RETIREMENT PLANNING GROUP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 70
New Positions 3
Increased Positions 26
Decreased Positions 36
Positions with Activity 62
Sold Out Positions 6
Total Mkt Value (in $ millions) 320

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 0.2%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.19%
Energy 0.27%
Financial 93.91%
Healthcare 0.06%
Services 0.11%
Technology 0.63%
Transportation 0.75%
Utilities

3 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LOCKHEED MARTIN CORP COM 225 225 New 1,302
CANADIAN NATL RY CO COM 202 202 New 3,000
INTERNATIONAL BUSINESS MACHS COM 192 192 New 1,174


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