Retirement Planning Group

Retirement Planning Group as of Dec. 31, 2017

Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 52 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 23.9 $88M 1.4M 64.52
Vanguard Total Bond Market ETF (BND) 17.8 $65M 799k 81.57
Schwab International Equity ETF (SCHF) 11.5 $42M 1.2M 34.07
Vanguard Dividend Appreciation ETF (VIG) 10.2 $37M 367k 102.03
Vanguard Short-Term Bond ETF (BSV) 5.7 $21M 263k 79.10
Schwab Strategic Tr schwab fdt us bm (FNDB) 5.6 $21M 554k 37.28
Vanguard Emerging Markets ETF (VWO) 5.1 $19M 403k 45.91
Schwab Strategic Tr us aggregate b (SCHZ) 4.6 $17M 324k 52.04
iShares Dow Jones Select Dividend (DVY) 2.2 $8.2M 83k 98.56
Schwab Intl Small Cap Equity ETF (SCHC) 1.9 $6.8M 187k 36.63
Schwab Emerging Markets Equity ETF (SCHE) 1.7 $6.2M 221k 27.94
Vanguard Europe Pacific ETF (VEA) 1.1 $3.9M 87k 44.86
Schwab Strategic Tr us reit etf (SCHH) 1.0 $3.8M 91k 41.62
Schwab Strategic Tr sht tm us tres (SCHO) 0.8 $3.1M 62k 50.03
iShares S&P SmallCap 600 Index (IJR) 0.6 $2.2M 29k 76.82
iShares S&P 500 Index (IVV) 0.5 $1.9M 7.2k 268.90
iShares S&P MidCap 400 Index (IJH) 0.5 $1.8M 9.2k 189.79
Kansas City Southern 0.5 $1.7M 16k 105.24
Apple (AAPL) 0.4 $1.4M 8.1k 169.29
Spdr S&p 500 Etf (SPY) 0.3 $1.3M 4.7k 266.81
iShares Russell 2000 Index (IWM) 0.3 $1.1M 7.2k 152.46
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $1.1M 20k 54.72
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.3 $1.1M 32k 33.79
Vanguard Growth ETF (VUG) 0.3 $994k 7.1k 140.59
Great Plains Energy Incorporated 0.2 $819k 25k 32.26
iShares Russell 1000 Index (IWB) 0.2 $764k 5.1k 148.58
Cerner Corporation 0.2 $740k 11k 67.35
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $671k 12k 54.37
Jack Henry & Associates (JKHY) 0.2 $610k 5.2k 117.02
iShares Russell Midcap Index Fund (IWR) 0.1 $565k 2.7k 208.10
iShares Russell 3000 Index (IWV) 0.1 $511k 3.2k 158.11
Edgewell Pers Care (EPC) 0.1 $522k 8.8k 59.39
Exxon Mobil Corporation (XOM) 0.1 $458k 5.5k 83.70
Energizer Holdings (ENR) 0.1 $426k 8.9k 48.00
SPDR S&P MidCap 400 ETF (MDY) 0.1 $401k 1.2k 345.09
Vanguard Total Stock Market ETF (VTI) 0.1 $400k 2.9k 137.41
Vanguard REIT ETF (VNQ) 0.1 $364k 4.4k 82.93
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $351k 6.9k 51.10
Procter & Gamble Company (PG) 0.1 $337k 3.7k 91.78
Berkshire Hathaway (BRK.B) 0.1 $275k 1.4k 198.13
At&t (T) 0.1 $292k 7.5k 38.90
iShares Russell 1000 Value Index (IWD) 0.1 $301k 2.4k 124.53
iShares Russell 1000 Growth Index (IWF) 0.1 $292k 2.2k 134.87
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $287k 2.5k 116.01
Bank of America Corporation (BAC) 0.1 $259k 8.8k 29.57
Westar Energy 0.1 $243k 4.6k 52.88
iShares Barclays TIPS Bond Fund (TIP) 0.1 $246k 2.2k 114.10
Boeing Company (BA) 0.1 $227k 769.00 295.19
SPDR S&P International Dividend (DWX) 0.1 $213k 5.2k 41.20
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.1 $201k 3.3k 60.43
Sprott Physical Gold Trust (PHYS) 0.0 $106k 10k 10.60
Sprott Physical Silver Tr tr unit (PSLV) 0.0 $82k 13k 6.31