Retirement Planning

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

Retirement Planning portfolio companies for March 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Schwab U S Broad Market ETF (SCHB) 20.29 1.16M +5.00% 49.28 49.95
Vanguard Short-Term Bond ETF (BSV) 11.45 401182 -4.00% 80.63 80.04
Vanguard Dividend Appreciation ETF (VIG) 9.83 341548 +5.00% 81.25 80.49
iShares Dow Jones EPAC Sel Div Ind (IDV) 8.78 855705 +4.00% 28.99 33.58
Vanguard Total Bond Market ETF (BND) 8.45 288201 +3.00% 82.80 82.52
Vanguard Charlotte Fds intl bd idx etf 5.24 271150 +4.00% 54.54 0.00
Schwab Strategic Tr schwab fdt us bm 4.49 432663 +5.00% 29.34 0.00
Vanguard Emerging Markets ETF (VWO) 3.16 258434 +7.00% 34.58 39.44
iShares Dow Jones Select Dividend (DVY) 2.79 96371 81.67 76.58
Vanguard Malvern Fds strm infproidx 2.63 151257 -5.00% 49.13 0.00
Schwab International Equity ETF (SCHF) 2.32 241604 +7.00% 27.11 29.47
Schwab Intl Small Cap Equity ETF (SCHC) 2.21 215551 +7.00% 28.95 29.37
Schwab Strategic Tr us aggregate b 2.02 108224 52.82 0.00
Schwab Strategic Tr sht tm us tres 2.01 111568 50.80 0.00
Vanguard Europe Pacific ETF (VEA) 1.91 150459 -2.00% 35.88 39.04
Schwab Emerging Markets Equity ETF (SCHE) 1.22 166400 +12.00% 20.77 23.47
SPDR S&P; Emerging Markets Small Cap (EWX) 1.02 73925 +8.00% 38.90 43.88
Schwab Strategic Tr us reit etf 0.90 61292 +2.00% 41.39 0.00
iShares S&P; SmallCap 600 Index (IJR) 0.81 20265 -3.00% 112.56 113.70
Vanguard Growth ETF (VUG) 0.72 19004 -3.00% 106.45 106.62
iShares S&P; 500 Index (IVV) 0.58 7927 206.64 205.96
iShares S&P; MidCap 400 Index (IJH) 0.54 10526 144.21 147.14
SPDR S&P; 500 ETF (SPY) 0.52 7080 205.51 205.25
Kansas City Southern (KSU) 0.49 16163 85.44 113.81
Vanguard FTSE All-World ex-US ETF (VEU) 0.47 31004 -3.00% 43.16 47.62
iShares Russell 2000 Index (IWM) 0.45 11453 110.63 119.90
Apple (AAPL) 0.40 10408 -17.00% 108.95 123.28
iShares Russell 1000 Index (IWB) 0.36 8928 114.02 114.60
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.33 17595 -5.00% 52.34 51.70
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.32 8242 -26.00% 110.41 110.08
iShares Russell Midcap Index Fund (IWR) 0.27 4724 -4.00% 163.00 169.15
Great Plains Energy Incorporated (GXP) 0.24 21098 -7.00% 32.23 25.78
SPDR S&P; International Dividend (DWX) 0.22 18109 -10.00% 35.07 40.92
Vanguard REIT ETF (VNQ) 0.19 6362 -18.00% 83.78 80.84
Spdr S&p Emerging Mkts Dividen inx 0.19 20293 -47.00% 26.76 0.00
Vanguard Total Stock Market ETF (VTI) 0.18 4830 -5.00% 104.76 106.32
Exxon Mobil Corporation (XOM) 0.16 5447 83.53 84.57
Jack Henry & Associates (JKHY) 0.16 5213 84.60 65.91
Spdr Index Shs Fds s^p global nat res 0.16 12925 -7.00% 34.97 0.00
iShares Russell 3000 Index (IWV) 0.14 3232 120.98 122.37
SPDR S&P; MidCap 400 ETF (MDY) 0.13 1357 -8.00% 263.08 268.26
AT&T; (T) 0.11 7695 +7.00% 39.12 32.70
Valspar Corporation (VAL) 0.11 3000 -25.00% 107.00 85.35
Procter & Gamble Company (PG) 0.11 3922 +46.00% 82.36 81.31
iShares Russell 1000 Growth Index (IWF) 0.09 2576 -2.00% 99.77 97.71
iShares Barclays TIPS Bond Fund (TIP) 0.09 2156 114.56 111.97
Vanguard Short Term Corporate Bond ETF (VCSH) 0.09 3029 -55.00% 79.89 79.79
Alphabet Inc Class C cs 0.09 330 745.45 0.00
Berkshire Hathaway (BRK.B) 0.08 1493 NEW 142.00 0.00
Cerner Corporation (CERN) 0.08 4467 53.06 69.83
Westar Energy (WR) 0.08 4418 NEW 49.57 36.94
Vanguard Intl Equity Index F glb ex us etf 0.08 4326 -15.00% 53.40 0.00
General Electric Company (GE) 0.07 6402 NEW 31.87 25.35
iShares Russell 1000 Value Index (IWD) 0.07 2084 -9.00% 98.85 101.93
Bank of America Corporation (BAC) 0.05 11031 -18.00% 13.51 15.95
W&T; Offshore (WTI) 0.05 70000 +250.00% 2.19 5.65

Past 13F-HR SEC Filings for Retirement Planning

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