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) 248

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 0.2%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.14%
Energy 0.31%
Financial 93.35%
Healthcare 0.14%
Services 0.15%
Technology 0.79%
Transportation 0.71%
Utilities 0.25%

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 47,149 -20 (0.04) 938,663
VANGUARD BD INDEX FD INC SHORT TRM BOND 34,340 523 1.55 428,232
ISHARES INTL SEL DIV ETF 19,597 629 3.31 606,145
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 13,392 -205 (1.51) 170,423
SPDR INDEX SHS FDS S&P EM MKT DIV 12,764 1,320 11.53 389,988
SCHWAB STRATEGIC TR SCHWAB FDT US BM 10,353 836 8.78 349,173
VANGUARD MALVERN FDS STRM INFPROIDX 9,456 -1,225 (11.47) 194,258
ISHARES JP MOR EM MK ETF 9,207 841 10.05 83,763
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 7,452 -16,658 (69.09) 187,950
SCHWAB STRATEGIC TR INTL EQTY ETF 5,922 585 10.96 194,347
SCHWAB STRATEGIC TR INTL SCEQT ETF 5,687 605 11.92 181,679
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 5,640 -24,217 (81.11) 70,868
SCHWAB STRATEGIC TR SHT TM US TRES 5,441 661 13.84 107,293
SCHWAB STRATEGIC TR US AGGREGATE B 5,412 559 11.53 104,622
ISHARES TR SELECT DIVID ETF 3,966 -633 (13.77) 52,773
SPDR INDEX SHS FDS S&P INTL ETF 3,826 1,815 90.20 92,264
VANGUARD INDEX FDS REIT ETF 3,228 -6,452 (66.65) 43,217
VANGUARD INTL EQUITY INDEX FD GLB EX US ETF 2,933 -6,334 (68.35) 52,887
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 2,842 204 7.74 115,610
ISHARES TR CORE S&P SCP ETF 2,735 -359 (11.6) 23,202


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