RETIREMENT PLANNING GROUP, LLC / NY

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Malta, NY
CIK
0002057004
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 65 90,851 QQQ, JEPI, JCE, RWL 13F-HR 2/19/2025 000195175725000272