Retirement Planning

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

Retirement Planning portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SCHB Schwab U S Broad Market ETF 14.43 939067 49.82 49.95
BSV Vanguard Short-Term Bond ETF 10.40 421709 79.95 80.04
VCSH Vanguard Short Term Corporate Bond ETF 9.21 +5.00% 375180 79.63 79.79
VEA Vanguard Europe Pacific ETF 7.10 608074 37.88 39.04
IDV iShares Dow Jones EPAC Sel Div Ind 6.09 -10.00% 586701 33.69 33.58
VIG Vanguard Dividend Appreciation ETF 4.33 173034 81.16 80.49
Spdr Index Shs Fds s^p global nat res 4.03 297103 44.00 0.00
Spdr S&p Emerging Mkts Dividen inx 3.68 +6.00% 349665 34.11 0.00
VWO Vanguard Emerging Markets ETF 3.65 NEW 296194 40.02 39.44
Vanguard Malvern Fds strm infproidx 3.26 -7.00% 219424 48.24 0.00
VNQ Vanguard REIT ETF 3.24 -2.00% 129598 81.00 80.84
Schwab Strategic Tr schwab fdt us bm 2.98 +9.00% 320986 30.09 0.00
Vanguard Intl Equity Index F glb ex us etf 2.76 167088 53.52 0.00
EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF 2.57 +11.00% 76113 109.71 110.08
SCHF Schwab International Equity ETF 1.56 +12.00% 175152 28.91 29.47
Schwab Strategic Tr us aggregate b 1.51 +5.00% 93808 52.36 0.00
DVY iShares Dow Jones Select Dividend 1.50 61199 79.40 76.58
Schwab Strategic Tr sht tm us tres 1.47 +12.00% 94253 50.58 0.00
SCHC Schwab Intl Small Cap Equity ETF 1.44 +13.00% 162337 28.85 29.37
IJR iShares S&P; SmallCap 600 Index 0.92 26246 114.07 113.70
IGE iShares S&P; NA Nat. Re. Sc. Idx. Fd 0.80 +77.00% 67869 38.32 36.37
SCHE Schwab Emerging Markets Equity ETF 0.79 +9.00% 107310 23.90 23.47
EEM iShares MSCI Emerging Markets Indx 0.76 -8.00% 62432 39.29 38.45
EFA iShares MSCI EAFE Index Fund 0.73 +33.00% 39060 60.83 62.56
KSU Kansas City Southern 0.69 18362 122.05 113.81
MXI iShares S&P; Global Mat. Sector Inde 0.69 -10.00% 39769 55.90 56.79
EWX SPDR S&P; Emerging Markets Small Cap 0.66 +11.00% 47940 44.35 43.88
Schwab Strategic Tr us reit etf 0.64 +3.00% 53370 38.95 0.00
DWX SPDR S&P; International Dividend 0.63 +275.00% 48509 42.01 40.92
IVV iShares S&P; 500 Index 0.59 -3.00% 9229 206.85 205.96
VEU Vanguard FTSE All-World ex-US ETF 0.59 -87.00% 40857 46.87 47.62
IJH iShares S&P; MidCap 400 Index 0.54 -9.00% 12084 144.82 147.14
SPY SPDR S&P; 500 ETF 0.43 -4.00% 6811 205.55 205.25
IWM iShares Russell 2000 Index 0.43 -3.00% 11616 119.66 119.90
VUG Vanguard Growth ETF 0.40 +42.00% 12281 104.39 106.62
STPZ PIMCO 1-5 Year US TIPS Index Fund 0.40 +186.00% 25177 51.71 51.70
AAPL Apple 0.37 +4.00% 10950 110.41 123.28
IWB iShares Russell 1000 Index 0.36 -3.00% 10211 114.58 114.60
IWR iShares Russell Midcap Index Fund 0.24 4652 167.02 169.15
Ishares Inc emrgmkt dividx 0.24 -9.00% 18593 41.84 0.00
GXP Great Plains Energy Incorporated 0.22 NEW 25282 28.40 25.78
PG Procter & Gamble Company 0.20 7244 91.11 81.31
XOM Exxon Mobil Corporation 0.19 6547 92.41 84.57
VTI Vanguard Total Stock Market ETF 0.19 -15.00% 5741 106.08 106.32
MDY SPDR S&P; MidCap 400 ETF 0.16 -20.00% 1925 263.90 268.26
IWV iShares Russell 3000 Index 0.15 4030 122.33 122.37
CERN Cerner Corporation 0.14 +4.00% 7136 64.60 69.83
PAA Plains All American Pipeline 0.13 NEW 8389 51.38 47.37
CAT Caterpillar 0.12 4214 91.60 79.57
VAL Valspar Corporation 0.11 4000 86.50 85.35
T AT&T; 0.10 9837 33.55 32.70
JKHY Jack Henry & Associates 0.10 -11.00% 5213 62.15 65.91
ISHARES TR MSCI Small Cap msci small cap 0.09 -31.00% 5924 46.76 0.00
BAC Bank of America Corporation 0.08 14108 17.86 15.95
LMT Lockheed Martin Corporation 0.08 1306 192.19 197.87
GSG iShares S&P; GSCI Commodity-Indexed 0.08 -26.00% 11308 21.58 19.89
TIP iShares Barclays TIPS Bond Fund 0.08 -8.00% 2210 112.22 111.97
RWX SPDR DJ International Real Estate ETF 0.08 -2.00% 6006 41.63 42.22
BP BP 0.07 6054 38.16 38.44
MMM 3M Company 0.07 NEW 1372 163.99 162.72
IWF iShares Russell 1000 Growth Index 0.07 -16.00% 2284 95.45 97.71
WIP SPDR DB Int'l Govt Infl Pro Bond 0.07 3700 57.03 53.47
GMM SPDR S&P; Emerging Markets 0.07 NEW 3597 62.83 62.02
Ishares Inc core msci emkt 0.07 -32.00% 5027 46.95 0.00
Canadian Natl Ry 0.06 3000 69.00 0.00
JNJ Johnson & Johnson 0.06 1923 104.52 98.55
GE General Electric Company 0.06 -67.00% 8245 25.23 25.35

Past 13F-HR SEC Filings for Retirement Planning

View All Filings for Retirement Planning