDIATE TRM CUSIP 922907738 src ↗	$1.0M	10,120
VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746 src ↗	$884K	17,713
VANGUARD MUN BD FDS · CORE TAX EXEMPT CUSIP 922907712 src ↗	$320K	4,261

ticker not yet mapped

$2.2M

32,094

0.1%

—

ISHARES INC

4 positions · 4 reported rows

Rows Retirement Planning Group, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI WORLD ETF CUSIP 464286392 src ↗	$1.3M	7,227
ISHARES INC · MSCI SWITZERLAND CUSIP 464286749 src ↗	$298K	5,072
ISHARES INC · MSCI EURZONE ETF CUSIP 464286608 src ↗	$286K	4,567
ISHARES INC · MSCI CDA ETF CUSIP 464286509 src ↗	$280K	5,114

ticker not yet mapped

$2.2M

21,980

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$2.2M

6,963

0.1%

—

SPDR INDEX SHS FDS

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X202 src ↗	$1.6M	26,060
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$514K	11,251

ticker not yet mapped

$2.1M

37,311

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$2.1M

11,038

0.1%

—

ETF SER SOLUTIONS

6 positions · 6 reported rows

Rows Retirement Planning Group, LLC reported for ETF SER SOLUTIONS, as it reported them
ETF SER SOLUTIONS · CLERSHS PITON IN CUSIP 26922A131 src ↗	$634K	6,737
ETF SER SOLUTIONS · APTUS COLLRD INV CUSIP 26922A222 src ↗	$372K	8,875
ETF SER SOLUTIONS · CLEARSHS ULTRA CUSIP 26922A453 src ↗	$309K	3,086
ETF SER SOLUTIONS · APTUS DEFINED CUSIP — src ↗	$291K	10,642
ETF SER SOLUTIONS · OPUS SML CP VL CUSIP 26922A446 src ↗	$219K	5,556
ETF SER SOLUTIONS · APTUS DRAWDOWN CUSIP 26922A784 src ↗	$208K	4,214

ticker not yet mapped

$2.0M

39,110

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$2.0M

3,609

0.1%

—

SPDR SERIES TRUST

2 positions · 2 reported rows

Rows Retirement Planning Group, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R523 src ↗	$1.6M	16,002
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$403K	8,346

ticker not yet mapped

$2.0M

24,348

0.1%

—

COLUMBIA ETF TR I · INTERNATIONAL EQ CUSIP 19761L862
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$2.0M

50,386

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EVERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$1.9M

23,659

0.1%

—

VANGUARD ADMIRAL FDS INC · 500 GRTH IDX F CUSIP 921932505
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$1.9M

4,730

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$1.9M

9,102

0.1%

—

SPROTT ASSET MANAGEMENT LP · PHYSICAL GOLD AN CUSIP 85208R101
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$1.9M

39,386

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$1.9M

24,449

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$1.9M

12,683

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC · SPON ADS CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$1.8M

19,804

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$1.8M

5,872

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$1.8M

13,693

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$1.8M

2,540

0.1%

—

ISHARES TR · S&P 500 BUYWRITE CUSIP 46438G711
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$1.8M

40,819

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-04 +34d

src ↗

$1.7M

5,574

0.1%

—

AMERICAN CENTY ETF TR · AVANTIS EMERGING CUSIP 02507A101
2026-03-31 filed 2026-05-04 +34d

src ↗

ticker not yet mapped

$1.6M

24,182

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 75.9%below median 80.0%
Concentration index: 394 bpsbelow median 446 bps
Positions with value: 481 / 481median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 75.9% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 394 · QoQ moves: 510

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Retirement Planning Group, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).