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Retirement Planning Group, LLC

Q1 2019 Holdings

Filed 2019-05-06 | 66 holdings | $414.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$85.8K1,260,74820.7%
Vanguard Scottsdale FDS(BNDW)TOTAL WLD BD ETF92206C565$42.8K556,38510.3%
Ishares TR(ICSH)ULTR SH TRM BD46434V878$41.9K832,84910.1%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$38.7K1,234,9859.3%
Vanguard Group(VIG)DIV APP ETF921908844$35.8K326,4808.6%
Ishares TR(USMV)MIN VOL USA ETF46429B697$27.7K471,6146.7%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$19.6K462,3164.7%
John Hancock Exchange Traded(JHML)MLTFCTR LRG CAP47804J107$19.3K529,2994.7%
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$14.2K272,8803.4%
Ishares TR(LRGF)MULTIFACTOR USA46434V282$12.3K396,7353.0%
Spdr Series Trust(SPMD)PORTFOLIO MD ETF78464A847$8.6K257,4142.1%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$7.8K301,6381.9%
Ishares TR(DVY)SELECT DIVID ETF464287168$6.4K65,4771.6%
John Hancock Exchange Traded(JHMD)MULTI INTL ETF47804J859$6.1K218,5601.5%
Schwab Strategic TR(SCHC)INTL SCEQT ETF808524888$5.5K171,9191.3%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$4.5K90,5411.1%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$3.4K82,3520.8%
Schwab Strategic TR(FNDB)SCHWAB FDT US BM808524789$1.9K51,3930.5%
Ishares TR(MUB)NATIONAL MUN ETF464288414$1.9K17,1430.5%
Kansas City SouthernCOM NEW485170302$1.9K16,2830.5%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.9K6,5610.5%
Apple Inc(AAPL)COM037833100$1.6K8,5870.4%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$1.6K5,6950.4%
Ishares TR(IJR)CORE S&P SCP ETF464287804$1.6K20,7490.4%
Ishares TR(IJH)CORE S&P MCP ETF464287507$1.4K7,1850.3%
Pimco ETF TR(MUNI)INTER MUN BD ACT72201R866$1.3K23,2510.3%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$1.1K16,8400.3%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$9836,4200.2%
Vanguard Index FDS(VUG)GROWTH ETF922908736$9826,2750.2%
Evergy Inc(EVRG)COM30034W106$97716,8280.2%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$90418,0250.2%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$89911,0680.2%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$79910,0420.2%
Cerner Corp(CERNCHF)COM156782104$73212,7990.2%
Henry Jack & Assoc Inc(JKHY)COM426281101$7165,1630.2%
Spdr Series Trust(SPTM)PORTFOLIO TL STK78464A805$62917,8770.2%
Ishares TR(IWB)RUS 1000 ETF464287622$6223,9530.2%
Schwab Strategic TR(FNDF)SCHWB FDT INT LG808524755$57520,8580.1%
Ishares TR(IWR)RUS MID CAP ETF464287499$54510,1000.1%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$5193,1120.1%
Ishares TR(IDV)INTL SEL DIV ETF464288448$49115,9060.1%
Exxon Mobil Corp(XOM)COM30231G102$4155,1310.1%
Amazon COM Inc(AMZN)COM023135106$4022260.1%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$3904,4860.1%
Spdr Index SHS FDS(CWI)MSCI ACWI EXUS78463X848$3629,9870.1%
Occidental Pete Corp del(OXY)COM674599105$3555,3590.1%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$3501,0120.1%
Procter and Gamble Co(PG)COM742718109$3483,3490.1%
Invesco Exchange Traded FD T(PRF)FTSE RAFI 100046137V613$3483,0670.1%
Spdr Index SHS FDS(SPDW)PORTFOLIO DEVLPD78463X889$32711,1810.1%
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