Retirement Planning Group

Retirement Planning as of June 30, 2017

Portfolio Holdings for Retirement Planning

Retirement Planning holds 49 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 22.9 $76M 1.3M 58.46
Vanguard Total Bond Market ETF (BND) 17.5 $58M 711k 81.83
Schwab International Equity ETF (SCHF) 11.2 $37M 1.2M 31.78
Vanguard Dividend Appreciation ETF (VIG) 9.7 $32M 347k 92.67
Vanguard Short-Term Bond ETF (BSV) 6.6 $22M 274k 79.85
Schwab Strategic Tr schwab fdt us bm (FNDB) 5.4 $18M 533k 33.72
Vanguard Emerging Markets ETF (VWO) 4.8 $16M 394k 40.83
Schwab Strategic Tr us aggregate b (SCHZ) 4.8 $16M 307k 52.25
iShares Dow Jones Select Dividend (DVY) 2.4 $7.9M 86k 92.21
Schwab Intl Small Cap Equity ETF (SCHC) 1.9 $6.3M 187k 33.63
Schwab Emerging Markets Equity ETF (SCHE) 1.7 $5.6M 226k 24.85
Schwab Strategic Tr sht tm us tres (SCHO) 1.6 $5.2M 103k 50.42
Vanguard Europe Pacific ETF (VEA) 1.2 $4.2M 101k 41.32
Schwab Strategic Tr us reit etf (SCHH) 1.0 $3.4M 83k 41.21
iShares S&P SmallCap 600 Index (IJR) 0.7 $2.3M 33k 70.11
iShares S&P 500 Index (IVV) 0.5 $1.8M 7.2k 243.37
iShares S&P MidCap 400 Index (IJH) 0.5 $1.8M 10k 173.94
Kansas City Southern 0.5 $1.7M 16k 104.62
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.5 $1.5M 46k 32.72
Spdr S&p 500 Etf (SPY) 0.4 $1.2M 5.0k 241.88
Apple (AAPL) 0.3 $1.2M 8.2k 143.98
iShares Russell 2000 Index (IWM) 0.3 $1.1M 7.5k 140.89
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $1.1M 21k 50.03
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.3 $902k 17k 54.39
Vanguard Growth ETF (VUG) 0.3 $863k 6.8k 127.02
Cerner Corporation 0.2 $820k 12k 66.45
Great Plains Energy Incorporated 0.2 $734k 25k 29.27
iShares Russell 1000 Index (IWB) 0.2 $732k 5.4k 135.23
Jack Henry & Associates (JKHY) 0.2 $541k 5.2k 103.78
iShares Russell Midcap Index Fund (IWR) 0.2 $527k 2.7k 192.06
iShares Russell 3000 Index (IWV) 0.1 $465k 3.2k 143.87
Exxon Mobil Corporation (XOM) 0.1 $442k 5.5k 80.77
Vanguard Total Stock Market ETF (VTI) 0.1 $399k 3.2k 124.57
Vanguard REIT ETF (VNQ) 0.1 $384k 4.6k 83.22
SPDR S&P International Dividend (DWX) 0.1 $387k 9.9k 39.16
SPDR S&P MidCap 400 ETF (MDY) 0.1 $380k 1.2k 317.99
At&t (T) 0.1 $336k 8.9k 37.71
Procter & Gamble Company (PG) 0.1 $320k 3.7k 87.15
iShares Russell 1000 Growth Index (IWF) 0.1 $299k 2.5k 118.89
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $283k 2.5k 114.39
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $312k 6.9k 45.15
Bank of America Corporation (BAC) 0.1 $273k 11k 24.25
iShares Russell 1000 Value Index (IWD) 0.1 $276k 2.4k 116.41
Berkshire Hathaway (BRK.B) 0.1 $242k 1.4k 169.47
Westar Energy 0.1 $241k 4.5k 53.08
iShares Barclays TIPS Bond Fund (TIP) 0.1 $245k 2.2k 113.64
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.1 $244k 4.7k 52.15
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $215k 4.4k 49.18
W&T Offshore (WTI) 0.0 $118k 60k 1.97