RETIREMENT PLANNING GROUP Information

11512 W. 119TH STREET, OVERLAND PARK, Kansas, 66213, (913) 498-8898

Report Date: 03/31/2015

Position Statistics

Total Positions 68
New Positions 2
Increased Positions 22
Decreased Positions 43
Positions with Activity 65
Sold Out Positions 7
Total Mkt Value (in $ millions) 247

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.13%
Capital Goods 0.19%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.14%
Energy 0.29%
Financial 93.29%
Healthcare 0.14%
Services 0.15%
Technology 0.79%
Transportation 0.78%
Utilities 0.27%

68 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US BRD MKT ETF 47,975 -21 (0.04) 938,663
VANGUARD BD INDEX FD INC SHORT TRM BOND 34,353 523 1.55 428,232
ISHARES INTL SEL DIV ETF 19,391 622 3.31 606,145
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 13,682 -210 (1.51) 170,423
SPDR INDEX SHS FDS S&P EM MKT DIV 11,766 1,217 11.53 389,988
SCHWAB STRATEGIC TR SCHWAB FDT US BM 10,405 840 8.78 349,173
VANGUARD MALVERN FDS STRM INFPROIDX 9,441 -1,223 (11.47) 194,258
ISHARES JP MOR EM MK ETF 9,185 839 10.05 83,763
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 7,561 -16,902 (69.09) 187,950
SCHWAB STRATEGIC TR INTL EQTY ETF 5,972 590 10.96 194,347
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 5,652 -24,269 (81.11) 70,868
SCHWAB STRATEGIC TR INTL SCEQT ETF 5,614 598 11.92 181,679
SCHWAB STRATEGIC TR US AGGREGATE B 5,448 563 11.53 104,622
SCHWAB STRATEGIC TR SHT TM US TRES 5,443 662 13.84 107,293
ISHARES TR SELECT DIVID ETF 4,028 -643 (13.77) 52,773
SPDR INDEX SHS FDS S&P INTL ETF 3,591 1,703 90.20 92,264
VANGUARD INDEX FDS REIT ETF 3,414 -6,824 (66.65) 43,217
VANGUARD INTL EQUITY INDEX FD GLB EX US ETF 2,914 -6,292 (68.35) 52,887
ISHARES TR CORE S&P SCP ETF 2,712 -356 (11.6) 23,202
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 2,654 191 7.74 115,610