RETIREMENT PLANNING GROUP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 68
New Positions 2
Increased Positions 22
Decreased Positions 43
Positions with Activity 65
Sold Out Positions 7
Total Mkt Value (in $ millions) 246

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

Sector Weighting

Basic Materials 0.14%
Capital Goods 0.19%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.14%
Energy 0.29%
Financial 93.3%
Healthcare 0.15%
Services 0.15%
Technology 0.78%
Transportation 0.77%
Utilities 0.27%

68 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CANADIAN NATL RY CO COM 186 New 3,000
ISHARES GLOBAL MATER ETF -2,049 Sold Out 0
ISHARES INC CORE MSCI EMKT -222 Sold Out 0
ISHARES S&P GSCI COMMODITY IDX UNIT BEN INT -200 Sold Out 0
JOHNSON & JOHNSON COM -192 Sold Out 0
LOCKHEED MARTIN CORP COM -271 Sold Out 0
SPDR INDEX SHS FDS EMERG MKTS ETF -213 Sold Out 0
SPDR SERIES TRUST BARCLYS TIPS ETF -208 Sold Out 0