Retirement Planning

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

Retirement Planning portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SCHB Schwab U S Broad Market ETF 13.98 947627 45.71 48.30
VCSH Vanguard Short Term Corporate Bond ETF 8.86 343032 79.98 79.92
BSV Vanguard Short-Term Bond ETF 8.66 -18.00% 335062 80.09 80.02
IDV iShares Dow Jones EPAC Sel Div Ind 7.65 -2.00% 613484 38.64 37.25
VEA Vanguard Europe Pacific ETF 7.61 -2.00% 571611 41.27 41.05
Spdr Index Shs Fds s^p global nat res 4.66 286520 50.34 0.00
VIG Vanguard Dividend Appreciation ETF 4.15 170741 75.23 78.13
VWO Vanguard Emerging Markets ETF 3.86 NEW 294879 40.58 44.70
Spdr S&p Emerging Mkts Dividen inx 3.83 311769 38.08 0.00
Vanguard Malvern Fds strm infproidx 3.32 208616 49.33 0.00
VNQ Vanguard REIT ETF 2.98 130913 70.62 74.08
Vanguard Intl Equity Index F glb ex us etf 2.83 161967 54.07 0.00
EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF 2.47 68732 111.42 113.51
Schwab Strategic Tr schwab fdt us bm 1.88 -11.00% 210030 27.78 0.00
DVY iShares Dow Jones Select Dividend 1.50 63437 73.32 75.87
SCHF Schwab International Equity ETF 1.44 -5.00% 141853 31.50 31.88
Schwab Strategic Tr us aggregate b 1.42 86343 51.13 0.00
SCHC Schwab Intl Small Cap Equity ETF 1.39 -5.00% 130148 33.01 32.19
Schwab Strategic Tr sht tm us tres 1.16 -10.00% 71245 50.54 0.00
IJR iShares S&P; SmallCap 600 Index 1.11 +2.00% 31168 110.15 107.98
EEM iShares MSCI Emerging Markets Indx 0.99 +7.00% 74480 41.00 43.80
MXI iShares S&P; Global Mat. Sector Inde 0.92 45703 62.38 62.08
IJH iShares S&P; MidCap 400 Index 0.90 +3.00% 20312 137.46 141.75
SPY SPDR S&P; 500 ETF 0.78 +9.00% 12946 187.01 199.65
SCHE Schwab Emerging Markets Equity ETF 0.76 -2.00% 96324 24.33 26.82
EFA iShares MSCI EAFE Index Fund 0.75 +11.00% 34747 67.20 65.64
VEU Vanguard FTSE All-World ex-US ETF 0.75 -86.00% 45951 50.31 51.24
IVV iShares S&P; 500 Index 0.65 +7.00% 10737 188.13 200.59
KSU Kansas City Southern 0.62 18847 102.09 114.90
EWX SPDR S&P; Emerging Markets Small Cap 0.61 -5.00% 39959 47.45 49.83
IGE iShares S&P; NA Nat. Re. Sc. Idx. Fd 0.58 +3.00% 40685 44.32 47.14
Schwab Strategic Tr us reit etf 0.52 -4.00% 48703 33.12 0.00
VTI Vanguard Total Stock Market ETF 0.51 16200 97.47 103.20
IWM iShares Russell 2000 Index 0.49 +8.00% 13168 116.34 113.87
Ishares Inc emrgmkt dividx 0.42 +29.00% 27515 47.68 0.00
IWB iShares Russell 1000 Index 0.37 10807 104.75 111.38
Apple Computer 0.32 NEW 1858 537.14 0.00
Ishares Inc emrg mrk lc bd 0.28 +2.00% 17671 49.69 0.00
MDY SPDR S&P; MidCap 400 ETF 0.24 +17.00% 2944 250.68 258.13
IWR iShares Russell Midcap Index Fund 0.22 -2.00% 4497 154.77 162.12
ISHARES TR MSCI Small Cap msci small cap 0.22 +3.00% 12906 52.22 0.00
XOM Exxon Mobil Corporation 0.21 6547 97.75 97.46
GXP Great Plains Energy Incorporated 0.21 NEW 23828 27.03 25.08
STPZ PIMCO 1-5 Year US TIPS Index Fund 0.21 +13.00% 12166 52.93 52.84
DWX SPDR S&P; International Dividend 0.21 13339 48.58 48.18
PG Procter & Gamble Company 0.19 +3.00% 7377 80.66 84.13
IWV iShares Russell 3000 Index 0.17 +14.00% 4619 112.36 118.55
GSG iShares S&P; GSCI Commodity-Indexed 0.17 15634 32.94 30.23
Ishares Inc core msci emkt 0.17 +4.00% 10644 49.04 0.00
PAA Plains All American Pipeline 0.16 8839 55.10 57.97
CERN Cerner Corporation 0.15 8336 56.26 58.60
CAT Caterpillar 0.14 4410 99.32 104.74
IWF iShares Russell 1000 Growth Index 0.14 +16.00% 4971 86.50 92.26
IWW iShares Russell 3000 Value Index 0.13 3200 126.25 131.04
T AT&T; 0.11 -2.00% 10066 35.07 34.94
JKHY Jack Henry & Associates 0.11 5874 55.84 57.51
VAL Valspar Corporation 0.09 4000 72.00 79.85
Bp Plc-spons 0.09 NEW 5648 48.16 0.00
RWX SPDR DJ International Real Estate ETF 0.09 +7.00% 6757 41.14 42.76
TIP iShares Barclays TIPS Bond Fund 0.08 2221 112.11 112.76
GMM SPDR S&P; Emerging Markets 0.08 +7.00% 3674 63.42 68.94
Bk Of America 0.08 NEW 14158 17.23 0.00
GE General Electric Company 0.07 -76.00% 8215 25.93 26.02
F Ford Motor Company 0.07 +61.00% 13249 15.62 16.39
WIP SPDR DB Int'l Govt Infl Pro Bond 0.07 3700 60.00 59.64
SCHA Schwab U S Small Cap ETF 0.07 -7.00% 3927 53.48 53.37
Sch Us Mid-cap Etf etf 0.07 +2.00% 5670 38.62 0.00

Past 13F-HR SEC Filings for Retirement Planning

View All Filings for Retirement Planning