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Retirement Planning Group, LLC

Q2 2018 Holdings

Filed 2018-08-07 | 54 holdings | $371.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$93.3K1,413,59325.1%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$66.6K840,83417.9%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$40.4K1,220,86910.9%
Vanguard Group(VIG)DIV APP ETF921908844$38.8K382,22710.5%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$18.3K233,7444.9%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$17.5K414,3374.7%
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$16.8K332,3494.5%
John Hancock Exchange Traded(JHML)MLTFCTR LRG CAP47804J107$14.2K404,5343.8%
Ishares TR(DVY)SELECT DIVID ETF464287168$7.8K79,5302.1%
Spdr Series Trust(SPMD)PORTFOLIO MD ETF78464A847$6.9K197,3591.9%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$6.7K258,8991.8%
Schwab Strategic TR(SCHC)INTL SCEQT ETF808524888$5.2K143,0041.4%
John Hancock Exchange Traded(JHMD)MULTI INTL ETF47804J859$4.8K165,8761.3%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$3.6K82,9731.0%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$3.4K68,6980.9%
Schwab Strategic TR(FNDB)SCHWAB FDT US BM808524789$2.4K63,7820.6%
Ishares TR(IJR)CORE S&P SCP ETF464287804$2.1K25,4010.6%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.8K6,5550.5%
Apple Inc(AAPL)COM037833100$1.7K9,3910.5%
Kansas City SouthernCOM NEW485170302$1.7K16,2830.5%
Ishares TR(IJH)CORE S&P MCP ETF464287507$1.6K8,2250.4%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$1.2K4,4820.3%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$1.1K7,0090.3%
Evergy Inc(EVRG)COM30034W106$1.1K18,9410.3%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$96818,6700.3%
Vanguard Index FDS(VUG)GROWTH ETF922908736$9286,1940.3%
Ishares TR(IDV)INTL SEL DIV ETF464288448$76523,8830.2%
Cerner Corp(CERNCHF)COM156782104$68111,3880.2%
Henry Jack & Assoc Inc(JKHY)COM426281101$6805,2130.2%
Ishares TR(IWB)RUS 1000 ETF464287622$6314,1490.2%
Ishares TR(IWR)RUS MID CAP ETF464287499$5662,6690.2%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$5253,2320.1%
Occidental Pete Corp del(OXY)COM674599105$4485,3590.1%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$4443,1650.1%
Amazon COM Inc(AMZN)COM023135106$4232490.1%
Exxon Mobil Corp(XOM)COM30231G102$4024,8590.1%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$3841,0830.1%
Schwab Strategic TR(SCHH)US REIT ETF808524847$3779,0350.1%
Vanguard Charlotte FDS(BNDX)INTL BD IDX ETF92203J407$3546,4630.1%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$3464,2520.1%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$3082,1440.1%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$2895,8610.1%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$2832,3330.1%
Energizer Hldgs Inc New(ENR)COM29272W109$2824,4810.1%
Ishares TR(EMB)JPMORGAN USD EMG464288281$2642,4740.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2611,3980.1%
Boeing Co(BA)COM097023105$2587690.1%
Bank Amer Corp(BAC)COM060505104$2478,7590.1%
Ishares TR(TIP)TIPS BD ETF464287176$2432,1560.1%
Edgewell Pers Care Co(EPC)COM28035Q102$2224,3940.1%
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