Retirement Planning Group

Retirement Planning Group as of March 31, 2021

Portfolio Holdings for Retirement Planning Group

Retirement Planning Group holds 61 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.2 $103M 1.1M 96.71
Ishares Tr Exponential Tech (XT) 12.1 $88M 1.5M 59.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.2 $74M 203k 364.30
Goldman Sachs Etf Tr Equity Etf (GSLC) 10.0 $73M 916k 79.12
Vanguard Bd Index Total Bnd Mrkt (BND) 6.7 $49M 577k 84.72
Vanguard Group Div App Etf (VIG) 6.2 $45M 306k 147.08
Ishares Tr Min Vol Usa Etf (USMV) 4.9 $36M 516k 69.19
Spdr Series Trust Portfolio Md Etf (SPMD) 4.9 $36M 778k 45.76
Ishares Tr Intl Qlty Factor (IQLT) 4.6 $33M 917k 36.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $33M 625k 52.05
Jp Morgan Exchange Traded Us Qualty Fctr (JQUA) 4.1 $30M 791k 37.72
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $27M 728k 37.62
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.3 $17M 294k 57.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.9 $13M 249k 53.95
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.3 $9.1M 114k 79.64
Goldman Sachs Etf Tr Activebeta Int (GSIE) 1.2 $8.9M 268k 33.04
Ishares Tr Ultr Sh Trm Bd (ICSH) 0.7 $5.3M 105k 50.52
Ishares Tr Select Divid Etf (DVY) 0.7 $4.8M 42k 114.09
Apple (AAPL) 0.6 $4.6M 38k 122.15
Kansas City Southern Com New 0.6 $4.4M 17k 263.90
Ishares Tr National Mun Etf (MUB) 0.4 $2.9M 25k 116.05
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $2.4M 50k 49.11
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.9M 4.7k 397.77
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $1.7M 31k 56.21
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.6M 6.4k 256.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.5M 17k 91.85
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.4M 13k 108.53
Microsoft Corporation (MSFT) 0.2 $1.1M 4.9k 235.69
Evergy (EVRG) 0.1 $1.1M 18k 59.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.0M 4.0k 260.36
Jp Morgan Exchange Traded Us Minmum Volt 0.1 $1.0M 30k 33.46
Ishares Tr Russell 2000 Etf (IWM) 0.1 $886k 4.0k 221.00
Ishares Tr Rus 1000 Etf (IWB) 0.1 $835k 3.7k 223.86
Vanguard Bd Index Short Trm Bond (BSV) 0.1 $832k 10k 82.22
Cerner Corporation 0.1 $823k 12k 71.84
Amazon (AMZN) 0.1 $801k 259.00 3092.66
Jack Henry & Associates (JKHY) 0.1 $768k 5.1k 151.69
Ishares Tr Russell 3000 Etf (IWV) 0.1 $729k 3.1k 237.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $723k 7.5k 95.97
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $721k 23k 31.79
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.1 $700k 14k 51.26
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $688k 9.3k 73.91
Ishares Tr Multifactor Usa (LRGF) 0.1 $636k 16k 40.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $595k 1.5k 396.40
Ishares Tr Core Msci Eafe (IEFA) 0.1 $510k 7.1k 72.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $495k 2.4k 206.85
Wal-Mart Stores (WMT) 0.1 $464k 3.4k 135.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $429k 1.7k 255.36
Procter & Gamble Company (PG) 0.1 $408k 3.0k 135.59
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $384k 807.00 475.84
Exxon Mobil Corporation (XOM) 0.0 $323k 5.8k 55.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $319k 5.3k 60.75
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $303k 1.4k 221.17
Spdr Series Trust Portfolio Tl Stk (SPTM) 0.0 $263k 5.3k 49.20
Canadian Natl Ry (CNI) 0.0 $249k 2.1k 116.14
Nextera Energy (NEE) 0.0 $228k 3.0k 75.57
Ishares Core Msci Emkt (IEMG) 0.0 $227k 3.5k 64.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $226k 930.00 243.01
At&t (T) 0.0 $214k 7.1k 30.31
JPMorgan Chase & Co. (JPM) 0.0 $211k 1.4k 152.13
Johnson & Johnson (JNJ) 0.0 $202k 1.2k 164.36