Retirement Planning Group

Retirement Planning Group as of March 31, 2020

Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 56 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 16.7 $70M 1.2M 60.43
Vanguard Scottsdale Fds total wld bd etf (BNDW) 11.9 $50M 627k 79.45
Ishares Tr liquid inc etf (ICSH) 11.6 $49M 976k 49.95
Jp Morgan Exchange Traded Fd fund 10.8 $45M 1.8M 24.69
Vanguard Dividend Appreciation ETF (VIG) 10.0 $42M 406k 103.39
Schwab International Equity ETF (SCHF) 6.9 $29M 1.1M 25.84
Vanguard Emerging Markets ETF (VWO) 5.7 $24M 706k 33.55
Vanguard S&p 500 Etf idx (VOO) 5.2 $22M 93k 236.82
Jp Morgan Exchange Traded Fd fund (JQUA) 4.8 $20M 781k 25.50
Schwab Strategic Tr us aggregate b (SCHZ) 2.3 $9.8M 181k 54.27
Goldman Sachs Etf Tr (GSLC) 2.2 $9.3M 179k 52.19
Goldman Sachs Etf Tr activebeta int (GSIE) 1.9 $8.1M 352k 23.06
SPDR DJ Wilshire Mid Cap (SPMD) 1.1 $4.6M 181k 25.33
iShares Dow Jones Select Dividend (DVY) 1.0 $4.3M 59k 73.53
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.6 $2.5M 22k 113.00
Apple (AAPL) 0.6 $2.5M 9.8k 254.26
Ishares Tr usa min vo (USMV) 0.6 $2.5M 45k 54.00
Vanguard Europe Pacific ETF (VEA) 0.5 $2.2M 66k 33.35
Kansas City Southern 0.5 $2.1M 16k 127.17
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 0.4 $1.5M 28k 54.56
iShares S&P 500 Index (IVV) 0.4 $1.5M 5.7k 258.39
Vanguard Growth ETF (VUG) 0.2 $1.0M 6.5k 156.67
Evergy (EVRG) 0.2 $951k 17k 55.03
iShares S&P SmallCap 600 Index (IJR) 0.2 $932k 17k 56.10
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $896k 43k 20.70
Vanguard Short-Term Bond ETF (BSV) 0.2 $878k 11k 82.15
iShares S&P MidCap 400 Index (IJH) 0.2 $857k 6.0k 143.86
Jack Henry & Associates (JKHY) 0.2 $802k 5.2k 155.34
Ishares Tr (LRGF) 0.2 $759k 29k 26.46
Schwab Strategic Tr schwab fdt us bm (FNDB) 0.2 $705k 23k 30.70
Microsoft Corporation (MSFT) 0.2 $688k 4.4k 157.73
iShares Russell 2000 Index (IWM) 0.1 $591k 5.2k 114.42
Spdr S&p 500 Etf (SPY) 0.1 $559k 2.2k 257.96
Spdr Series Trust dj ttl mkt etf (SPTM) 0.1 $516k 16k 31.46
iShares Russell 1000 Index (IWB) 0.1 $510k 3.6k 141.63
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $499k 8.1k 61.29
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $497k 12k 41.02
iShares Russell 3000 Index (IWV) 0.1 $462k 3.1k 148.46
iShares Russell Midcap Index Fund (IWR) 0.1 $432k 10k 43.15
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.1 $412k 7.3k 56.19
Spdr Tr russell 1000 lowvol (LGLV) 0.1 $381k 4.2k 90.52
Vanguard Total World Stock Idx (VT) 0.1 $369k 5.9k 62.87
Cerner Corporation 0.1 $346k 5.5k 62.98
Berkshire Hathaway (BRK.B) 0.1 $310k 1.7k 182.68
Procter & Gamble Company (PG) 0.1 $304k 2.8k 110.03
John Hancock Exchange Traded multi intl etf (JHMD) 0.1 $301k 13k 22.73
Amazon (AMZN) 0.1 $292k 150.00 1946.67
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $277k 5.4k 51.77
SPDR Barclays Capital Aggregate Bo (SPAB) 0.1 $272k 9.0k 30.20
Vanguard REIT ETF (VNQ) 0.1 $265k 3.8k 69.98
iShares Barclays TIPS Bond Fund (TIP) 0.1 $254k 2.2k 117.76
SPDR S&P MidCap 400 ETF (MDY) 0.1 $250k 952.00 262.61
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $233k 2.4k 96.84
SPDR S&P World ex-US (SPDW) 0.1 $231k 9.6k 23.96
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.1 $221k 9.8k 22.60
Nextera Energy (NEE) 0.0 $204k 848.00 240.57