Retirement Planning

Latest statistics and disclosures from Retirement Planning's latest quarterly 13F-HR filing:

Retirement Planning portfolio companies for September 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SCHB Schwab U S Broad Market ETF 19.30 +2.00% 948534 46.38 49.95
BSV Vanguard Short-Term Bond ETF 18.04 +5.00% 511498 80.39 80.04
IDV iShares Dow Jones EPAC Sel Div Ind 8.79 +12.00% 712725 28.13 33.58
VIG Vanguard Dividend Appreciation ETF 5.88 +2.00% 181813 73.74 80.49
Spdr S&p Emerging Mkts Dividen inx 5.66 +26.00% 515758 25.01 0.00
Schwab Strategic Tr schwab fdt us bm 4.68 +7.00% 392697 27.15 0.00
EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF 4.08 +2.00% 87388 106.40 110.08
Vanguard Malvern Fds strm infproidx 3.56 -8.00% 167523 48.38 0.00
VEA Vanguard Europe Pacific ETF 2.53 +3.00% 161870 35.64 39.04
SCHF Schwab International Equity ETF 2.52 +3.00% 209607 27.37 29.47
SCHC Schwab Intl Small Cap Equity ETF 2.41 +2.00% 192543 28.54 29.37
Schwab Strategic Tr sht tm us tres 2.39 -4.00% 107373 50.80 0.00
Schwab Strategic Tr us aggregate b 2.39 -4.00% 104397 52.14 0.00
DVY iShares Dow Jones Select Dividend 1.64 51422 72.75 76.58
DWX SPDR S&P; International Dividend 1.27 -4.00% 85486 33.96 40.92
SCHE Schwab Emerging Markets Equity ETF 1.18 +10.00% 132986 20.22 23.47
EWX SPDR S&P; Emerging Markets Small Cap 1.04 +14.00% 63827 36.97 43.88
IJR iShares S&P; SmallCap 600 Index 0.98 -3.00% 21050 106.56 113.70
Schwab Strategic Tr us reit etf 0.95 +2.00% 58173 37.18 0.00
VCSH Vanguard Short Term Corporate Bond ETF 0.86 -41.00% 24533 79.73 79.79
VUG Vanguard Growth ETF 0.84 19019 100.27 106.62
IVV iShares S&P; 500 Index 0.67 7930 192.69 205.96
KSU Kansas City Southern 0.66 16463 90.87 113.81
IJH iShares S&P; MidCap 400 Index 0.62 -3.00% 10303 136.56 147.14
SPY SPDR S&P; 500 ETF 0.60 -6.00% 7174 191.66 205.25
IWM iShares Russell 2000 Index 0.53 +3.00% 11108 109.20 119.90
AAPL Apple 0.51 10565 110.27 123.28
STPZ PIMCO 1-5 Year US TIPS Index Fund 0.51 -3.00% 22589 51.57 51.70
IWB iShares Russell 1000 Index 0.42 -2.00% 8936 107.09 114.60
VWO Vanguard Emerging Markets ETF 0.42 -19.00% 29222 33.09 39.44
VNQ Vanguard REIT ETF 0.38 -65.00% 11587 75.52 80.84
IWR iShares Russell Midcap Index Fund 0.32 +3.00% 4725 155.56 169.15
VEU Vanguard FTSE All-World ex-US ETF 0.31 -22.00% 16628 42.64 47.62
GXP Great Plains Energy Incorporated 0.29 -8.00% 24063 27.01 25.78
Ishares Inc emrgmkt dividx 0.24 -8.00% 17595 30.86 0.00
VTI Vanguard Total Stock Market ETF 0.22 +4.00% 5088 98.66 106.32
XOM Exxon Mobil Corporation 0.20 6247 74.28 84.57
Vanguard Intl Equity Index F glb ex us etf 0.17 -81.00% 7454 50.98 0.00
JKHY Jack Henry & Associates 0.16 5213 69.63 65.91
IWV iShares Russell 3000 Index 0.16 -7.00% 3232 113.86 122.37
MDY SPDR S&P; MidCap 400 ETF 0.16 -4.00% 1482 248.99 268.26
PG Procter & Gamble Company 0.14 -4.00% 4506 71.90 81.31
VAL Valspar Corporation 0.13 4000 72.00 85.35
EFA iShares MSCI EAFE Index Fund 0.13 -50.00% 5134 57.27 62.56
IGE iShares S&P; NA Nat. Re. Sc. Idx. Fd 0.13 -58.00% 10345 29.00 36.37
T AT&T; 0.12 -21.00% 8092 32.62 32.70
CERN Cerner Corporation 0.12 4467 60.00 69.83
Spdr Index Shs Fds s^p global nat res 0.12 -47.00% 8742 32.49 0.00
IWF iShares Russell 1000 Growth Index 0.11 -8.00% 2635 92.98 97.71
TIP iShares Barclays TIPS Bond Fund 0.10 2156 110.85 111.97
EEM iShares MSCI Emerging Markets Indx 0.09 -22.00% 6093 32.82 38.45
BAC Bank of America Corporation 0.09 13531 15.59 15.95
GE General Electric Company 0.09 -2.00% 8362 25.23 25.35
IWD iShares Russell 1000 Value Index 0.09 2305 93.28 101.93

Past 13F-HR SEC Filings for Retirement Planning

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