Retirement Planning Group, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

Retirement Planning Group, LLC, a leading financial firm, recently released its 13F Holdings Comparison report for Q3 2023 and Q4 2023. This report highlights the changes in holdings of various funds during this period. The analysis provides valuable insights into the shifting investment trends and strategies followed by Retirement Planning Group, LLC. Let's delve into the details and explore the key takeaways from this comprehensive report.

Key Takeaways:

1. Invesco Exchange Traded FD T (SPGP):

Retirement Planning Group, LLC had 1,204,987 shares of Invesco Exchange Traded FD T in Q3 2023, which increased to 1,228,028 shares in Q4 2023. The value of holdings also rose from $109,943,000 to $120,395,000, indicating a 9.5% increase.

2. Schwab Strategic TR (SCHB):

The number of shares held by Retirement Planning Group, LLC in Schwab Strategic TR decreased slightly from 2,163,549 in Q3 2023 to 2,154,977 in Q4 2023. However, the value of holdings showed a significant increase from $107,852,000 to $119,967,000, representing an 11.2% growth.

3. Vanguard Specialized Funds (VIG):

Retirement Planning Group, LLC witnessed a marginal increase in shares of Vanguard Specialized Funds, with holdings rising from 665,777 in Q3 2023 to 671,448 in Q4 2023. The value of these holdings also experienced a notable growth of 10.6%, going from $103,448,000 to $114,414,000.

4. Amplify ETF TR (DIVO):

One of the significant changes in holdings for Retirement Planning Group, LLC was observed in Amplify ETF TR. The number of shares surged from 2,389,892 to 2,849,849, representing a remarkable 25.5% increase. Additionally, the value of holdings also saw a substantial rise from $83,000,000 to $104,162,000.

5. Goldman Sachs ETF TR (GSLC):

Retirement Planning Group, LLC had 941,457 shares of Goldman Sachs ETF TR in Q3 2023, which saw a negligible increase to 943,133 shares in Q4 2023. The value of holdings also rose slightly from $79,298,000 to $88,475,000, indicating an 11.6% growth.

6. iShares TR (IQLT):

The holdings of iShares TR by Retirement Planning Group, LLC increased from 1,980,041 shares in Q3 2023 to 2,022,327 shares in Q4 2023. This change represented a 14.1% increase in the number of shares. The value of these holdings also experienced a significant growth of 14.1%.

7. Vanguard BD Index FDS (BND):

Retirement Planning Group, LLC witnessed a noteworthy increase in its holdings of Vanguard BD Index FDS. The number of shares held rose from 741,091 in Q3 2023 to 795,207 in Q4 2023, representing a 13.1% growth. The value of these holdings also increased proportionally, reaching $58,487,000 in Q4 2023.

8. EA Series Trust (FRDM):

The holdings of EA Series Trust by Retirement Planning Group, LLC exhibited an impressive 19.2% growth during the analyzed period. The number of shares rose from 1,713,597 to 1,758,017, while the value of these holdings increased from $48,511,000 to $57,838,000.

9. Franklin Templeton ETF TR (FLQH):

Retirement Planning Group, LLC witnessed an upward trend in its holdings of Franklin Templeton ETF TR. The number of shares rose from 1,347,522 to 1,394,645, indicating a 14% increase. Moreover, the value of holdings also grew from $37,609,000 to $42,871,000.

10. Costco Whsl Corp New (COST):

Retirement Planning Group, LLC acquired 31,868 shares of Costco Whsl Corp New in Q4 2023, resulting in a significant increase from just 395 shares in Q3 2023. The value of these holdings also experienced exponential growth, going from $223,000 to $21,035,000.

Conclusion:

Retirement Planning Group, LLC's 13F Holdings Comparison report for Q3 2023 and Q4 2023 reveals dynamic changes in their fund holdings. The analysis reflects the company's strategic approach to investment, with notable increases seen in holdings such as Invesco Exchange Traded FD T, Schwab Strategic TR, Amplify ETF TR, and Vanguard BD Index FDS. These changes indicate Retirement Planning Group, LLC's efforts to optimize their investment portfolio and adapt to market trends. As investors and market observers, keeping track of these fluctuations can provide valuable insights for making informed decisions and understanding the ever-evolving investment landscape.