Retirement Planning Group

Retirement Planning Group as of June 30, 2018

Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 54 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 25.1 $93M 1.4M 65.99
Vanguard Total Bond Market ETF (BND) 17.9 $67M 841k 79.19
Schwab International Equity ETF (SCHF) 10.9 $40M 1.2M 33.05
Vanguard Dividend Appreciation ETF (VIG) 10.5 $39M 382k 101.62
Vanguard Short-Term Bond ETF (BSV) 4.9 $18M 234k 78.21
Vanguard Emerging Markets ETF (VWO) 4.7 $18M 414k 42.20
Schwab Strategic Tr us aggregate b (SCHZ) 4.5 $17M 332k 50.64
John Hancock Exchange Traded multifactor la (JHML) 3.8 $14M 405k 35.22
iShares Dow Jones Select Dividend (DVY) 2.1 $7.8M 80k 97.74
SPDR DJ Wilshire Mid Cap (SPMD) 1.9 $6.9M 197k 34.88
Schwab Emerging Markets Equity ETF (SCHE) 1.8 $6.7M 259k 25.89
Schwab Intl Small Cap Equity ETF (SCHC) 1.4 $5.2M 143k 36.07
John Hancock Exchange Traded multi intl etf (JHMD) 1.3 $4.8M 166k 28.99
Vanguard Europe Pacific ETF (VEA) 1.0 $3.6M 83k 42.91
Schwab Strategic Tr sht tm us tres (SCHO) 0.9 $3.4M 69k 49.74
Schwab Strategic Tr schwab fdt us bm (FNDB) 0.6 $2.4M 64k 37.38
iShares S&P SmallCap 600 Index (IJR) 0.6 $2.1M 25k 83.46
iShares S&P 500 Index (IVV) 0.5 $1.8M 6.6k 273.07
Apple (AAPL) 0.5 $1.7M 9.4k 185.07
Kansas City Southern 0.5 $1.7M 16k 105.94
iShares S&P MidCap 400 Index (IJH) 0.4 $1.6M 8.2k 194.77
Spdr S&p 500 Etf (SPY) 0.3 $1.2M 4.5k 271.31
iShares Russell 2000 Index (IWM) 0.3 $1.1M 7.0k 163.79
Evergy (EVRG) 0.3 $1.1M 19k 56.17
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $968k 19k 51.85
Vanguard Growth ETF (VUG) 0.2 $928k 6.2k 149.82
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $765k 24k 32.03
Cerner Corporation 0.2 $681k 11k 59.80
Jack Henry & Associates (JKHY) 0.2 $680k 5.2k 130.44
iShares Russell 1000 Index (IWB) 0.2 $631k 4.1k 152.08
iShares Russell Midcap Index Fund (IWR) 0.1 $566k 2.7k 212.06
iShares Russell 3000 Index (IWV) 0.1 $525k 3.2k 162.44
Occidental Petroleum Corporation (OXY) 0.1 $448k 5.4k 83.60
Vanguard Total Stock Market ETF (VTI) 0.1 $444k 3.2k 140.28
Exxon Mobil Corporation (XOM) 0.1 $402k 4.9k 82.73
Amazon (AMZN) 0.1 $423k 249.00 1698.80
SPDR S&P MidCap 400 ETF (MDY) 0.1 $384k 1.1k 354.57
Schwab Strategic Tr us reit etf (SCHH) 0.1 $377k 9.0k 41.73
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.1 $354k 6.5k 54.77
Vanguard REIT ETF (VNQ) 0.1 $346k 4.3k 81.37
iShares Russell 1000 Value Index (IWD) 0.1 $283k 2.3k 121.30
iShares Russell 1000 Growth Index (IWF) 0.1 $308k 2.1k 143.66
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $289k 5.9k 49.31
Energizer Holdings (ENR) 0.1 $282k 4.5k 62.93
Bank of America Corporation (BAC) 0.1 $247k 8.8k 28.20
Berkshire Hathaway (BRK.B) 0.1 $261k 1.4k 186.70
Boeing Company (BA) 0.1 $258k 769.00 335.50
iShares Barclays TIPS Bond Fund (TIP) 0.1 $243k 2.2k 112.71
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $264k 2.5k 106.71
Procter & Gamble Company (PG) 0.1 $220k 2.8k 77.96
Edgewell Pers Care (EPC) 0.1 $222k 4.4k 50.52
Alphabet Inc Class C cs (GOOG) 0.1 $213k 191.00 1115.18
Sprott Physical Gold Trust (PHYS) 0.0 $102k 10k 10.20
Sprott Physical Silver Tr tr unit (PSLV) 0.0 $76k 13k 5.85