Retirement Planning

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

Retirement Planning portfolio companies for June 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SCHB Schwab U S Broad Market ETF 19.10 929803 50.23 49.95
BSV Vanguard Short-Term Bond ETF 15.87 +13.00% 483906 80.19 80.04
IDV iShares Dow Jones EPAC Sel Div Ind 8.38 +4.00% 633406 32.33 33.58
VIG Vanguard Dividend Appreciation ETF 5.70 +4.00% 177398 78.58 80.49
Spdr S&p Emerging Mkts Dividen inx 5.47 +4.00% 408953 32.73 0.00
Schwab Strategic Tr schwab fdt us bm 4.45 +5.00% 366844 29.65 0.00
EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF 3.85 +2.00% 85548 109.91 110.08
Vanguard Malvern Fds strm infproidx 3.64 -5.00% 182710 48.68 0.00
VEA Vanguard Europe Pacific ETF 2.55 -16.00% 157090 39.65 39.04
SCHF Schwab International Equity ETF 2.51 +3.00% 201621 30.47 29.47
SCHC Schwab Intl Small Cap Equity ETF 2.40 +3.00% 187794 31.30 29.37
Schwab Strategic Tr sht tm us tres 2.33 +4.00% 112182 50.71 0.00
Schwab Strategic Tr us aggregate b 2.30 +4.00% 108906 51.73 0.00
DVY iShares Dow Jones Select Dividend 1.61 52343 75.16 76.58
DWX SPDR S&P; International Dividend 1.51 -3.00% 89209 41.46 40.92
VCSH Vanguard Short Term Corporate Bond ETF 1.35 -41.00% 41617 79.58 79.79
SCHE Schwab Emerging Markets Equity ETF 1.21 +3.00% 119903 24.58 23.47
IJR iShares S&P; SmallCap 600 Index 1.05 -6.00% 21797 117.86 113.70
VNQ Vanguard REIT ETF 1.03 -22.00% 33674 74.69 80.84
EWX SPDR S&P; Emerging Markets Small Cap 1.03 +4.00% 55861 45.04 43.88
Vanguard Intl Equity Index F glb ex us etf 0.90 -25.00% 39558 55.46 0.00
VUG Vanguard Growth ETF 0.85 +3.00% 19396 107.03 106.62
Schwab Strategic Tr us reit etf 0.85 +3.00% 56965 36.32 0.00
IVV iShares S&P; 500 Index 0.68 -2.00% 8029 207.25 205.96
SPY SPDR S&P; 500 ETF 0.65 7707 205.79 205.25
IJH iShares S&P; MidCap 400 Index 0.65 10659 150.01 147.14
KSU Kansas City Southern 0.61 -5.00% 16463 91.17 113.81
VWO Vanguard Emerging Markets ETF 0.61 -37.00% 36312 40.87 39.44
IWM iShares Russell 2000 Index 0.55 10712 124.91 119.90
AAPL Apple 0.54 10552 125.47 123.28
STPZ PIMCO 1-5 Year US TIPS Index Fund 0.50 23435 52.23 51.70
IWB iShares Russell 1000 Index 0.43 -2.00% 9158 116.07 114.60
VEU Vanguard FTSE All-World ex-US ETF 0.42 -24.00% 21334 48.56 47.62
IGE iShares S&P; NA Nat. Re. Sc. Idx. Fd 0.37 -24.00% 24810 36.28 36.37
Ishares Inc emrgmkt dividx 0.33 -4.00% 19203 41.40 0.00
IWR iShares Russell Midcap Index Fund 0.32 4574 170.31 169.15
Spdr Index Shs Fds s^p global nat res 0.28 -56.00% 16545 42.07 0.00
EFA iShares MSCI EAFE Index Fund 0.27 -26.00% 10473 63.50 62.56
GXP Great Plains Energy Incorporated 0.26 +5.00% 26370 24.16 25.78
XOM Exxon Mobil Corporation 0.21 6247 83.24 84.57
VTI Vanguard Total Stock Market ETF 0.21 -4.00% 4879 106.99 106.32
IWV iShares Russell 3000 Index 0.18 -2.00% 3482 124.07 122.37
MDY SPDR S&P; MidCap 400 ETF 0.17 -4.00% 1551 273.37 268.26
T AT&T; 0.15 -2.00% 10367 35.50 32.70
PG Procter & Gamble Company 0.15 +3.00% 4706 78.20 81.31
JKHY Jack Henry & Associates 0.14 5213 64.65 65.91
EEM iShares MSCI Emerging Markets Indx 0.13 -83.00% 7818 39.65 38.45
CERN Cerner Corporation 0.13 4467 68.95 69.83
VAL Valspar Corporation 0.13 4000 81.75 85.35
PAA Plains All American Pipeline 0.12 -15.00% 6823 43.53 47.37
IWF iShares Russell 1000 Growth Index 0.12 -31.00% 2874 99.16 97.71
IWD iShares Russell 1000 Value Index 0.10 -29.00% 2305 103.25 101.93
GILD Gilead Sciences 0.10 -30.00% 2100 117.14 99.53
TIP iShares Barclays TIPS Bond Fund 0.10 2156 112.24 111.97
BP BP 0.09 -15.00% 5306 39.95 38.44
BAC Bank of America Corporation 0.09 13458 17.02 15.95
CAT Caterpillar 0.09 -16.00% 2739 84.70 79.57
GE General Electric Company 0.09 +3.00% 8562 26.63 25.35
RWX SPDR DJ International Real Estate ETF 0.08 -10.00% 4813 41.76 42.22

Past 13F-HR SEC Filings for Retirement Planning

View All Filings for Retirement Planning