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 51.39
BSV Vanguard Short-Term Bond ETF 10.40 421709 79.95 80.19
VCSH Vanguard Short Term Corporate Bond ETF 9.21 +5.00% 375180 79.63 80.01
VEA Vanguard Europe Pacific ETF 7.10 608074 37.88 40.59
IDV iShares Dow Jones EPAC Sel Div Ind 6.09 -10.00% 586701 33.69 35.42
VIG Vanguard Dividend Appreciation ETF 4.33 173034 81.16 83.03
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 41.94
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 83.16
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 109.71 112.26
SCHF Schwab International Equity ETF 1.56 +12.00% 175152 28.91 30.69
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 79.66
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 30.56
IJR iShares S&P; SmallCap 600 Index 0.92 26246 114.07 116.84
IGE iShares S&P; NA Nat. Re. Sc. Idx. Fd 0.80 +77.00% 67869 38.32 38.92
SCHE Schwab Emerging Markets Equity ETF 0.79 +9.00% 107310 23.90 24.96
EEM iShares MSCI Emerging Markets Indx 0.76 -8.00% 62432 39.29 40.77
EFA iShares MSCI EAFE Index Fund 0.73 +33.00% 39060 60.83 65.07
KSU Kansas City Southern 0.69 18362 122.05 116.84
MXI iShares S&P; Global Mat. Sector Inde 0.69 -10.00% 39769 55.90 60.09
EWX SPDR S&P; Emerging Markets Small Cap 0.66 +11.00% 47940 44.35 45.13
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 44.12
IVV iShares S&P; 500 Index 0.59 -3.00% 9229 206.85 212.45
VEU Vanguard FTSE All-World ex-US ETF 0.59 -87.00% 40857 46.87 49.71
IJH iShares S&P; MidCap 400 Index 0.54 -9.00% 12084 144.82 150.86
SPY SPDR S&P; 500 ETF 0.43 -4.00% 6811 205.55 211.33
IWM iShares Russell 2000 Index 0.43 -3.00% 11616 119.66 122.85
VUG Vanguard Growth ETF 0.40 +42.00% 12281 104.39 109.67
STPZ PIMCO 1-5 Year US TIPS Index Fund 0.40 +186.00% 25177 51.71 52.05
AAPL Apple 0.37 +4.00% 10950 110.41 130.41
IWB iShares Russell 1000 Index 0.36 -3.00% 10211 114.58 118.08
IWR iShares Russell Midcap Index Fund 0.24 4652 167.02 173.87
Ishares Inc emrgmkt dividx 0.24 -9.00% 18593 41.84 0.00
GXP Great Plains Energy Incorporated 0.22 NEW 25282 28.40 26.59
PG Procter & Gamble Company 0.20 7244 91.11 85.11
XOM Exxon Mobil Corporation 0.19 6547 92.41 88.94
VTI Vanguard Total Stock Market ETF 0.19 -15.00% 5741 106.08 109.40
MDY SPDR S&P; MidCap 400 ETF 0.16 -20.00% 1925 263.90 274.75
IWV iShares Russell 3000 Index 0.15 4030 122.33 125.85
CERN Cerner Corporation 0.14 +4.00% 7136 64.60 72.78
PAA Plains All American Pipeline 0.13 NEW 8389 51.38 49.91
CAT Caterpillar 0.12 4214 91.60 83.80
VAL Valspar Corporation 0.11 4000 86.50 86.22
T AT&T; 0.10 9837 33.55 34.48
JKHY Jack Henry & Associates 0.10 -11.00% 5213 62.15 65.86
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 16.04
LMT Lockheed Martin Corporation 0.08 1306 192.19 200.66
GSG iShares S&P; GSCI Commodity-Indexed 0.08 -26.00% 11308 21.58 20.78
TIP iShares Barclays TIPS Bond Fund 0.08 -8.00% 2210 112.22 113.86
RWX SPDR DJ International Real Estate ETF 0.08 -2.00% 6006 41.63 44.43
BP BP 0.07 6054 38.16 41.36
MMM 3M Company 0.07 NEW 1372 163.99 169.22
IWF iShares Russell 1000 Growth Index 0.07 -16.00% 2284 95.45 100.60
WIP SPDR DB Int'l Govt Infl Pro Bond 0.07 3700 57.03 55.70
GMM SPDR S&P; Emerging Markets 0.07 NEW 3597 62.83 65.82
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 104.52 102.92
GE General Electric Company 0.06 -67.00% 8245 25.23 25.78

Past 13F-HR SEC Filings for Retirement Planning

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