Retirement Planning Group

Retirement Planning Group as of March 31, 2018

Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 55 positions in its portfolio as reported in the March 2018 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 63.79
Vanguard Total Bond Market ETF (BND) 18.6 $69M 859k 79.93
Schwab International Equity ETF (SCHF) 11.5 $43M 1.3M 33.71
Vanguard Dividend Appreciation ETF (VIG) 10.2 $38M 373k 101.05
Schwab Strategic Tr schwab fdt us bm (FNDB) 5.5 $20M 563k 36.21
Vanguard Short-Term Bond ETF (BSV) 5.2 $19M 245k 78.44
Vanguard Emerging Markets ETF (VWO) 5.2 $19M 404k 46.98
Schwab Strategic Tr us aggregate b (SCHZ) 4.4 $16M 316k 51.02
iShares Dow Jones Select Dividend (DVY) 2.1 $7.8M 82k 95.12
Schwab Intl Small Cap Equity ETF (SCHC) 1.9 $6.9M 190k 36.51
Schwab Emerging Markets Equity ETF (SCHE) 1.7 $6.3M 221k 28.70
Schwab Strategic Tr us reit etf (SCHH) 1.1 $3.9M 101k 38.25
Vanguard Europe Pacific ETF (VEA) 1.0 $3.7M 84k 44.25
Schwab Strategic Tr sht tm us tres (SCHO) 0.9 $3.2M 64k 49.84
iShares S&P SmallCap 600 Index (IJR) 0.6 $2.1M 28k 77.02
iShares S&P 500 Index (IVV) 0.5 $1.9M 7.1k 265.40
Kansas City Southern 0.5 $1.8M 16k 109.88
iShares S&P MidCap 400 Index (IJH) 0.5 $1.7M 8.9k 187.62
Apple (AAPL) 0.4 $1.6M 9.3k 167.76
Spdr S&p 500 Etf (SPY) 0.3 $1.2M 4.5k 263.09
iShares Russell 2000 Index (IWM) 0.3 $1.1M 7.2k 151.84
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $1.0M 19k 54.37
Vanguard Growth ETF (VUG) 0.3 $1.0M 7.1k 141.87
Great Plains Energy Incorporated 0.2 $812k 26k 31.77
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $820k 25k 33.00
Cerner Corporation 0.2 $637k 11k 57.97
iShares Russell 1000 Index (IWB) 0.2 $627k 4.3k 146.77
Jack Henry & Associates (JKHY) 0.2 $631k 5.2k 121.04
Occidental Petroleum Corporation (OXY) 0.1 $559k 8.6k 64.93
iShares Russell Midcap Index Fund (IWR) 0.1 $564k 2.7k 206.29
iShares Russell 3000 Index (IWV) 0.1 $505k 3.2k 156.25
Vanguard Total Stock Market ETF (VTI) 0.1 $432k 3.2k 135.81
Exxon Mobil Corporation (XOM) 0.1 $407k 5.5k 74.56
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.1 $393k 7.2k 54.77
Amazon (AMZN) 0.1 $360k 249.00 1445.78
SPDR S&P MidCap 400 ETF (MDY) 0.1 $382k 1.1k 341.68
Vanguard REIT ETF (VNQ) 0.1 $327k 4.3k 75.43
Berkshire Hathaway (BRK.B) 0.1 $279k 1.4k 199.57
Procter & Gamble Company (PG) 0.1 $295k 3.7k 79.26
iShares Russell 1000 Value Index (IWD) 0.1 $280k 2.3k 120.02
iShares Russell 1000 Growth Index (IWF) 0.1 $292k 2.1k 136.19
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $279k 2.5k 112.77
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $307k 6.3k 49.10
Bank of America Corporation (BAC) 0.1 $263k 8.8k 30.03
At&t (T) 0.1 $272k 7.6k 35.70
Boeing Company (BA) 0.1 $252k 769.00 327.70
Westar Energy 0.1 $243k 4.6k 52.57
iShares Barclays TIPS Bond Fund (TIP) 0.1 $244k 2.2k 113.17
Energizer Holdings (ENR) 0.1 $267k 4.5k 59.58
SPDR S&P International Dividend (DWX) 0.1 $207k 5.2k 40.04
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.1 $203k 3.3k 61.03
Edgewell Pers Care (EPC) 0.1 $215k 4.4k 48.93
Sprott Physical Gold Trust (PHYS) 0.0 $108k 10k 10.80
Sprott Physical Silver Tr tr unit (PSLV) 0.0 $79k 13k 6.08
Acer Therapeutics Inc *w exp 04/09/201 0.0 $3.7k 374k 0.01