The Retirement Planning Group, Inc.

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

Retirement Planning portfolio companies for December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Schwab U S Broad Market ETF (SCHB) 22.36 1.29M 54.18 57.81
Vanguard Short-Term Bond ETF (BSV) 9.88 388777 -14.00% 79.45 79.81
Vanguard Dividend Appreciation ETF (VIG) 9.40 345086 85.18 91.49
iShares Dow Jones EPAC Sel Div Ind (IDV) 8.17 864194 29.56 32.04
Vanguard Total Bond Market ETF (BND) 6.87 265826 -15.00% 80.79 81.32
Schwab Strategic Tr schwab fdt us bm 5.33 511856 32.54 0.00
Vanguard Charlotte Fds intl bd idx etf 5.26 303178 +2.00% 54.29 0.00
Vanguard Emerging Markets ETF (VWO) 4.52 395426 -4.00% 35.78 40.45
Schwab Strategic Tr sht tm us tres 3.68 228263 +83.00% 50.42 0.00
Schwab International Equity ETF (SCHF) 3.52 398096 +54.00% 27.68 30.64
Schwab Strategic Tr us aggregate b 3.43 208368 +79.00% 51.50 0.00
iShares Dow Jones Select Dividend (DVY) 2.51 88695 88.57 92.67
Vanguard Malvern Fds strm infproidx 2.18 138973 -3.00% 49.16 0.00
Schwab Intl Small Cap Equity ETF (SCHC) 1.66 178706 29.10 32.23
Schwab Emerging Markets Equity ETF (SCHE) 1.47 213131 +21.00% 21.56 24.51
Vanguard Europe Pacific ETF (VEA) 1.29 110153 36.54 40.29
Schwab Strategic Tr us reit etf 1.00 75966 +6.00% 41.04 0.00
iShares S&P; SmallCap 600 Index (IJR) 0.87 19778 -2.00% 137.53 70.34
iShares S&P; MidCap 400 Index (IJH) 0.58 10896 165.38 174.13
iShares S&P; 500 Index (IVV) 0.53 7406 224.95 240.05
Kansas City Southern (KSU) 0.44 16163 84.82 90.36
SPDR S&P; 500 ETF (SPY) 0.39 5456 -15.00% 223.61 238.55
Apple (AAPL) 0.37 9997 -4.00% 115.83 144.53
iShares Russell 2000 Index (IWM) 0.37 8596 -2.00% 134.83 140.27
SPDR S&P; International Dividend (DWX) 0.36 31146 -36.00% 36.06 38.80
Vanguard FTSE All-World ex-US ETF (VEU) 0.35 24942 -12.00% 44.18 49.01
Vanguard Growth ETF (VUG) 0.28 7753 +3.00% 111.44 123.99
iShares Russell 1000 Index (IWB) 0.24 6133 124.41 132.88
Great Plains Energy Incorporated (GXP) 0.22 24655 27.34 29.59
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.22 13379 52.47 52.64
iShares Russell Midcap Index Fund (IWR) 0.17 2932 178.72 189.91
Exxon Mobil Corporation (XOM) 0.16 5372 90.28 81.73
Jack Henry & Associates (JKHY) 0.15 5213 88.82 96.63
Vanguard Total Stock Market ETF (VTI) 0.15 4153 115.34 122.87
iShares Russell 3000 Index (IWV) 0.14 3232 133.04 141.67
Vanguard REIT ETF (VNQ) 0.13 4734 -4.00% 82.59 84.51
SPDR S&P; MidCap 400 ETF (MDY) 0.12 1248 302.08 317.75
AT&T; (T) 0.11 8328 -4.00% 42.51 39.94
Schwab Strategic Tr us dividend eq 0.11 8069 43.62 0.00
Procter & Gamble Company (PG) 0.10 3872 84.19 90.00
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.09 2501 -6.00% 110.36 114.60
Bank of America Corporation (BAC) 0.08 11157 22.14 23.98
Westar Energy (WR) 0.08 4491 56.33 51.96
iShares Barclays TIPS Bond Fund (TIP) 0.08 2156 113.17 114.50
Alphabet Inc Class C cs 0.08 330 772.73 0.00
Berkshire Hathaway (BRK.B) 0.07 1358 -9.00% 162.74 0.00
Cerner Corporation (CERN) 0.07 4787 47.42 59.45
Valspar Corporation (VAL) 0.07 2000 103.50 112.45
iShares Russell 1000 Value Index (IWD) 0.07 1881 NEW 112.17 115.61
W&T; Offshore (WTI) 0.07 80000 2.78 2.07
iShares Russell 1000 Growth Index (IWF) 0.07 2209 -13.00% 105.02 115.90
Gaming & Leisure Pptys 0.07 7593 NEW 30.55 0.00

Past 13F-HR SEC Filings for Retirement Planning

View All Filings