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 0.09%
Capital Goods 0.14%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 0.17%
Energy 0.45%
Financial 94.41%
Healthcare 0.06%
Services 0.11%
Technology 0.6%
Transportation 0.62%
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 45,798 522 1.15 958,545
VANGUARD BD INDEX FD INC SHORT TRM BOND 32,986 6,154 22.94 411,907
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 27,813 330 1.20 347,148
ISHARES INTL SEL DIV ETF 24,777 649 2.69 629,980
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 24,713 528 2.18 584,091
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 17,562 15,153 628.95 334,958
SPDR INDEX SHS FDS GLB NAT RESRCE 15,498 310 2.04 292,363
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 13,352 215 1.64 173,536
SPDR INDEX SHS FDS S&P EM MKT DIV 12,832 253 2.01 318,027
VANGUARD MALVERN FDS STRM INFPROIDX 10,453 31 .30 209,235
VANGUARD INDEX FDS REIT ETF 9,981 27 .27 131,272
VANGUARD INTL EQUITY INDEX FD GLB EX US ETF 9,732 141 1.47 164,342
ISHARES JP MOR EM MK ETF 7,860 -71 (0.9) 68,113
SCHWAB STRATEGIC TR SCHWAB FDT US BM 6,908 790 12.91 237,149
SCHWAB STRATEGIC TR INTL EQTY ETF 4,909 252 5.42 149,540
ISHARES TR SELECT DIVID ETF 4,715 -38 (0.81) 62,926
SCHWAB STRATEGIC TR INTL SCEQT ETF 4,620 236 5.37 137,140
SCHWAB STRATEGIC TR US AGGREGATE B 4,388 -71 (1.6) 84,964
SCHWAB STRATEGIC TR SHT TM US TRES 4,011 411 11.43 79,387
ISHARES TR CORE S&P SCP ETF 3,300 -75 (2.23) 30,474