RETIREMENT PLANNING GROUP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 69
New Positions 2
Increased Positions 30
Decreased Positions 31
Positions with Activity 61
Sold Out Positions 2
Total Mkt Value (in $ millions) 329

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 0.14%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 0.18%
Energy 0.43%
Financial 94.35%
Healthcare 0.06%
Services 0.11%
Technology 0.63%
Transportation 0.65%
Utilities 0%

69 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR INDEX SHS FDS EMERG MKTS ETF 239 -18 (6.89) 3,421
BANK AMER CORP COM 238 New 14,158
SCHWAB STRATEGIC TR US SML CAP ETF 228 16 7.61 4,226
SCHWAB STRATEGIC TR US MID-CAP ETF 222 -6 (2.47) 5,530
SPDR SERIES TRUST BARCLYS TIPS ETF 207 New 3,700
JOHNSON & JOHNSON COM 201 201 New 1,918
FORD MTR CO DEL COM PAR $0.01 136 -83 (37.94) 8,222
GREAT PLAINS ENERGY INC COM -594 Sold Out 0
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF -13,051 Sold Out 0