Retirement Planning Group

Retirement Planning Group as of June 30, 2020

Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 57 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.7 $80M 1.1M 73.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.5 $46M 163k 283.43
Ishares Tr Exponential Tech (XT) 7.4 $40M 904k 44.52
Goldman Sachs Etf Tr Equity Etf (GSLC) 7.3 $40M 639k 62.60
Vanguard Group Div App Etf (VIG) 7.2 $40M 337k 117.18
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 5.0 $27M 331k 81.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.0 $27M 681k 39.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.9 $27M 892k 29.75
Ishares Tr Ultr Sh Trm Bd (ICSH) 4.9 $26M 523k 50.56
Vanguard Bd Index Total Bnd Mrkt (BND) 4.4 $24M 273k 88.34
Jp Morgan Exchange Traded Us Qualty Fctr (JQUA) 4.3 $24M 778k 30.43
Ishares Tr Min Vol Usa Etf (USMV) 3.6 $20M 326k 60.63
Jp Morgan Exchange Traded Us Minmum Volt 3.4 $18M 660k 27.94
Spdr Series Trust Portfolio Md Etf (SPMD) 3.4 $18M 588k 31.25
Ishares Tr Intl Qlty Factor (IQLT) 3.1 $17M 566k 29.41
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.2 $12M 455k 26.59
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.0 $11M 192k 56.24
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.5 $8.0M 138k 57.73
Ishares Tr Select Divid Etf (DVY) 0.8 $4.5M 56k 80.73
Apple (AAPL) 0.6 $3.4M 9.3k 364.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $2.6M 33k 78.54
Ishares Tr National Mun Etf (MUB) 0.5 $2.6M 23k 115.39
Kansas City Southern Com New 0.4 $2.4M 16k 149.27
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $2.4M 62k 38.79
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.7M 5.6k 309.72
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $1.5M 28k 55.64
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.3M 6.4k 202.16
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.1M 16k 68.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.0M 5.9k 177.85
Evergy (EVRG) 0.2 $1.0M 17k 59.27
Microsoft Corporation (MSFT) 0.2 $981k 4.8k 203.61
Jack Henry & Associates (JKHY) 0.2 $932k 5.1k 184.08
Vanguard Bd Index Short Trm Bond (BSV) 0.2 $843k 10k 83.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $759k 31k 24.36
Amazon (AMZN) 0.1 $684k 248.00 2758.06
Ishares Tr Russell 2000 Etf (IWM) 0.1 $677k 4.7k 143.22
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.1 $628k 17k 36.22
Ishares Tr Core Msci Eafe (IEFA) 0.1 $580k 10k 57.20
Ishares Tr Rus 1000 Etf (IWB) 0.1 $578k 3.4k 171.62
Ishares Tr Russell 3000 Etf (IWV) 0.1 $553k 3.1k 180.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $551k 1.8k 308.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $540k 7.3k 74.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $536k 3.4k 156.41
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $500k 9.3k 53.57
Ishares Tr Multifactor Usa (LRGF) 0.1 $483k 16k 31.07
Spdr Series Trust Portfolio Tl Stk (SPTM) 0.1 $463k 12k 37.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $461k 9.7k 47.61
Cerner Corporation 0.1 $377k 5.5k 68.62
Procter & Gamble Company (PG) 0.1 $337k 2.8k 119.42
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $318k 3.1k 102.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $310k 1.7k 178.78
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $309k 951.00 324.92
Ishares Tr Tips Bd Etf (TIP) 0.0 $265k 2.2k 122.86
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $245k 2.2k 109.13
Exxon Mobil Corporation (XOM) 0.0 $234k 5.2k 44.78
Wal-Mart Stores (WMT) 0.0 $210k 1.8k 119.59
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $205k 7.4k 27.65