The Retirement Planning Group, Inc.

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

Retirement Planning portfolio companies for September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Schwab U S Broad Market ETF (SCHB) 21.85 1.29M +8.00% 52.32 49.95
Vanguard Short-Term Bond ETF (BSV) 11.89 454746 80.83 80.04
Vanguard Dividend Appreciation ETF (VIG) 9.52 350874 83.93 80.49
Vanguard Total Bond Market ETF (BND) 8.57 315050 +4.00% 84.14 82.52
iShares Dow Jones EPAC Sel Div Ind (IDV) 8.26 851486 -2.00% 29.98 33.58
Vanguard Charlotte Fds intl bd idx etf 5.38 296849 +5.00% 56.04 0.00
Vanguard Emerging Markets ETF (VWO) 5.06 415716 +58.00% 37.63 39.44
Schwab Strategic Tr schwab fdt us bm 5.05 503668 +15.00% 31.01 0.00
iShares Dow Jones Select Dividend (DVY) 2.49 89827 -6.00% 85.69 76.58
Schwab International Equity ETF (SCHF) 2.39 256916 +4.00% 28.79 29.47
Vanguard Malvern Fds strm infproidx 2.31 144156 49.65 0.00
Schwab Strategic Tr sht tm us tres 2.04 124186 +7.00% 50.79 0.00
Schwab Strategic Tr us aggregate b 2.01 115941 +5.00% 53.67 0.00
Schwab Intl Small Cap Equity ETF (SCHC) 1.76 176056 -18.00% 30.88 29.37
Vanguard Europe Pacific ETF (VEA) 1.35 111329 -24.00% 37.41 39.04
Schwab Emerging Markets Equity ETF (SCHE) 1.31 175557 +4.00% 23.06 23.47
Schwab Strategic Tr us reit etf 0.99 71649 +16.00% 42.65 0.00
iShares S&P; SmallCap 600 Index (IJR) 0.82 20352 124.16 113.70
SPDR S&P; International Dividend (DWX) 0.58 48762 +198.00% 36.79 40.92
iShares S&P; MidCap 400 Index (IJH) 0.54 10812 +2.00% 154.74 147.14
iShares S&P; 500 Index (IVV) 0.52 7351 -6.00% 217.52 205.96
Kansas City Southern (KSU) 0.49 16163 93.30 113.81
SPDR S&P; 500 ETF (SPY) 0.45 6457 -7.00% 216.35 205.25
Vanguard FTSE All-World ex-US ETF (VEU) 0.42 28634 -8.00% 45.44 47.62
Apple (AAPL) 0.38 10507 113.07 123.28
iShares Russell 2000 Index (IWM) 0.36 8836 -23.00% 124.26 119.90
Vanguard Growth ETF (VUG) 0.27 7491 -60.00% 112.27 106.62
iShares Russell 1000 Index (IWB) 0.24 6090 -31.00% 120.53 114.60
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.23 13536 -21.00% 52.67 51.70
Great Plains Energy Incorporated (GXP) 0.22 24482 27.29 25.78
iShares Russell Midcap Index Fund (IWR) 0.16 2888 -39.00% 174.17 169.15
Exxon Mobil Corporation (XOM) 0.15 5447 87.20 84.57
Vanguard Total Stock Market ETF (VTI) 0.15 4153 -12.00% 111.24 106.32
Jack Henry & Associates (JKHY) 0.14 5213 85.56 65.91
Vanguard REIT ETF (VNQ) 0.14 4932 -18.00% 86.78 80.84
iShares Russell 3000 Index (IWV) 0.13 3232 128.09 122.37
AT&T; (T) 0.11 8717 +13.00% 40.61 32.70
Procter & Gamble Company (PG) 0.11 3872 -4.00% 89.88 81.31
SPDR S&P; MidCap 400 ETF (MDY) 0.11 1257 -7.00% 282.42 268.26
Schwab Strategic Tr us dividend eq 0.11 7991 42.30 0.00
Cerner Corporation (CERN) 0.10 4787 +7.00% 61.83 69.83
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.10 2662 -62.00% 117.21 110.08
iShares Russell 1000 Growth Index (IWF) 0.09 2555 104.11 97.71
SPDR S&P; Emerging Markets Small Cap (EWX) 0.09 6096 -91.00% 43.14 43.88
Westar Energy (WR) 0.08 4467 56.86 36.94
iShares Barclays TIPS Bond Fund (TIP) 0.08 2156 116.42 111.97
Alphabet Inc Class C cs 0.08 330 778.79 0.00
Berkshire Hathaway (BRK.B) 0.07 1508 144.56 0.00
Valspar Corporation (VAL) 0.07 2000 106.00 85.35
Vanguard Intl Equity Index F glb ex us etf 0.07 3645 -4.00% 56.24 0.00
Bank of America Corporation (BAC) 0.06 11032 15.68 15.95
W&T; Offshore (WTI) 0.05 80000 1.76 5.65

Past 13F-HR SEC Filings for Retirement Planning

View All Filings