RETIREMENT PLANNING GROUP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 83
New Positions 6
Increased Positions 25
Decreased Positions 56
Positions with Activity 81
Sold Out Positions 10
Total Mkt Value (in $ millions) 286

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 0.26%
Conglomerates
Consumer Cyclical 0.07%
Consumer/Non-Cyclical 0.21%
Energy 0.5%
Financial 93.33%
Healthcare 0.09%
Services 0.27%
Technology 0.61%
Transportation 0.67%
Utilities 0.18%

25 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB STRATEGIC TR US BRD MKT ETF 46,374 2,713 6.21 1,012,541
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 22,882 2,958 14.85 285,741
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 21,567 1,146 5.61 516,946
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 18,675 1,254 7.20 453,826
SPDR INDEX SHS FDS GLB NAT RESRCE 13,431 858 6.83 262,944
ISHARES INTL SEL DIV ETF 11,727 85 .73 297,273
SPDR INDEX SHS FDS S&P EM MKT DIV 9,643 1,748 22.14 244,075
VANGUARD INDEX FDS REIT ETF 9,380 192 2.09 129,668
VANGUARD INTL EQUITY INDEX FD GLB EX US ETF 8,284 446 5.69 149,673
SCHWAB STRATEGIC TR US AGGREGATE B 7,793 761 10.82 152,126
SCHWAB STRATEGIC TR INTL EQTY ETF 4,185 18 .42 131,527
ISHARES NA NAT RES 1,959 14 .70 42,440
SPDR INDEX SHS FDS S&P EMKTSC ETF 1,743 22 1.28 36,326
ISHARES EM MKTS DIV ETF 1,496 223 17.53 30,533
ISHARES EM MKTS CURR ETF 1,394 361 34.96 27,735
SPDR INDEX SHS FDS EMERG MKTS ETF 654 263 67.00 10,137
PROCTER & GAMBLE CO COM 599 106 21.38 7,376
US BANCORP DEL COM NEW 589 589 New 14,500
GREAT PLAINS ENERGY INC COM 516 3 .58 19,341
CERNER CORP COM 448 66 17.23 8,336