Retirement Planning Group

Retirement Planning Group as of Dec. 31, 2020

Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 62 positions in its portfolio as reported in the December 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) 14.0 $97M 1.1M 90.99
Ishares Tr Exponential Tech (XT) 12.5 $86M 1.5M 57.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.9 $68M 199k 343.69
Goldman Sachs Etf Tr Equity Etf (GSLC) 9.8 $68M 894k 75.69
Vanguard Bd Index Total Bnd Mrkt (BND) 6.8 $47M 535k 88.19
Vanguard Group Div App Etf (VIG) 6.0 $42M 294k 141.17
Ishares Tr Min Vol Usa Etf (USMV) 4.8 $33M 489k 67.88
Spdr Series Trust Portfolio Md Etf (SPMD) 4.7 $32M 802k 40.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $32M 645k 50.11
Ishares Tr Intl Qlty Factor (IQLT) 4.6 $32M 894k 35.66
Jp Morgan Exchange Traded Us Qualty Fctr (JQUA) 4.0 $28M 770k 35.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $26M 728k 36.01
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.3 $16M 275k 58.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.9 $13M 230k 56.03
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.4 $9.7M 118k 82.20
Goldman Sachs Etf Tr Activebeta Int (GSIE) 1.2 $8.6M 270k 31.90
Ishares Tr Ultr Sh Trm Bd (ICSH) 0.8 $5.3M 106k 50.52
Apple (AAPL) 0.7 $4.9M 37k 132.70
Ishares Tr Select Divid Etf (DVY) 0.6 $4.4M 45k 96.18
Kansas City Southern Com New 0.5 $3.4M 17k 204.13
Ishares Tr National Mun Etf (MUB) 0.4 $2.8M 24k 117.18
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $2.8M 59k 47.21
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.2M 5.9k 375.40
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $1.7M 30k 56.72
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.7M 20k 84.91
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.6M 6.4k 253.30
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.4M 15k 91.87
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.3M 5.8k 229.87
Jp Morgan Exchange Traded Us Minmum Volt 0.2 $1.1M 36k 31.71
Microsoft Corporation (MSFT) 0.2 $1.1M 4.8k 222.45
Evergy (EVRG) 0.1 $984k 18k 55.51
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $848k 28k 30.67
Vanguard Bd Index Short Trm Bond (BSV) 0.1 $841k 10k 82.92
Ishares Tr Rus 1000 Etf (IWB) 0.1 $835k 3.9k 211.93
Jack Henry & Associates (JKHY) 0.1 $820k 5.1k 161.96
Amazon (AMZN) 0.1 $804k 247.00 3255.06
Ishares Tr Russell 2000 Etf (IWM) 0.1 $771k 3.9k 196.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $728k 8.0k 90.91
Ishares Tr Russell 3000 Etf (IWV) 0.1 $687k 3.1k 223.71
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.1 $660k 15k 44.91
Wal-Mart Stores (WMT) 0.1 $652k 4.5k 144.18
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $626k 9.1k 68.57
Ishares Tr Multifactor Usa (LRGF) 0.1 $597k 16k 37.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $574k 1.5k 373.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $526k 2.7k 194.60
Ishares Tr Core Msci Eafe (IEFA) 0.1 $481k 7.0k 69.16
Cerner Corporation 0.1 $431k 5.5k 78.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $386k 1.7k 231.97
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $362k 861.00 420.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $323k 5.5k 58.40
Procter & Gamble Company (PG) 0.0 $315k 2.3k 138.95
Ishares Tr Tips Bd Etf (TIP) 0.0 $275k 2.2k 127.49
Spdr Series Trust Portfolio Tl Stk (SPTM) 0.0 $275k 6.0k 46.06
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $270k 1.3k 206.90
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $260k 2.2k 115.81
Canadian Natl Ry (CNI) 0.0 $236k 2.1k 110.07
Nextera Energy (NEE) 0.0 $233k 3.0k 77.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $224k 930.00 240.86
Ishares Core Msci Emkt (IEMG) 0.0 $218k 3.5k 61.97
Colgate-Palmolive Company (CL) 0.0 $213k 2.5k 85.47
Exxon Mobil Corporation (XOM) 0.0 $210k 5.1k 41.20
Tesla Motors (TSLA) 0.0 $206k 292.00 705.48