RETIREMENT PLANNING GROUP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 68
New Positions 4
Increased Positions 26
Decreased Positions 33
Positions with Activity 59
Sold Out Positions 2
Total Mkt Value (in $ millions) 331

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

Sector Weighting

Basic Materials 0.11%
Capital Goods 0.25%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.18%
Energy 0.25%
Financial 94.23%
Healthcare 0.06%
Services 0.1%
Technology 0.69%
Transportation 0.71%
Utilities 0.2%

68 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US BRD MKT ETF 48,014 -71 (0.15) 939,067
VANGUARD BD INDEX FD INC SHORT TRM BOND 33,745 -184 (0.54) 421,709
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 29,954 1,487 5.22 375,180
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 24,414 274 1.14 608,074
ISHARES INTL SEL DIV ETF 20,599 -2,356 (10.26) 586,701
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 14,223 -106 (0.74) 173,034
SPDR INDEX SHS FDS GLB NAT RESRCE 13,346 -129 (0.95) 297,103
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 12,108 12,108 New 296,194
SPDR INDEX SHS FDS S&P EM MKT DIV 11,777 758 6.88 349,665
VANGUARD INDEX FDS REIT ETF 10,742 -271 (2.46) 129,598
VANGUARD MALVERN FDS STRM INFPROIDX 10,653 -843 (7.34) 219,424
SCHWAB STRATEGIC TR SCHWAB FDT US BM 9,752 850 9.55 320,986
VANGUARD INTL EQUITY INDEX FD GLB EX US ETF 9,430 -25 (0.26) 167,088
ISHARES JP MOR EM MK ETF 8,485 844 11.05 76,113
SCHWAB STRATEGIC TR INTL EQTY ETF 5,326 578 12.18 175,152
SCHWAB STRATEGIC TR INTL SCEQT ETF 4,925 602 13.92 162,337
SCHWAB STRATEGIC TR US AGGREGATE B 4,916 273 5.89 93,808
ISHARES TR SELECT DIVID ETF 4,808 -41 (0.85) 61,199
SCHWAB STRATEGIC TR SHT TM US TRES 4,769 516 12.14 94,253
ISHARES TR CORE S&P SCP ETF 3,046 -29 (0.96) 26,246