Retirement Planning Group

Retirement Planning Group as of Sept. 30, 2017

Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 47 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 23.5 $82M 1.4M 60.91
Vanguard Total Bond Market ETF (BND) 17.6 $62M 751k 81.96
Schwab International Equity ETF (SCHF) 11.7 $41M 1.2M 33.47
Vanguard Dividend Appreciation ETF (VIG) 9.8 $34M 361k 94.79
Vanguard Short-Term Bond ETF (BSV) 6.5 $23M 287k 79.82
Schwab Strategic Tr schwab fdt us bm (FNDB) 5.5 $19M 555k 35.06
Vanguard Emerging Markets ETF (VWO) 5.0 $18M 401k 43.57
Schwab Strategic Tr us aggregate b (SCHZ) 4.6 $16M 311k 52.36
iShares Dow Jones Select Dividend (DVY) 2.2 $7.7M 82k 93.65
Schwab Intl Small Cap Equity ETF (SCHC) 2.0 $6.9M 192k 35.82
Schwab Emerging Markets Equity ETF (SCHE) 1.8 $6.1M 228k 26.91
Vanguard Europe Pacific ETF (VEA) 1.1 $3.8M 88k 43.41
Schwab Strategic Tr us reit etf (SCHH) 1.0 $3.6M 86k 41.13
Schwab Strategic Tr sht tm us tres (SCHO) 0.9 $3.0M 60k 50.40
iShares S&P SmallCap 600 Index (IJR) 0.7 $2.4M 32k 74.22
iShares S&P 500 Index (IVV) 0.5 $1.8M 7.2k 252.91
Kansas City Southern 0.5 $1.8M 16k 108.71
iShares S&P MidCap 400 Index (IJH) 0.5 $1.8M 9.9k 178.93
Apple (AAPL) 0.4 $1.2M 8.1k 154.16
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.4 $1.3M 37k 33.76
Spdr S&p 500 Etf (SPY) 0.3 $1.2M 4.9k 251.23
iShares Russell 2000 Index (IWM) 0.3 $1.1M 7.3k 148.17
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $1.1M 21k 52.71
Vanguard Growth ETF (VUG) 0.3 $902k 6.8k 132.76
Cerner Corporation 0.2 $873k 12k 71.32
Great Plains Energy Incorporated 0.2 $765k 25k 30.32
iShares Russell 1000 Index (IWB) 0.2 $762k 5.4k 139.87
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $716k 13k 54.59
iShares Russell Midcap Index Fund (IWR) 0.2 $551k 2.8k 197.21
Jack Henry & Associates (JKHY) 0.1 $536k 5.2k 102.82
iShares Russell 3000 Index (IWV) 0.1 $482k 3.2k 149.13
Exxon Mobil Corporation (XOM) 0.1 $449k 5.5k 82.05
SPDR S&P MidCap 400 ETF (MDY) 0.1 $390k 1.2k 326.36
Vanguard Total Stock Market ETF (VTI) 0.1 $403k 3.1k 129.62
Vanguard REIT ETF (VNQ) 0.1 $369k 4.4k 83.09
Procter & Gamble Company (PG) 0.1 $334k 3.7k 90.96
SPDR S&P International Dividend (DWX) 0.1 $335k 8.3k 40.40
At&t (T) 0.1 $305k 7.8k 39.12
iShares Russell 1000 Growth Index (IWF) 0.1 $309k 2.5k 125.05
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $323k 6.9k 46.74
iShares Russell 1000 Value Index (IWD) 0.1 $266k 2.2k 118.43
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $288k 2.5k 116.41
Berkshire Hathaway (BRK.B) 0.1 $254k 1.4k 183.00
iShares Barclays TIPS Bond Fund (TIP) 0.1 $245k 2.2k 113.64
Bank of America Corporation (BAC) 0.1 $222k 8.8k 25.35
Westar Energy 0.1 $227k 4.6k 49.70
W&T Offshore (WTI) 0.1 $183k 60k 3.05