Long-term investor
Retirement Planning Group, LLC / Ny @retirementplanninggroupl-3nt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002057004).
Record
- Tracked since 2025-06-30 (449 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.9% · 1 year n/a · all +4.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46641Q332 · 8.2% · long · since 2025-06-30
- 46090E103 · 7.2% · long · since 2025-06-30
- 46138G698 · 6.0% · long · since 2025-06-30
- 808524797 · 4.1% · long · since 2025-06-30
- 19761L706 · 4.0% · long · since 2025-06-30
- 46138G649 · 3.9% · long · since 2025-06-30
- 37954Y673 · 3.9% · long · since 2025-06-30
- 46654Q203 · 3.6% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- 52468L505 · 3.0% · long · since 2025-06-30
- 37954Y483 · 2.8% · long · since 2025-06-30
- 369604301 · 2.3% · long · since 2025-06-30