RETIREMENT PLANNING GROUP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 69
New Positions 2
Increased Positions 30
Decreased Positions 31
Positions with Activity 61
Sold Out Positions 2
Total Mkt Value (in $ millions) 332

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

Sector Weighting

Basic Materials 0.1%
Capital Goods 0.14%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 0.18%
Energy 0.43%
Financial 94.38%
Healthcare 0.06%
Services 0.11%
Technology 0.61%
Transportation 0.64%
Utilities 0%

69 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US BRD MKT ETF 46,326 528 1.15 958,545
VANGUARD BD INDEX FD INC SHORT TRM BOND 33,039 6,164 22.94 411,907
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 27,827 330 1.20 347,148
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 24,257 518 2.18 584,091
ISHARES INTL SEL DIV ETF 24,254 635 2.69 629,980
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 17,331 14,953 628.95 334,958
SPDR INDEX SHS FDS GLB NAT RESRCE 15,215 304 2.04 292,363
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 13,484 217 1.64 173,536
SPDR INDEX SHS FDS S&P EM MKT DIV 12,845 253 2.01 318,027
VANGUARD MALVERN FDS STRM INFPROIDX 10,435 31 .30 209,235
VANGUARD INDEX FDS REIT ETF 10,075 28 .27 131,272
VANGUARD INTL EQUITY INDEX FD GLB EX US ETF 9,734 141 1.47 164,342
ISHARES JP MOR EM MK ETF 7,832 -71 (0.9) 68,113
SCHWAB STRATEGIC TR SCHWAB FDT US BM 6,950 795 12.91 237,149
SCHWAB STRATEGIC TR INTL EQTY ETF 4,824 248 5.42 149,540
ISHARES TR SELECT DIVID ETF 4,774 -39 (0.81) 62,926
SCHWAB STRATEGIC TR INTL SCEQT ETF 4,564 233 5.37 137,140
SCHWAB STRATEGIC TR US AGGREGATE B 4,413 -72 (1.6) 84,964
SCHWAB STRATEGIC TR SHT TM US TRES 4,015 412 11.43 79,387
ISHARES TR CORE S&P SCP ETF 3,344 -76 (2.23) 30,474