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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)
Original 13F HR (0001607045-16-000068) filed in 2016.08.03
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD CHARLOTTE FDS 281,968 15,706 5.32%
52 ISHARES TR 877,754 25,130 8.52%
53 VANGUARD BD INDEX FDS 300,609 25,341 8.59%
54 VANGUARD SPECIALIZED PORTFOL 347,462 28,923 9.81%
55 VANGUARD BD INDEX FDS 455,428 36,917 12.52%
56 SCHWAB U.S. BROAD MARKET ETF 1,189,661 59,840 20.29%
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