Retirement Planning

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

Retirement Planning portfolio companies for December 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SCHB Schwab U S Broad Market ETF 19.98 +16.00% 1102833 49.04 49.95
BSV Vanguard Short-Term Bond ETF 12.33 -17.00% 419518 79.57 80.04
VIG Vanguard Dividend Appreciation ETF 9.33 +78.00% 324572 77.76 80.49
IDV iShares Dow Jones EPAC Sel Div Ind 8.71 +15.00% 821389 28.71 33.58
BND Vanguard Total Bond Market ETF 8.33 NEW 279163 80.76 82.52
Vanguard Charlotte Fds intl bd idx etf 5.08 NEW 260003 52.88 0.00
Schwab Strategic Tr schwab fdt us bm 4.34 +4.00% 411375 28.54 0.00
VWO Vanguard Emerging Markets ETF 2.91 +724.00% 240966 32.71 39.44
Vanguard Malvern Fds strm infproidx 2.86 -4.00% 160033 48.35 0.00
DVY iShares Dow Jones Select Dividend 2.69 +88.00% 96945 75.15 76.58
SCHF Schwab International Equity ETF 2.30 +7.00% 225616 27.56 29.47
SCHC Schwab Intl Small Cap Equity ETF 2.14 +4.00% 201081 28.83 29.37
VEA Vanguard Europe Pacific ETF 2.10 -4.00% 154602 36.72 39.04
Schwab Strategic Tr sht tm us tres 2.08 +4.00% 111748 50.44 0.00
Schwab Strategic Tr us aggregate b 2.07 +4.00% 109037 51.50 0.00
SCHE Schwab Emerging Markets Equity ETF 1.06 +10.00% 147545 19.51 23.47
EWX SPDR S&P; Emerging Markets Small Cap 0.95 +6.00% 68065 37.71 43.88
Schwab Strategic Tr us reit etf 0.88 +2.00% 59833 39.64 0.00
IJR iShares S&P; SmallCap 600 Index 0.85 21004 110.12 113.70
VUG Vanguard Growth ETF 0.77 +3.00% 19628 106.38 106.62
IVV iShares S&P; 500 Index 0.61 7996 204.85 205.96
IJH iShares S&P; MidCap 400 Index 0.54 10500 139.33 147.14
SPY SPDR S&P; 500 ETF 0.53 7079 203.84 205.25
VEU Vanguard FTSE All-World ex-US ETF 0.51 +92.00% 31978 43.40 47.62
AAPL Apple 0.49 +19.00% 12636 105.25 123.28
IWM iShares Russell 2000 Index 0.48 +3.00% 11473 112.61 119.90
KSU Kansas City Southern 0.45 16463 74.65 113.81
EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF 0.44 -87.00% 11242 105.76 110.08
IWB iShares Russell 1000 Index 0.38 9081 113.31 114.60
STPZ PIMCO 1-5 Year US TIPS Index Fund 0.35 -17.00% 18628 51.32 51.70
Spdr S&p Emerging Mkts Dividen inx 0.34 -92.00% 38545 23.71 0.00
IWR iShares Russell Midcap Index Fund 0.29 +4.00% 4954 160.07 169.15
DWX SPDR S&P; International Dividend 0.25 -76.00% 20331 33.35 40.92
GXP Great Plains Energy Incorporated 0.23 -5.00% 22855 27.30 25.78
VNQ Vanguard REIT ETF 0.23 -32.00% 7797 79.77 80.84
VTI Vanguard Total Stock Market ETF 0.20 5088 104.36 106.32
VCSH Vanguard Short Term Corporate Bond ETF 0.20 -72.00% 6770 79.03 79.79
Spdr Index Shs Fds s^p global nat res 0.17 +59.00% 13924 32.10 0.00
XOM Exxon Mobil Corporation 0.16 -12.00% 5447 78.02 84.57
JKHY Jack Henry & Associates 0.15 5213 78.07 65.91
IWV iShares Russell 3000 Index 0.14 3232 120.36 122.37
MDY SPDR S&P; MidCap 400 ETF 0.14 1482 253.71 268.26
VAL Valspar Corporation 0.12 4000 83.00 85.35
CERN Cerner Corporation 0.10 4467 60.22 69.83
IWF iShares Russell 1000 Growth Index 0.10 2635 99.43 97.71
Vanguard Intl Equity Index F glb ex us etf 0.10 -31.00% 5120 51.17 0.00
T AT&T; 0.09 -11.00% 7188 34.36 32.70
TIP iShares Barclays TIPS Bond Fund 0.09 2156 109.46 111.97
Alphabet Inc Class C cs 0.09 NEW 325 760.00 0.00
BAC Bank of America Corporation 0.08 13531 16.85 15.95
PG Procter & Gamble Company 0.08 -40.00% 2672 79.34 81.31
IWD iShares Russell 1000 Value Index 0.08 2306 98.01 101.93
WTI W&T; Offshore 0.02 NEW 20000 2.30 5.65
Nuverra Environmental Soluti 0.00 NEW 10000 0.50 0.00

Past 13F-HR SEC Filings for Retirement Planning

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