Retirement Planning Group

Retirement Planning Group as of March 31, 2019

Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 66 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 20.7 $86M 1.3M 68.05
Vanguard Scottsdale Fds total wld bd etf (BNDW) 10.3 $43M 556k 76.84
Ishares Tr liquid inc etf (ICSH) 10.1 $42M 833k 50.30
Schwab International Equity ETF (SCHF) 9.3 $39M 1.2M 31.31
Vanguard Dividend Appreciation ETF (VIG) 8.6 $36M 327k 109.64
Ishares Tr usa min vo (USMV) 6.7 $28M 472k 58.80
Vanguard Emerging Markets ETF (VWO) 4.7 $20M 462k 42.50
John Hancock Exchange Traded multifactor la (JHML) 4.7 $19M 529k 36.46
Schwab Strategic Tr us aggregate b (SCHZ) 3.4 $14M 273k 51.88
Ishares Tr (LRGF) 3.0 $12M 397k 31.03
SPDR DJ Wilshire Mid Cap (SPMD) 2.1 $8.6M 257k 33.33
Schwab Emerging Markets Equity ETF (SCHE) 1.9 $7.8M 302k 26.01
iShares Dow Jones Select Dividend (DVY) 1.6 $6.4M 66k 98.19
John Hancock Exchange Traded multi intl etf (JHMD) 1.5 $6.1M 219k 28.08
Schwab Intl Small Cap Equity ETF (SCHC) 1.3 $5.5M 172k 32.25
Schwab Strategic Tr sht tm us tres (SCHO) 1.1 $4.5M 91k 50.19
Vanguard Europe Pacific ETF (VEA) 0.8 $3.4M 82k 40.87
Schwab Strategic Tr schwab fdt us bm (FNDB) 0.5 $1.9M 51k 37.59
Kansas City Southern 0.5 $1.9M 16k 116.01
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.5 $1.9M 17k 111.18
iShares S&P 500 Index (IVV) 0.5 $1.9M 6.6k 284.56
Spdr S&p 500 Etf (SPY) 0.4 $1.6M 5.7k 282.53
Apple (AAPL) 0.4 $1.6M 8.6k 189.94
iShares S&P SmallCap 600 Index (IJR) 0.4 $1.6M 21k 77.16
iShares S&P MidCap 400 Index (IJH) 0.3 $1.4M 7.2k 189.42
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 0.3 $1.3M 23k 53.98
Schwab Strategic Tr us lrg cap etf (SCHX) 0.3 $1.1M 17k 67.64
iShares Russell 2000 Index (IWM) 0.2 $983k 6.4k 153.12
Vanguard Growth ETF (VUG) 0.2 $982k 6.3k 156.49
Evergy (EVRG) 0.2 $977k 17k 58.06
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $904k 18k 50.15
Vanguard Total Bond Market ETF (BND) 0.2 $899k 11k 81.23
Vanguard Short-Term Bond ETF (BSV) 0.2 $799k 10k 79.57
Cerner Corporation 0.2 $732k 13k 57.19
Jack Henry & Associates (JKHY) 0.2 $716k 5.2k 138.68
iShares Russell 1000 Index (IWB) 0.1 $622k 4.0k 157.35
Spdr Series Trust dj ttl mkt etf (SPTM) 0.1 $629k 18k 35.18
Sch Fnd Intl Lg Etf (FNDF) 0.1 $575k 21k 27.57
iShares Russell Midcap Index Fund (IWR) 0.1 $545k 10k 53.96
iShares Russell 3000 Index (IWV) 0.1 $519k 3.1k 166.77
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.1 $491k 16k 30.87
Exxon Mobil Corporation (XOM) 0.1 $415k 5.1k 80.88
Amazon (AMZN) 0.1 $402k 226.00 1778.76
Occidental Petroleum Corporation (OXY) 0.1 $355k 5.4k 66.24
SPDR MSCI ACWI ex-US (CWI) 0.1 $362k 10k 36.25
Vanguard REIT ETF (VNQ) 0.1 $390k 4.5k 86.94
Procter & Gamble Company (PG) 0.1 $348k 3.3k 103.91
SPDR S&P MidCap 400 ETF (MDY) 0.1 $350k 1.0k 345.85
SPDR S&P World ex-US (SPDW) 0.1 $327k 11k 29.25
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.1 $348k 3.1k 113.47
Microsoft Corporation (MSFT) 0.1 $279k 2.4k 117.72
Berkshire Hathaway (BRK.B) 0.1 $309k 1.5k 201.17
iShares Russell 1000 Growth Index (IWF) 0.1 $308k 2.0k 151.28
Vanguard Total Stock Market ETF (VTI) 0.1 $272k 1.9k 144.91
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $274k 2.5k 110.17
SPDR Barclays Capital Aggregate Bo (SPAB) 0.1 $278k 9.8k 28.51
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $287k 5.5k 52.26
Bank of America Corporation (BAC) 0.1 $269k 9.7k 27.62
Boeing Company (BA) 0.1 $254k 665.00 381.95
iShares Russell 1000 Value Index (IWD) 0.1 $252k 2.0k 123.53
iShares Barclays TIPS Bond Fund (TIP) 0.1 $251k 2.2k 113.01
Vanguard Total World Stock Idx (VT) 0.1 $248k 3.4k 73.05
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.1 $254k 4.5k 55.84
U.S. Bancorp (USB) 0.1 $206k 4.3k 48.15
Sprott Physical Gold Trust (PHYS) 0.0 $105k 10k 10.50
Sprott Physical Silver Tr tr unit (PSLV) 0.0 $72k 13k 5.54