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Institutional Investment Manager
Retirement Planning Group, LLC
Retirement Planning Group, LLC (CIK: 0001508195) incorporated in Kansas, located at 11460 Tomahawk Creek Pkwy, Leawood, KS. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q3)
Original 13F HR (0001214659-14-007100) filed in 2014.10.21
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 940,449 44,718 13.95%
2 VANGUARD BD INDEX FDS 424,005 33,950 10.59%
3 VANGUARD SCOTTSDALE FDS 356,556 28,478 8.88%
4 VANGUARD TAX-MANAGED FDS 601,243 23,899 7.45%
5 ISHARES TR 653,811 23,400 7.30%
6 SPDR INDEX SHS FDS 299,965 14,611 4.56%
7 VANGUARD SPECIALIZED FUNDS 174,321 13,414 4.18%
8 VANGUARD INTL EQUITY INDEX F 288,184 12,020 3.75%
9 SPDR INDEX SHS FDS 327,170 11,971 3.73%
10 VANGUARD MALVERN FDS 236,795 11,691 3.65%
11 VANGUARD INDEX FDS 132,863 9,546 2.98%
12 VANGUARD INTL EQUITY INDEX F 167,523 9,122 2.84%
13 SCHWAB STRATEGIC TR 293,007 8,452 2.64%
14 ISHARES TR 68,538 7,735 2.41%
15 SCHWAB INTERNATIONAL EQUITY ETF 156,137 4,843 1.51%
16 SCHWAB US AGGREGATE BOND ETF 88,590 4,586 1.43%
17 ISHARES TR 61,724 4,559 1.42%
18 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 142,506 4,466 1.39%
19 SCHWAB SHORT-TERM US TREASURY ETF 84,053 4,251 1.33%
20 ISHARES TR 68,488 2,846 0.89%
21 ISHARES TR 26,499 2,764 0.86%
22 ISHARES TR 44,282 2,652 0.83%
23 SCHWAB EMERGING MARKETS EQUITY ETF 98,088 2,491 0.78%
24 KANSAS CITY SOUTHERN 18,362 2,225 0.69%
25 VANGUARD INTL EQUITY INDEX F 44,905 2,211 0.69%
26 SPDR INDEX SHS FDS 43,105 2,068 0.64%
27 ISHARES TR 9,605 1,904 0.59%
28 ISHARES TR 29,343 1,881 0.59%
29 ISHARES TR 13,385 1,830 0.57%
30 SCHWAB U.S. REIT ETF 51,434 1,752 0.55%
31 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 38,180 1,709 0.53%
32 SPDR S&P 500 ETF TR 7,157 1,410 0.44%
33 ISHARES TR 12,022 1,315 0.41%
34 ISHARES RUSSELL 1000 ETF 10,620 1,167 0.36%
35 APPLE INC 10,505 1,058 0.33%
36 ISHARES INC 20,586 929 0.29%
37 VANGUARD INDEX FDS 8,593 856 0.27%
38 ISHARES 17,269 838 0.26%
39 ISHARES TR 4,610 730 0.23%
40 VANGUARD INDEX FDS 6,802 689 0.21%
41 GENERAL ELECTRIC CO 25,636 620 0.19%
42 EXXON MOBIL CORP 6,547 616 0.19%
43 PROCTER AND GAMBLE CO 7,244 607 0.19%
44 SPDR S&P MIDCAP 400 ETF TR 2,414 602 0.19%
45 SPDR INDEX SHS FDS 12,933 599 0.19%
46 ISHARES RUSSELL 3000 ETF 4,030 471 0.15%
47 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 8,795 462 0.14%
48 ISHARES S&P GSCI COMMODITY I 15,423 456 0.14%
49 ISHARES MSCI EAFE SMALL CAP IDX FD 8,677 421 0.13%
50 CATERPILLAR INC 4,210 417 0.13%
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