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Retirement Planning Group, LLC

Q4 2018 Holdings

Filed 2019-02-06 | 66 holdings | $374.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$75.0K1,251,28220.0%
Ishares TR(ICSH)ULTR SH TRM BD46434V878$39.0K779,55810.4%
Vanguard Scottsdale FDS(BNDW)TOTAL WLD BD ETF92206C565$35.9K479,8569.6%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$32.6K1,149,1398.7%
Vanguard Group(VIG)DIV APP ETF921908844$32.1K327,4488.6%
Ishares TR(USMV)MIN VOL USA ETF46429B697$22.2K423,0465.9%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$17.2K450,5654.6%
John Hancock Exchange Traded(JHML)MLTFCTR LRG CAP47804J107$15.2K473,6234.1%
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$13.1K258,6923.5%
Ishares TR(LRGF)MULTIFACTOR USA46434V282$9.8K352,2402.6%
Ishares TR(DVY)SELECT DIVID ETF464287168$7.0K78,0321.9%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$6.8K287,2981.8%
Spdr Series Trust(SPMD)PORTFOLIO MD ETF78464A847$6.7K226,6471.8%
Schwab Strategic TR(FNDF)SCHWB FDT INT LG808524755$5.2K206,9211.4%
John Hancock Exchange Traded(JHMD)MULTI INTL ETF47804J859$5.0K196,9221.3%
Schwab Strategic TR(SCHC)INTL SCEQT ETF808524888$4.7K162,2711.3%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$4.3K86,1451.1%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$4.1K52,3611.1%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$4.1K51,2261.1%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$3.9K65,6931.0%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$3.1K84,6520.8%
Schwab Strategic TR(FNDB)SCHWAB FDT US BM808524789$2.0K58,6290.5%
Ishares TR(MUB)NATIONAL MUN ETF464288414$1.8K16,4500.5%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.6K6,3120.4%
Kansas City SouthernCOM NEW485170302$1.6K16,2830.4%
Ishares TR(IJR)CORE S&P SCP ETF464287804$1.5K22,3270.4%
Apple Inc(AAPL)COM037833100$1.4K8,8660.4%
Ishares TR(IJH)CORE S&P MCP ETF464287507$1.3K7,5910.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$1.1K4,3990.3%
Pimco ETF TR(MUNI)INTER MUN BD ACT72201R866$99818,8960.3%
Evergy Inc(EVRG)COM30034W106$95116,7590.3%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$8846,6010.2%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$84918,6250.2%
Vanguard Index FDS(VUG)GROWTH ETF922908736$8426,2700.2%
Cerner Corp(CERNCHF)COM156782104$68112,9840.2%
Henry Jack & Assoc Inc(JKHY)COM426281101$6565,1810.2%
Ishares TR(IWB)RUS 1000 ETF464287622$5634,0560.2%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$49410,3110.1%
Ishares TR(IWR)RUS MID CAP ETF464287499$46910,0960.1%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$4573,1120.1%
Ishares TR(IDV)INTL SEL DIV ETF464288448$45715,9060.1%
Schwab Strategic TR(FNDE)SCHWB FDT EMK LG808524730$40815,7820.1%
Exxon Mobil Corp(XOM)COM30231G102$3565,2180.1%
Amazon COM Inc(AMZN)COM023135106$3512340.1%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$3394,5470.1%
Occidental Pete Corp del(OXY)COM674599105$3305,3790.1%
Spdr Index SHS FDS(CWI)MSCI ACWI EXUS78463X848$3279,9870.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$3241,5880.1%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$3201,0580.1%
Spdr Series Trust(SPTM)PORTFOLIO TL STK78464A805$3089,9730.1%
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