RETIREMENT PLANNING GROUP Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 59
New Positions 5
Increased Positions 28
Decreased Positions 21
Positions with Activity 49
Sold Out Positions 5
Total Mkt Value (in $ millions) 278

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

Sector Weighting

Basic Materials 0.15%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.08%
Energy 0.19%
Financial 90.02%
Healthcare
Services 0.1%
Technology 0.75%
Transportation 0.56%
Utilities 0.26%

5 New Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD BD INDEX FD INC TOTAL BND MRKT 23,162 23,162 New 279,163
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 14,129 14,129 New 260,003
ALPHABET INC CAP STK CL C 225 225 New 325
W & T OFFSHORE INC COM 48 48 New 20,000
NUVERRA ENVIRONMENTAL SOLUTION COM NEW 3 3 New 10,000


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