RETIREMENT PLANNING GROUP, LLC / NY

PrivateCIK: 2057004
Location

MALTA, NY

108
Positions
$183.54M
Total AUM (reported)
2.87M
Total Shares

Allocation by class

TOTAL AUM$183.54M108 positions
COM$38.72M21.1%
EQUITY PREMIUM$15.09M8.2%
UNIT SER 1$13.22M7.2%
S&P 500 REVENUE$11.03M6.0%
US DIVIDEND EQ$7.58M4.1%
RESH ENHNC COR$7.43M4.0%
NASDAQ 100 ETF$7.18M3.9%

Portfolio Concentration

Top 321.4%4–1026.0%11–2527.7%Rest24.9%TOP 1047.4%0%100%
Top 3$39.33M21.4%
4–10$47.64M26.0%
11–25$50.85M27.7%
Rest$45.72M24.9%

Top 3 weight

21.4%

Top 10 weight

47.4%

Voting Authority Distribution

Total shares with voting rights: 2.87M

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

2.87M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole108
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings108
Rows:

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares267.11K
TypeSH
Market value$15.09M
8.22%
Sole
0.00
Shared
0.00
None
267.11K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares17.93K
TypeSH
Market value$13.22M
7.20%
Sole
0.00
Shared
0.00
None
17.93K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 REVENUE
Shares86.32K
TypeSH
Market value$11.03M
6.01%
Sole
0.00
Shared
0.00
None
86.32K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares239.18K
TypeSH
Market value$7.58M
4.13%
Sole
0.00
Shared
0.00
None
239.18K

COLUMBIA ETF TR I

SOLE
RESH ENHNC COR
Shares171.66K
TypeSH
Market value$7.43M
4.05%
Sole
0.00
Shared
0.00
None
171.66K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares23.71K
TypeSH
Market value$7.18M
3.91%
Sole
0.00
Shared
0.00
None
23.71K

GLOBAL X FDS

SOLE
US INFR DEV ETF
Shares120.47K
TypeSH
Market value$7.11M
3.87%
Sole
0.00
Shared
0.00
None
120.47K

J P MORGAN EXCHANGE TRADED F

SOLE
NASDAQ EQT PREM
Shares106.32K
TypeSH
Market value$6.53M
3.56%
Sole
0.00
Shared
0.00
None
106.32K

APPLE INC

SOLE
COM
Shares21.68K
TypeSH
Market value$6.27M
3.42%
Sole
0.00
Shared
0.00
None
21.68K

LEGG MASON ETF INVT

SOLE
FRANKLIN INTL LW
Shares136.10K
TypeSH
Market value$5.52M
3.01%
Sole
0.00
Shared
0.00
None
136.10K

GLOBAL X FDS

SOLE
NASDAQ 100 COVER
Shares275.76K
TypeSH
Market value$5.08M
2.77%
Sole
0.00
Shared
0.00
None
275.76K

GE AEROSPACE

SOLE
COM NEW
Shares11.45K
TypeSH
Market value$4.28M
2.33%
Sole
0.00
Shared
0.00
None
11.45K

NUVEEN CORE EQUITY ALPHA FD

SOLE
COM
Shares250.11K
TypeSH
Market value$4.18M
2.28%
Sole
0.00
Shared
0.00
None
250.11K

ALPS ETF TR

SOLE
DYNAM US ETF
Shares58.51K
TypeSH
Market value$4.12M
2.24%
Sole
0.00
Shared
0.00
None
58.51K

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares77.32K
TypeSH
Market value$4.11M
2.24%
Sole
0.00
Shared
0.00
None
77.32K

SELECT SECTOR SPDR TR

SOLE
ST STR FINL ETF
Shares76.39K
TypeSH
Market value$4.10M
2.23%
Sole
0.00
Shared
0.00
None
76.39K

NVIDIA CORPORATION

SOLE
COM
Shares19.01K
TypeSH
Market value$3.80M
2.07%
Sole
0.00
Shared
0.00
None
19.01K

GE VERNOVA INC

SOLE
COM
Shares3.01K
TypeSH
Market value$3.53M
1.93%
Sole
0.00
Shared
0.00
None
3.01K

COLUMBIA ETF TR I

SOLE
CORE BOND ETF
Shares115.78K
TypeSH
Market value$3.47M
1.89%
Sole
0.00
Shared
0.00
None
115.78K

ISHARES TR

SOLE
HDG MSCI EAFE
Shares59.55K
TypeSH
Market value$2.79M
1.52%
Sole
0.00
Shared
0.00
None
59.55K

PIMCO DYNAMIC INCOME FD

SOLE
SHS
Shares158.12K
TypeSH
Market value$2.68M
1.46%
Sole
0.00
Shared
0.00
None
158.12K

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS1000IDX
Shares7.47K
TypeSH
Market value$2.53M
1.38%
Sole
0.00
Shared
0.00
None
7.47K

ISHARES TR

SOLE
HIGH YLD SYSTM B
Shares53.38K
TypeSH
Market value$2.50M
1.36%
Sole
0.00
Shared
0.00
None
53.38K

INVESCO EXCHANGE TRADED FD T

SOLE
DJ INDL AVG DV
Shares29.16K
TypeSH
Market value$1.85M
1.01%
Sole
0.00
Shared
0.00
None
29.16K

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares8.34K
TypeSH
Market value$1.83M
1.00%
Sole
0.00
Shared
0.00
None
8.34K
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