Retirement Planning

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

Companies in the Retirement Planning portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab U S Broad Market ETF (SCHB) 22.89 1.30M 58.46
Vanguard Total Bond Market ETF (BND) 17.48 +158% 711301 81.83
Schwab International Equity ETF (SCHF) 11.21 +191% 1.17M 31.78
Vanguard Dividend Appreciation ETF (VIG) 9.66 346940 92.67
Vanguard Short-Term Bond ETF (BSV) 6.58 -29% 274225 79.85
Schwab Strategic Tr schwab fdt us bm 5.40 532841 33.72
Vanguard Emerging Markets ETF (VWO) 4.83 393621 40.83
Schwab Strategic Tr us aggregate b 4.82 +40% 306909 52.25
iShares Dow Jones Select Dividend (DVY) 2.37 85493 92.21
Schwab Intl Small Cap Equity ETF (SCHC) 1.89 187435 33.63
Schwab Emerging Markets Equity ETF (SCHE) 1.69 225814 24.85
Schwab Strategic Tr sht tm us tres 1.56 -56% 103131 50.42
Vanguard Europe Pacific ETF (VEA) 1.25 -2% 101043 41.32
Schwab Strategic Tr us reit etf 1.02 +2% 82625 41.21
iShares S&P; SmallCap 600 Index (IJR) 0.69 -4% 32718 70.11
iShares S&P; 500 Index (IVV) 0.53 7236 243.37
iShares S&P; MidCap 400 Index (IJH) 0.53 -4% 10193 173.94
Kansas City Southern (KSU) 0.51 16163 104.62
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.45 -94% 46088 32.72
SPDR S&P; 500 ETF (SPY) 0.36 -8% 4957 241.88
Apple (AAPL) 0.35 -19% 8175 143.98
iShares Russell 2000 Index (IWM) 0.32 -6% 7488 140.89
Vanguard FTSE All-World ex-US ETF (VEU) 0.32 -11% 21246 50.03
Vanguard Charlotte Fds intl bd idx etf 0.27 -94% 16585 54.39
Vanguard Growth ETF (VUG) 0.26 -4% 6794 127.02
Cerner Corporation (CERN) 0.25 -5% 12340 66.45
Great Plains Energy Incorporated (GXP) 0.22 25073 29.27
iShares Russell 1000 Index (IWB) 0.22 -5% 5413 135.23
Jack Henry & Associates (JKHY) 0.16 5213 103.78
iShares Russell Midcap Index Fund (IWR) 0.16 2744 192.06
iShares Russell 3000 Index (IWV) 0.14 3232 143.87
Exxon Mobil Corporation (XOM) 0.13 5472 80.77
Vanguard Total Stock Market ETF (VTI) 0.12 -22% 3203 124.57
Vanguard REIT ETF (VNQ) 0.12 4614 83.22
SPDR S&P; International Dividend (DWX) 0.12 -63% 9882 39.16
SPDR S&P; MidCap 400 ETF (MDY) 0.11 -3% 1195 317.99
AT&T; (T) 0.10 +3% 8911 37.71
Procter & Gamble Company (PG) 0.10 3672 87.15
iShares Russell 1000 Growth Index (IWF) 0.09 +3% 2515 118.89
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.09 2474 114.39
Schwab Strategic Tr us dividend eq 0.09 -15% 6911 45.15
Bank of America Corporation (BAC) 0.08 11258 24.25
iShares Russell 1000 Value Index (IWD) 0.08 +4% 2371 116.41
Berkshire Hathaway (BRK.B) 0.07 -2% 1428 169.47
Westar Energy (WR) 0.07 4540 53.08
iShares Barclays TIPS Bond Fund (TIP) 0.07 2156 113.64
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.07 -64% 4679 52.15
Vanguard Malvern Fds strm infproidx 0.06 -96% 4372 49.18
W&T; Offshore (WTI) 0.04 60000 1.97

Past 13F-HR SEC Filings by Retirement Planning

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