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) 327

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 0.18%
Energy 0.24%
Financial 94.3%
Healthcare 0.06%
Services 0.1%
Technology 0.68%
Transportation 0.64%
Utilities 0.2%

68 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES S&P GSCI COMMODITY IDX UNIT BEN INT 223 -81 (26.68) 11,308
BANK AMER CORP COM 216 New 14,108
SPDR SERIES TRUST BARCLYS TIPS ETF 210 New 3,700
GENERAL ELECTRIC CO COM 205 -637 (75.66) 8,245
CANADIAN NATL RY CO COM 198 New 3,000
JOHNSON & JOHNSON COM 193 New 1,923
INTERNATIONAL BUSINESS MACHS COM -188 Sold Out 0
ISHARES EM MKTS CURR ETF -760 Sold Out 0