Retirement Planning

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

Retirement Planning portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SCHB Schwab U S Broad Market ETF 18.87 938663 50.48 49.95
BSV Vanguard Short-Term Bond ETF 13.73 428232 80.52 80.04
IDV iShares Dow Jones EPAC Sel Div Ind 8.12 +3.00% 606145 33.64 33.58
VIG Vanguard Dividend Appreciation ETF 5.46 170423 80.47 80.49
Spdr S&p Emerging Mkts Dividen inx 5.17 +11.00% 389988 33.28 0.00
Schwab Strategic Tr schwab fdt us bm 4.18 +8.00% 349173 30.05 0.00
Vanguard Malvern Fds strm infproidx 3.75 -11.00% 194258 48.46 0.00
EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF 3.74 +10.00% 83763 112.11 110.08
VEA Vanguard Europe Pacific ETF 2.98 -69.00% 187950 39.83 39.04
SCHF Schwab International Equity ETF 2.34 +10.00% 194347 30.23 29.47
VCSH Vanguard Short Term Corporate Bond ETF 2.26 -81.00% 70868 80.21 79.79
Schwab Strategic Tr us aggregate b 2.20 +11.00% 104622 52.91 0.00
SCHC Schwab Intl Small Cap Equity ETF 2.18 +11.00% 181679 30.16 29.37
Schwab Strategic Tr sht tm us tres 2.17 +13.00% 107293 50.75 0.00
DVY iShares Dow Jones Select Dividend 1.64 -13.00% 52773 77.94 76.58
DWX SPDR S&P; International Dividend 1.54 +90.00% 92264 41.92 40.92
VNQ Vanguard REIT ETF 1.45 -66.00% 43217 84.32 80.84
Vanguard Intl Equity Index F glb ex us etf 1.19 -68.00% 52887 56.27 0.00
SCHE Schwab Emerging Markets Equity ETF 1.12 +7.00% 115610 24.36 23.47
IJR iShares S&P; SmallCap 600 Index 1.09 -11.00% 23202 118.05 113.70
EWX SPDR S&P; Emerging Markets Small Cap 0.96 +11.00% 53586 44.75 43.88
VWO Vanguard Emerging Markets ETF 0.95 -80.00% 58407 40.87 39.44
Schwab Strategic Tr us reit etf 0.89 +3.00% 55045 40.55 0.00
VUG Vanguard Growth ETF 0.78 +52.00% 18779 104.58 106.62
EEM iShares MSCI Emerging Markets Indx 0.74 -26.00% 46030 40.13 38.45
KSU Kansas City Southern 0.71 -4.00% 17463 102.10 113.81
IVV iShares S&P; 500 Index 0.69 -10.00% 8274 207.88 205.96
IJH iShares S&P; MidCap 400 Index 0.65 -11.00% 10675 151.94 147.14
Spdr Index Shs Fds s^p global nat res 0.65 -87.00% 38147 42.94 0.00
SPY SPDR S&P; 500 ETF 0.64 +13.00% 7745 206.46 205.25
VEU Vanguard FTSE All-World ex-US ETF 0.55 -31.00% 28087 48.74 47.62
IWM iShares Russell 2000 Index 0.53 -7.00% 10711 124.36 119.90
AAPL Apple 0.52 -4.00% 10506 124.41 123.28
IGE iShares S&P; NA Nat. Re. Sc. Idx. Fd 0.49 -51.00% 32949 37.54 36.37
STPZ PIMCO 1-5 Year US TIPS Index Fund 0.49 -6.00% 23516 51.88 51.70
IWB iShares Russell 1000 Index 0.43 -7.00% 9413 115.80 114.60
EFA iShares MSCI EAFE Index Fund 0.36 -63.00% 14225 64.18 62.56
Ishares Inc emrgmkt dividx 0.33 +8.00% 20120 41.20 0.00
IWR iShares Russell Midcap Index Fund 0.32 4590 173.20 169.15
GXP Great Plains Energy Incorporated 0.27 25114 26.68 25.78
VTI Vanguard Total Stock Market ETF 0.22 -11.00% 5092 107.23 106.32
XOM Exxon Mobil Corporation 0.21 -4.00% 6247 85.00 84.57
IWV iShares Russell 3000 Index 0.18 -11.00% 3582 123.95 122.37
MDY SPDR S&P; MidCap 400 ETF 0.18 -15.00% 1625 277.54 268.26
IWF iShares Russell 1000 Growth Index 0.17 +84.00% 4218 98.86 97.71
PAA Plains All American Pipeline 0.16 -4.00% 8040 48.76 47.37
PG Procter & Gamble Company 0.15 -37.00% 4556 81.87 81.31
T AT&T; 0.14 +7.00% 10592 32.67 32.70
IWD iShares Russell 1000 Value Index 0.14 NEW 3290 103.04 101.93
JKHY Jack Henry & Associates 0.14 5213 69.83 65.91
CERN Cerner Corporation 0.13 -37.00% 4467 73.20 69.83
VAL Valspar Corporation 0.13 4000 84.00 85.35
GILD Gilead Sciences 0.12 NEW 3000 98.00 99.53
BP BP 0.10 +3.00% 6254 39.17 38.44
CAT Caterpillar 0.10 -22.00% 3270 80.12 79.57
TIP iShares Barclays TIPS Bond Fund 0.10 -2.00% 2156 113.64 111.97
MMM 3M Company 0.09 1371 164.84 162.72
RWX SPDR DJ International Real Estate ETF 0.09 -10.00% 5377 43.33 42.22
ISHARES TR MSCI Small Cap msci small cap 0.09 -24.00% 4452 49.42 0.00
BAC Bank of America Corporation 0.08 -4.00% 13458 15.38 15.95
Canadian Natl Ry 0.08 3000 67.00 0.00
GE General Electric Company 0.08 8254 24.84 25.35

Past 13F-HR SEC Filings for Retirement Planning

View All Filings for Retirement Planning