RETIREMENT PLANNING GROUP
11512 W. 119TH STREET, OVERLAND PARK, Kansas, 66213, (913) 498-8898
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 538 |
| New Positions | 1 |
| Increased Positions | 38 |
| Decreased Positions | 492 |
| Positions with Activity | 530 |
| Sold Out Positions | 461 |
| Total Mkt Value (in $ millions) |
218 |
Sector Weighting
| Basic Materials | 0.19% |
| Capital Goods | 0.29% |
| Conglomerates | |
| Consumer Cyclical | 0.15% |
| Consumer/Non-Cyclical | 0.22% |
| Energy | 0.68% |
| Financial | 90.47% |
| Healthcare | 0.35% |
| Services | 0.39% |
| Technology | 1.03% |
| Transportation | 0.97% |
| Utilities | 0.26% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
38 INCREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX FD | FTSE EMR MKT ETF | 16,820 | 386 | 2.35 | 418,836 |
| VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 16,568 | 1,459 | 9.66 | 439,008 |
| VANGUARD INDEX FDS | REIT ETF | 13,404 | 963 | 7.74 | 189,484 |
| VANGUARD INTL EQUITY INDEX FD | GLB EX US ETF | 11,820 | 876 | 8.01 | 216,049 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 11,717 | 1,474 | 14.39 | 244,057 |
| ISHARES TR | DJ SEL DIV INX | 11,589 | 956 | 8.99 | 176,225 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 11,282 | 1,158 | 11.44 | 281,576 |
| ISHARES TR | JPMORGAN USD | 9,923 | 816 | 8.97 | 88,770 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 8,976 | 8,976 | New | 181,337 |
| ISHARES TR | DJ INTL SEL DIVD | 8,711 | 843 | 10.72 | 254,483 |
| ISHARES TR | S&PCITI1-3YRTB | 7,951 | 982 | 14.10 | 83,386 |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | 7,370 | 983 | 15.40 | 177,312 |
| ISHARES TR | CORE S&P MCP ETF | 4,291 | 200 | 4.90 | 36,063 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3,364 | 501 | 17.49 | 117,821 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 3,221 | 315 | 10.83 | 114,206 |
| VANGUARD SPECIALIZED PORTFOLIO | DIV APP ETF | 3,117 | 327 | 11.71 | 45,444 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 3,112 | 608 | 24.29 | 56,586 |
| VANGUARD INTL EQUITY INDEX FD | ALLWRLD EX US | 2,988 | 224 | 8.12 | 63,921 |
| ISHARES TR | CORE S&P500 ETF | 2,945 | 171 | 6.18 | 17,678 |
| SCHWAB STRATEGIC TR | US REIT ETF | 2,929 | 280 | 10.57 | 89,429 |
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