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) 337

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 0.25%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.17%
Energy 0.25%
Financial 94.38%
Healthcare 0.06%
Services 0.1%
Technology 0.68%
Transportation 0.64%
Utilities 0.2%

26 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 30,119 1,495 5.22 375,180
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 25,497 286 1.14 608,074
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 13,231 13,231 New 296,194
SPDR INDEX SHS FDS S&P EM MKT DIV 12,672 815 6.88 349,665
SCHWAB STRATEGIC TR SCHWAB FDT US BM 9,832 857 9.55 320,986
ISHARES JP MOR EM MK ETF 8,685 864 11.05 76,113
SCHWAB STRATEGIC TR INTL EQTY ETF 5,577 605 12.18 175,152
SCHWAB STRATEGIC TR INTL SCEQT ETF 5,162 631 13.92 162,337
SCHWAB STRATEGIC TR US AGGREGATE B 4,969 276 5.89 93,808
SCHWAB STRATEGIC TR SHT TM US TRES 4,787 518 12.14 94,253
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 2,854 245 9.40 107,310
ISHARES TR NA NAT RES 2,707 1,184 77.76 67,869
ISHARES TR MSCI EAFE ETF 2,633 655 33.12 39,060
SPDR INDEX SHS FDS S&P EMKTSC ETF 2,279 230 11.22 47,940
SPDR INDEX SHS FDS S&P INTL ETF 2,216 1,625 275.08 48,509
SCHWAB STRATEGIC TR US REIT ETF 2,123 77 3.76 53,370
APPLE INC COM 1,427 58 4.24 10,950
VANGUARD INDEX FDS GROWTH ETF 1,353 406 42.92 12,281
PIMCO ETF TR 1-5 US TIP IDX 1,320 859 186.27 25,177
ISHARES TR RUS MID-CAP ETF 816 7 .91 4,652


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