Retirement Planning

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

Companies in the Retirement Planning portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab U S Broad Market ETF (SCHB) 23.51 1.35M +3% 60.91
Vanguard Total Bond Market ETF (BND) 17.56 750846 +5% 81.96
Schwab International Equity ETF (SCHF) 11.69 1.22M +4% 33.47
Vanguard Dividend Appreciation ETF (VIG) 9.77 361309 +4% 94.79
Vanguard Short-Term Bond ETF (BSV) 6.53 286538 +4% 79.82
Schwab Strategic Tr schwab fdt us bm 5.55 554513 +4% 35.06
Vanguard Emerging Markets ETF (VWO) 4.99 401365 43.57
Schwab Strategic Tr us aggregate b 4.64 310904 52.36
iShares Dow Jones Select Dividend (DVY) 2.20 82180 -3% 93.65
Schwab Intl Small Cap Equity ETF (SCHC) 1.96 191943 +2% 35.82
Schwab Emerging Markets Equity ETF (SCHE) 1.75 227882 26.91
Vanguard Europe Pacific ETF (VEA) 1.09 88053 -12% 43.41
Schwab Strategic Tr us reit etf 1.01 86360 +4% 41.13
Schwab Strategic Tr sht tm us tres 0.87 60319 -41% 50.40
iShares S&P; SmallCap 600 Index (IJR) 0.67 31691 -3% 74.22
iShares S&P; 500 Index (IVV) 0.52 7228 252.91
Kansas City Southern (KSU) 0.50 16163 108.71
iShares S&P; MidCap 400 Index (IJH) 0.50 9864 -3% 178.93
Apple (AAPL) 0.36 8076 154.16
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.36 37445 -18% 33.76
SPDR S&P; 500 ETF (SPY) 0.35 4884 251.23
iShares Russell 2000 Index (IWM) 0.31 7282 -2% 148.17
Vanguard FTSE All-World ex-US ETF (VEU) 0.31 20908 52.71
Vanguard Growth ETF (VUG) 0.26 6794 132.76
Cerner Corporation (CERN) 0.25 12240 71.32
Great Plains Energy Incorporated (GXP) 0.22 25234 30.32
iShares Russell 1000 Index (IWB) 0.22 5448 139.87
Vanguard Charlotte Fds intl bd idx etf 0.20 13117 -20% 54.59
iShares Russell Midcap Index Fund (IWR) 0.16 2794 197.21
Jack Henry & Associates (JKHY) 0.15 5213 102.82
iShares Russell 3000 Index (IWV) 0.14 3232 149.13
Exxon Mobil Corporation (XOM) 0.13 5472 82.05
SPDR S&P; MidCap 400 ETF (MDY) 0.11 1195 326.36
Vanguard Total Stock Market ETF (VTI) 0.11 3109 -2% 129.62
Vanguard REIT ETF (VNQ) 0.11 4441 -3% 83.09
Procter & Gamble Company (PG) 0.10 3672 90.96
SPDR S&P; International Dividend (DWX) 0.10 8293 -16% 40.40
AT&T; (T) 0.09 7796 -12% 39.12
iShares Russell 1000 Growth Index (IWF) 0.09 2471 125.05
Schwab Strategic Tr us dividend eq 0.09 6911 46.74
iShares Russell 1000 Value Index (IWD) 0.08 2246 -5% 118.43
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.08 2474 116.41
Berkshire Hathaway (BRK.B) 0.07 1388 -2% 183.00
iShares Barclays TIPS Bond Fund (TIP) 0.07 2156 113.64
Bank of America Corporation (BAC) 0.06 8758 -22% 25.35
Westar Energy (WR) 0.06 4567 49.70
W&T; Offshore (WTI) 0.05 60000 3.05

Past 13F-HR SEC Filings by Retirement Planning

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