Retirement Planning Group, LLC / Ny
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$155.2M
Holdings
93
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JEPI
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
8.9%
02
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
6.9%
03
$RWL
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
5.9%
04
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.0%
05
$PAVE
GLOBAL X FDS
Held since at least Q1 2024
3.9%
06
$RECS
COLUMBIA ETF TR I
Held since at least Q1 2024
3.7%
07
$AAPL
APPLE INC
Q1 2026: Sold 2.5% (15.4k → 15.0k shares)
3.4%
08
$LVHI
LEGG MASON ETF INVT
Held since at least Q1 2024
3.3%
09
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
3.2%
10
$XLE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:26 UTC.