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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 (2016Q2)
Portfolio Summary: 56 holdings with a total value of $294,976,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 1,189,661 59,840,000 20.29%
2 VANGUARD BD INDEX FDS 455,428 36,917,000 12.52%
3 VANGUARD SPECIALIZED FUNDS 347,462 28,923,000 9.81%
4 VANGUARD BD INDEX FDS 300,609 25,341,000 8.59%
5 ISHARES TR 877,754 25,130,000 8.52%
6 VANGUARD CHARLOTTE FDS 281,968 15,706,000 5.32%
7 SCHWAB STRATEGIC TR 435,665 13,082,000 4.43%
8 VANGUARD INTL EQUITY INDEX F 262,419 9,245,000 3.13%
9 ISHARES TR 95,620 8,154,000 2.76%
10 VANGUARD MALVERN FDS 146,789 7,263,000 2.46%
11 SCHWAB INTERNATIONAL EQUITY ETF 245,970 6,668,000 2.26%
12 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 217,269 6,256,000 2.12%
13 SCHWAB US AGGREGATE BOND ETF 109,877 5,903,000 2.00%
14 SCHWAB SHORT-TERM US TREASURY ETF 115,540 5,888,000 2.00%
15 VANGUARD TAX-MANAGED FDS 148,240 5,242,000 1.78%
16 SCHWAB EMERGING MARKETS EQUITY ETF 167,766 3,572,000 1.21%
17 SPDR INDEX SHS FDS 75,043 2,954,000 1.00%
18 SCHWAB U.S. REIT ETF 61,375 2,666,000 0.90%
19 ISHARES TR 20,331 2,363,000 0.80%
20 VANGUARD INDEX FDS 18,913 2,027,000 0.69%
21 ISHARES TR 7,826 1,647,000 0.56%
22 ISHARES TR 10,599 1,583,000 0.54%
23 SPDR S&P 500 ETF TR 6,995 1,465,000 0.50%
24 KANSAS CITY SOUTHERN 16,163 1,456,000 0.49%
25 VANGUARD INTL EQUITY INDEX F 31,383 1,345,000 0.46%
26 ISHARES TR 11,527 1,325,000 0.45%
27 ISHARES RUSSELL 1000 ETF 8,933 1,044,000 0.35%
28 APPLE INC 10,463 1,000,000 0.34%
29 PIMCO ETF TRUST 1-5 US TIP IDX ETF 17,223 910,000 0.31%
30 ISHARES TR 7,078 815,000 0.28%
31 ISHARES TR 4,758 800,000 0.27%
32 GREAT PLAINS ENERGY INC 24,313 739,000 0.25%
33 SPDR INDEX SHS FDS 16,333 575,000 0.19%
34 VANGUARD INDEX FDS 6,044 536,000 0.18%
35 EXXON MOBIL CORP 5,447 511,000 0.17%
36 VANGUARD INDEX FDS 4,741 508,000 0.17%
37 SPDR INDEX SHS FDS 17,072 460,000 0.16%
38 HENRY JACK & ASSOC INC COM 5,213 455,000 0.15%
39 ISHARES RUSSELL 3000 ETF 3,232 401,000 0.14%
40 SPDR INDEX SHS FDS 10,067 374,000 0.13%
41 SPDR S&P MIDCAP 400 ETF TR 1,357 369,000 0.13%
42 PROCTER AND GAMBLE CO 4,072 345,000 0.12%
43 AT&T INC 7,702 333,000 0.11%
44 SCHWAB US DIVIDEND EQUITY ETF 7,875 326,000 0.11%
45 CERNER CORP 4,467 262,000 0.09%
46 ISHARES TR 2,598 261,000 0.09%
47 ISHARES TR 2,156 252,000 0.09%
48 WESTAR ENERGY 4,444 249,000 0.08%
49 ALPHABET INC 330 228,000 0.08%
50 ISHARES TR 2,170 224,000 0.08%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001607045-16-000068, filed 2016.08.03).

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.