Retirement Planning

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

Retirement Planning portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SCHB Schwab U S Broad Market ETF 16.20 +6.00% 1012541 45.01 45.37
VCSH Vanguard Short Term Corporate Bond ETF 8.11 +14.00% 285741 79.78 80.07
VEA Vanguard Europe Pacific ETF 7.66 +5.00% 516946 41.68 41.36
VWO Vanguard Emerging Markets ETF 6.64 +7.00% 453826 41.14 41.33
BSV Vanguard Short-Term Bond ETF 5.34 -7.00% 187812 79.93 80.17
Spdr Index Shs Fds s^p global nat res 4.70 +6.00% 262944 50.24 0.00
VIG Vanguard Dividend Appreciation ETF 4.26 -7.00% 159140 75.24 75.63
IDV iShares Dow Jones EPAC Sel Div Ind 4.01 297273 37.94 39.17
Vanguard Malvern Fds strm infproidx 3.53 -7.00% 201099 49.33 0.00
Spdr S&p Emerging Mkts Dividen inx 3.39 +22.00% 244075 39.06 0.00
VNQ Vanguard REIT ETF 2.98 +2.00% 129668 64.56 71.86
Vanguard Intl Equity Index F glb ex us etf 2.90 +5.00% 149673 54.48 0.00
Schwab Strategic Tr us aggregate b 2.72 +10.00% 152126 50.29 0.00
EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF 2.66 -2.00% 69173 108.16 112.16
EEM iShares MSCI Emerging Markets Indx 2.47 166020 41.80 41.65
DVY iShares Dow Jones Select Dividend 1.52 -2.00% 59732 71.35 74.06
SCHF Schwab International Equity ETF 1.47 131527 31.53 31.59
SCHC Schwab Intl Small Cap Equity ETF 1.39 122701 31.92 32.85
IJR iShares S&P; SmallCap 600 Index 1.22 -40.00% 31500 109.14 107.84
MXI iShares S&P; Global Mat. Sector Inde 1.03 46357 62.32 63.11
IJH iShares S&P; MidCap 400 Index 1.01 -41.00% 21163 133.82 135.05
VEU Vanguard FTSE All-World ex-US ETF 0.89 -26.00% 49177 50.74 50.54
SPY SPDR S&P; 500 ETF 0.88 -9.00% 13434 184.68 186.19
EFA iShares MSCI EAFE Index Fund 0.86 -12.00% 36027 67.09 67.25
KSU Kansas City Southern 0.83 18847 123.84 103.87
SCHE Schwab Emerging Markets Equity ETF 0.77 -9.00% 87640 24.60 24.73
IVV iShares S&P; 500 Index 0.72 -29.00% 10895 185.68 187.29
IGE iShares S&P; NA Nat. Re. Sc. Idx. Fd 0.65 42440 43.38 45.73
EWX SPDR S&P; Emerging Markets Small Cap 0.60 36326 46.41 48.00
IWM iShares Russell 2000 Index 0.56 -15.00% 13536 115.40 112.79
VTI Vanguard Total Stock Market ETF 0.55 16027 95.90 96.54
Ishares Inc emrgmkt dividx 0.53 +17.00% 30533 48.77 0.00
Schwab Strategic Tr us reit etf 0.52 -7.00% 47932 30.25 0.00
Ishares Inc emrg mrk lc bd 0.48 +34.00% 27735 48.82 0.00
IWB iShares Russell 1000 Index 0.41 -15.00% 11267 103.13 104.17
AAPL Apple 0.37 -22.00% 1839 561.17 520.88
MDY SPDR S&P; MidCap 400 ETF 0.28 -12.00% 3209 244.31 246.28
ISHARES TR MSCI Small Cap msci small cap 0.25 -60.00% 13925 50.99 0.00
STPZ PIMCO 1-5 Year US TIPS Index Fund 0.25 -54.00% 13215 52.89 53.14
XOM Exxon Mobil Corporation 0.24 -12.00% 6547 101.27 100.40
IWR iShares Russell Midcap Index Fund 0.24 -12.00% 4433 150.01 152.82
GMM SPDR S&P; Emerging Markets 0.23 +67.00% 10137 64.61 64.53
DWX SPDR S&P; International Dividend 0.23 13643 47.42 49.56
Ishares Inc core msci emkt 0.22 -69.00% 12183 49.82 0.00
USB U.S. Ban 0.21 NEW 14500 40.41 40.23
PG Procter & Gamble Company 0.21 +21.00% 7376 81.34 81.66
IWV iShares Russell 3000 Index 0.21 5425 110.60 111.60
GXP Great Plains Energy Incorporated 0.17 19341 24.25 26.90
CERN Cerner Corporation 0.17 +17.00% 8336 55.78 54.10
GSG iShares S&P; GSCI Commodity-Indexed 0.17 14845 32.20 33.65
PAA Plains All American Pipeline 0.16 +93.00% 8494 51.80 56.42
IWF iShares Russell 1000 Growth Index 0.15 -9.00% 4971 85.90 85.67
CAT Caterpillar 0.14 -2.00% 4406 90.79 103.16
TIP iShares Barclays TIPS Bond Fund 0.14 -30.00% 3473 109.99 113.31
IWW iShares Russell 3000 Value Index 0.14 3200 123.44 125.79
T AT&T; 0.12 -4.00% 9825 35.11 36.12
JKHY Jack Henry & Associates 0.12 -2.00% 5874 59.24 55.23
RWX SPDR DJ International Real Estate ETF 0.12 -12.00% 8260 41.16 42.33
BP BP 0.10 -55.00% 5554 48.61 48.66
MMM 3M Company 0.10 -4.00% 2066 140.37 137.63
VAL Valspar Corporation 0.10 4000 71.25 72.00
SCHA Schwab U S Small Cap ETF 0.09 -56.00% 4626 52.53 52.31
GE General Electric Company 0.08 -46.00% 7729 28.08 26.54
VZ Verizon Communications 0.08 -19.00% 4344 49.03 47.60
WIP SPDR DB Int'l Govt Infl Pro Bond 0.08 3960 58.33 60.83
Bk Of America 0.08 -33.00% 14158 15.54 0.00
Sch Us Mid-cap Etf etf 0.08 -58.00% 5992 37.38 0.00
WMT Wal-Mart Stores 0.07 NEW 2542 78.68 77.53
F Ford Motor Company 0.07 -31.00% 13238 15.41 16.04
NVO Novo Nordisk A/S 0.07 NEW 1106 184.45 44.04
Annaly C 0.04 NEW 12687 9.93 0.00
Makism 3d 0.00 NEW 10000 0.80 0.00
Originoil 0.00 NEW 16000 0.19 0.00

Past 13F-HR SEC Filings for Retirement Planning

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