RETIREMENT PLANNING GROUP, LLC / NY

PrivateCIK: 2057004
Location

MALTA, NY

94
Positions
$155.19M
Total AUM (reported)
2.68M
Total Shares

Allocation by class

TOTAL AUM$155.19M94 positions
COM$31.59M20.4%
EQUITY PREMIUM$13.85M8.9%
UNIT SER 1$10.63M6.9%
S&P 500 REVENUE$9.08M5.9%
US DIVIDEND EQ$6.13M3.9%
US INFR DEV ETF$6.02M3.9%
RESH ENHNC COR$5.67M3.7%

Portfolio Concentration

Top 321.6%4–1024.5%11–2531.1%Rest22.8%TOP 1046.1%0%100%
Top 3$33.56M21.6%
4–10$38.03M24.5%
11–25$48.27M31.1%
Rest$35.33M22.8%

Top 3 weight

21.6%

Top 10 weight

46.1%

Voting Authority Distribution

Total shares with voting rights: 2.68M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.68M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole94
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings94
Rows:

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares244.29K
TypeSH
Market value$13.85M
8.92%
Sole
0.00
Shared
0.00
None
244.29K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares18.42K
TypeSH
Market value$10.63M
6.85%
Sole
0.00
Shared
0.00
None
18.42K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 REVENUE
Shares79.04K
TypeSH
Market value$9.08M
5.85%
Sole
0.00
Shared
0.00
None
79.04K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares199.80K
TypeSH
Market value$6.13M
3.95%
Sole
0.00
Shared
0.00
None
199.80K

GLOBAL X FDS

SOLE
US INFR DEV ETF
Shares118.54K
TypeSH
Market value$6.02M
3.88%
Sole
0.00
Shared
0.00
None
118.54K

COLUMBIA ETF TR I

SOLE
RESH ENHNC COR
Shares145.35K
TypeSH
Market value$5.67M
3.65%
Sole
0.00
Shared
0.00
None
145.35K

APPLE INC

SOLE
COM
Shares20.57K
TypeSH
Market value$5.22M
3.36%
Sole
0.00
Shared
0.00
None
20.57K

LEGG MASON ETF INVT

SOLE
FRANKLIN INTL LW
Shares127.79K
TypeSH
Market value$5.18M
3.34%
Sole
0.00
Shared
0.00
None
127.79K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares20.85K
TypeSH
Market value$4.95M
3.19%
Sole
0.00
Shared
0.00
None
20.85K

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares79.22K
TypeSH
Market value$4.85M
3.13%
Sole
0.00
Shared
0.00
None
79.22K

J P MORGAN EXCHANGE TRADED F

SOLE
NASDAQ EQT PREM
Shares86.61K
TypeSH
Market value$4.81M
3.10%
Sole
0.00
Shared
0.00
None
86.61K

GLOBAL X FDS

SOLE
NASDAQ 100 COVER
Shares271.54K
TypeSH
Market value$4.66M
3.00%
Sole
0.00
Shared
0.00
None
271.54K

FIDELITY MERRIMACK STR TR

SOLE
TOTAL BD ETF
Shares85.79K
TypeSH
Market value$3.93M
2.53%
Sole
0.00
Shared
0.00
None
85.79K

NUVEEN CORE EQUITY ALPHA FD

SOLE
COM
Shares255.08K
TypeSH
Market value$3.86M
2.49%
Sole
0.00
Shared
0.00
None
255.08K

ALPS ETF TR

SOLE
DYNAMIC US DIVID
Shares60.48K
TypeSH
Market value$3.79M
2.44%
Sole
0.00
Shared
0.00
None
60.48K

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares76.68K
TypeSH
Market value$3.79M
2.44%
Sole
0.00
Shared
0.00
None
76.68K

NVIDIA CORPORATION

SOLE
COM
Shares18.58K
TypeSH
Market value$3.24M
2.09%
Sole
0.00
Shared
0.00
None
18.58K

GE AEROSPACE

SOLE
COM NEW
Shares11.19K
TypeSH
Market value$3.18M
2.05%
Sole
0.00
Shared
0.00
None
11.19K

PIMCO DYNAMIC INCOME FD

SOLE
SHS
Shares177.81K
TypeSH
Market value$3.08M
1.99%
Sole
0.00
Shared
0.00
None
177.81K

ISHARES TR

SOLE
HIGH YLD SYSTM B
Shares56.02K
TypeSH
Market value$2.61M
1.68%
Sole
0.00
Shared
0.00
None
56.02K

GE VERNOVA INC

SOLE
COM
Shares2.92K
TypeSH
Market value$2.55M
1.65%
Sole
0.00
Shared
0.00
None
2.92K

ISHARES TR

SOLE
HDG MSCI EAFE
Shares57.32K
TypeSH
Market value$2.44M
1.57%
Sole
0.00
Shared
0.00
None
57.32K

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS1000IDX
Shares7.65K
TypeSH
Market value$2.26M
1.45%
Sole
0.00
Shared
0.00
None
7.65K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares3.14K
TypeSH
Market value$2.05M
1.32%
Sole
0.00
Shared
0.00
None
3.14K

EXXON MOBIL CORP

SOLE
COM
Shares12.02K
TypeSH
Market value$2.04M
1.31%
Sole
0.00
Shared
0.00
None
12.02K
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