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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 (2016Q1)
Portfolio Summary: 56 holdings with a total value of $282,443,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 1,163,018 57,314,000 20.29%
2 VANGUARD BD INDEX FDS 401,182 32,347,000 11.45%
3 VANGUARD SPECIALIZED FUNDS 341,548 27,751,000 9.83%
4 ISHARES TR 855,705 24,807,000 8.78%
5 VANGUARD BD INDEX FDS 288,201 23,864,000 8.45%
6 VANGUARD CHARLOTTE FDS 271,150 14,789,000 5.24%
7 SCHWAB STRATEGIC TR 432,663 12,696,000 4.50%
8 VANGUARD INTL EQUITY INDEX F 258,434 8,937,000 3.16%
9 ISHARES TR 96,371 7,871,000 2.79%
10 VANGUARD MALVERN FDS 151,257 7,431,000 2.63%
11 SCHWAB INTERNATIONAL EQUITY ETF 241,604 6,550,000 2.32%
12 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 215,551 6,240,000 2.21%
13 SCHWAB US AGGREGATE BOND ETF 108,224 5,716,000 2.02%
14 SCHWAB SHORT-TERM US TREASURY ETF 111,568 5,668,000 2.01%
15 VANGUARD TAX-MANAGED FDS 150,459 5,398,000 1.91%
16 SCHWAB EMERGING MARKETS EQUITY ETF 166,400 3,456,000 1.22%
17 SPDR INDEX SHS FDS 73,925 2,876,000 1.02%
18 SCHWAB U.S. REIT ETF 61,292 2,537,000 0.90%
19 ISHARES TR 20,265 2,281,000 0.81%
20 VANGUARD INDEX FDS 19,004 2,023,000 0.72%
21 ISHARES TR 7,927 1,638,000 0.58%
22 ISHARES TR 10,526 1,518,000 0.54%
23 SPDR S&P 500 ETF TR 7,080 1,455,000 0.52%
24 KANSAS CITY SOUTHERN 16,163 1,381,000 0.49%
25 VANGUARD INTL EQUITY INDEX F 31,004 1,338,000 0.47%
26 ISHARES TR 11,453 1,267,000 0.45%
27 APPLE INC 10,408 1,134,000 0.40%
28 ISHARES RUSSELL 1000 ETF 8,928 1,018,000 0.36%
29 PIMCO ETF TRUST 1-5 US TIP IDX ETF 17,595 921,000 0.33%
30 ISHARES TR 8,242 910,000 0.32%
31 ISHARES TR 4,724 770,000 0.27%
32 GREAT PLAINS ENERGY INC 21,098 680,000 0.24%
33 SPDR INDEX SHS FDS 18,109 635,000 0.22%
34 SPDR INDEX SHS FDS 20,293 543,000 0.19%
35 VANGUARD INDEX FDS 6,362 533,000 0.19%
36 VANGUARD INDEX FDS 4,830 506,000 0.18%
37 EXXON MOBIL CORP 5,447 455,000 0.16%
38 SPDR INDEX SHS FDS 12,925 452,000 0.16%
39 HENRY JACK & ASSOC INC COM 5,213 441,000 0.16%
40 ISHARES RUSSELL 3000 ETF 3,232 391,000 0.14%
41 SPDR S&P MIDCAP 400 ETF TR 1,357 357,000 0.13%
42 PROCTER AND GAMBLE CO 3,922 323,000 0.11%
43 VALSPAR CORP 3,000 321,000 0.11%
44 AT&T INC 7,695 301,000 0.11%
45 ISHARES TR 2,576 257,000 0.09%
46 ISHARES TR 2,156 247,000 0.09%
47 ALPHABET INC 330 246,000 0.09%
48 VANGUARD SCOTTSDALE FDS 3,029 242,000 0.09%
49 CERNER CORP 4,467 237,000 0.08%
50 VANGUARD INTL EQUITY INDEX F 4,326 231,000 0.08%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001607045-16-000059, filed 2016.05.16).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.