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Retirement Planning Group, LLC

Q4 2017 Holdings

Filed 2018-01-31 | 52 holdings | $366.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$87.5K1,356,72323.9%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$65.1K798,51117.8%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$42.0K1,232,92911.5%
Vanguard Specialized Portfol(VIG)DIV APP ETF921908844$37.4K366,52610.2%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$20.8K263,2075.7%
Schwab Strategic TR(FNDB)SCHWAB FDT US BM808524789$20.6K553,5925.6%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$18.5K403,4415.1%
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$16.8K323,7554.6%
Ishares TR(DVY)SELECT DIVID ETF464287168$8.2K82,7002.2%
Schwab Strategic TR(SCHC)INTL SCEQT ETF808524888$6.8K186,8141.9%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$6.2K220,9621.7%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$3.9K86,4501.1%
Schwab Strategic TR(SCHH)US REIT ETF808524847$3.8K90,7891.0%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$3.1K62,2420.9%
Ishares TR(IJR)CORE S&P SCP ETF464287804$2.2K29,0560.6%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.9K7,1700.5%
Ishares TR(IJH)CORE S&P MCP ETF464287507$1.8K9,2470.5%
Kansas City SouthernCOM NEW485170302$1.7K16,1630.5%
Apple Inc(AAPL)COM037833100$1.4K8,1220.4%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$1.3K4,7150.3%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$1.1K7,1690.3%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$1.1K19,4620.3%
Ishares TR(IDV)INTL SEL DIV ETF464288448$1.1K31,4600.3%
Vanguard Index FDS(VUG)GROWTH ETF922908736$9947,0700.3%
Great Plains Energy IncCOM391164100$81925,3900.2%
Ishares TR(IWB)RUS 1000 ETF464287622$7645,1420.2%
Cerner Corp(CERNCHF)COM156782104$74010,9880.2%
Vanguard Charlotte FDS(BNDX)INTL BD IDX ETF92203J407$67112,3420.2%
Henry Jack & Assoc Inc(JKHY)COM426281101$6105,2130.2%
Ishares TR(IWR)RUS MID-CAP ETF464287499$5652,7150.2%
Edgewell Pers Care Co(EPC)COM28035Q102$5228,7890.1%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$5113,2320.1%
Exxon Mobil Corp(XOM)COM30231G102$4585,4720.1%
Energizer Hldgs Inc New(ENR)COM29272W109$4268,8750.1%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$4011,1620.1%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$4002,9110.1%
Vanguard Index FDS(VNQ)REIT ETF922908553$3644,3890.1%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$3516,8690.1%
Procter and Gamble Co(PG)COM742718109$3373,6720.1%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$3012,4170.1%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$2922,1650.1%
AT&T Inc(T)COM00206R102$2927,5070.1%
Ishares TR(EMB)JP MOR EM MK ETF464288281$2872,4740.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2751,3880.1%
Bank Amer Corp(BAC)COM060505104$2598,7580.1%
Ishares TR(TIP)TIPS BD ETF464287176$2462,1560.1%
Westar Energy IncCOM95709T100$2434,5950.1%
Boeing Co(BA)COM097023105$2277690.1%
Spdr Index SHS FDS(DWX)S&P INTL ETF78463X772$2135,1700.1%
Vanguard Intl Equity Index F(VNQI)GLB EX US ETF922042676$2013,3260.1%
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