Portfolio (Quarterly) Guide ↗

RETIREMENT PLANNING GROUP, LLC / NY

· CIK 0002057004

13F Portfolio $147M AUM 87 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 4 New 35 Added 21 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VEU	VANGUARD INTL EQUITY INDEX F	—	4,538	$324K	0.24%	SOLD
2	ITB	ISHARES TR	—	2,057	$221K	0.17%	SOLD
3	NFLX	NETFLIX INC	Communication Services	172	$206K	0.15%	SOLD
4	IHAK	ISHARES TR	—	3,921	$205K	0.15%	SOLD

Sector Allocation

Financial Services 43.6%

Technology 22.1%

Healthcare 7.7%

Industrials 7.7%

Consumer Cyclical 4.5%

Energy 4.1%

Utilities 3.7%

Communication Services 3.0%

Consumer Defensive 2.6%

Real Estate 0.9%