Long-term investor

Retirement Planning Group, LLC @retirementplanninggroupl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001508195).

Record

  • Tracked since 2025-06-30 (450 days), 61 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months -0.1% · 1 year n/a · all -3.6%
  • Max drawdown n/a · win rate 54% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 8.9% · long · since 2025-06-30
  • 97717Y477 · 7.6% · long · since 2025-06-30
  • 316092527 · 7.5% · long · since 2025-06-30
  • 35473P108 · 6.6% · long · since 2025-06-30
  • 02072L607 · 4.9% · long · since 2025-06-30
  • 72201R585 · 4.8% · long · since 2025-06-30
  • 92647X863 · 4.5% · long · since 2025-06-30
  • 316092840 · 4.3% · long · since 2025-06-30
  • 032108409 · 4.0% · long · since 2025-06-30
  • 316188309 · 3.6% · long · since 2025-06-30
  • 26923G707 · 2.9% · long · since 2025-06-30
  • 78433H402 · 2.7% · long · since 2025-06-30

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