Retirement Planning

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

Retirement Planning portfolio companies for June 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Schwab U S Broad Market ETF (SCHB) 20.29 1.19M +2.00% 50.30 49.95
Vanguard Short-Term Bond ETF (BSV) 12.52 455428 +13.00% 81.06 80.04
Vanguard Dividend Appreciation ETF (VIG) 9.81 347462 83.24 80.49
Vanguard Total Bond Market ETF (BND) 8.59 300609 +4.00% 84.30 82.52
iShares Dow Jones EPAC Sel Div Ind (IDV) 8.52 877754 +2.00% 28.63 33.58
Vanguard Charlotte Fds intl bd idx etf 5.32 281968 +3.00% 55.70 0.00
Schwab Strategic Tr schwab fdt us bm 4.44 435665 30.03 0.00
Vanguard Emerging Markets ETF (VWO) 3.13 262419 35.23 39.44
iShares Dow Jones Select Dividend (DVY) 2.76 95620 85.28 76.58
Vanguard Malvern Fds strm infproidx 2.46 146789 -2.00% 49.48 0.00
Schwab International Equity ETF (SCHF) 2.26 245970 27.11 29.47
Schwab Intl Small Cap Equity ETF (SCHC) 2.12 217269 28.79 29.37
Schwab Strategic Tr sht tm us tres 2.00 115540 +3.00% 50.96 0.00
Schwab Strategic Tr us aggregate b 2.00 109877 53.72 0.00
Vanguard Europe Pacific ETF (VEA) 1.78 148240 35.36 39.04
Schwab Emerging Markets Equity ETF (SCHE) 1.21 167766 21.29 23.47
SPDR S&P; Emerging Markets Small Cap (EWX) 1.00 75043 39.36 43.88
Schwab Strategic Tr us reit etf 0.90 61375 43.44 0.00
iShares S&P; SmallCap 600 Index (IJR) 0.80 20331 116.23 113.70
Vanguard Growth ETF (VUG) 0.69 18913 107.17 106.62
iShares S&P; 500 Index (IVV) 0.56 7826 210.45 205.96
iShares S&P; MidCap 400 Index (IJH) 0.54 10599 149.35 147.14
SPDR S&P; 500 ETF (SPY) 0.50 6995 209.44 205.25
Kansas City Southern (KSU) 0.49 16163 90.08 113.81
Vanguard FTSE All-World ex-US ETF (VEU) 0.46 31383 42.86 47.62
iShares Russell 2000 Index (IWM) 0.45 11527 114.95 119.90
iShares Russell 1000 Index (IWB) 0.35 8933 116.87 114.60
Apple (AAPL) 0.34 10463 95.57 123.28
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.31 17223 -2.00% 52.84 51.70
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.28 7078 -14.00% 115.15 110.08
iShares Russell Midcap Index Fund (IWR) 0.27 4758 168.14 169.15
Great Plains Energy Incorporated (GXP) 0.25 24313 +15.00% 30.40 25.78
SPDR S&P; International Dividend (DWX) 0.19 16333 -9.00% 35.20 40.92
Vanguard REIT ETF (VNQ) 0.18 6044 -4.00% 88.68 80.84
Exxon Mobil Corporation (XOM) 0.17 5447 93.81 84.57
Vanguard Total Stock Market ETF (VTI) 0.17 4741 107.15 106.32
Spdr S&p Emerging Mkts Dividen inx 0.16 17072 -15.00% 26.94 0.00
Jack Henry & Associates (JKHY) 0.15 5213 87.28 65.91
iShares Russell 3000 Index (IWV) 0.14 3232 124.07 122.37
SPDR S&P; MidCap 400 ETF (MDY) 0.13 1357 271.92 268.26
Spdr Index Shs Fds s^p global nat res 0.13 10067 -22.00% 37.15 0.00
Procter & Gamble Company (PG) 0.12 4072 +3.00% 84.72 81.31
AT&T; (T) 0.11 7702 43.24 32.70
Schwab Strategic Tr us dividend eq 0.11 7875 NEW 41.40 0.00
Cerner Corporation (CERN) 0.09 4467 58.65 69.83
iShares Russell 1000 Growth Index (IWF) 0.09 2598 100.46 97.71
iShares Barclays TIPS Bond Fund (TIP) 0.09 2156 116.88 111.97
iShares Russell 1000 Value Index (IWD) 0.08 2170 +4.00% 103.23 101.93
Westar Energy (WR) 0.08 4444 56.03 36.94
Alphabet Inc Class C cs 0.08 330 690.91 0.00
Berkshire Hathaway (BRK.B) 0.07 1508 144.56 0.00
Valspar Corporation (VAL) 0.07 2000 -33.00% 108.00 85.35
Vanguard Intl Equity Index F glb ex us etf 0.07 3832 -11.00% 54.02 0.00
W&T; Offshore (WTI) 0.06 80000 +14.00% 2.32 5.65
Bank of America Corporation (BAC) 0.05 11032 13.23 15.95
Velocityshares Daily 2x Vix Short Term Etn etf 0.02 30000 NEW 2.17 0.00

Past 13F-HR SEC Filings for Retirement Planning

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