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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
1 SCHWAB U.S. BROAD MARKET ETF 1,189,661 59,840 20.29%
2 ISHARES TR 877,754 25,130 8.52%
3 VANGUARD BD INDEX FDS 455,428 36,917 12.52%
4 SCHWAB STRATEGIC TR 435,665 13,082 4.43%
5 VANGUARD SPECIALIZED FUNDS 347,462 28,923 9.81%
6 VANGUARD BD INDEX FDS 300,609 25,341 8.59%
7 VANGUARD CHARLOTTE FDS 281,968 15,706 5.32%
8 VANGUARD INTL EQUITY INDEX F 262,419 9,245 3.13%
9 SCHWAB INTERNATIONAL EQUITY ETF 245,970 6,668 2.26%
10 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 217,269 6,256 2.12%
11 SCHWAB EMERGING MARKETS EQUITY ETF 167,766 3,572 1.21%
12 VANGUARD TAX-MANAGED FDS 148,240 5,242 1.78%
13 VANGUARD MALVERN FDS 146,789 7,263 2.46%
14 SCHWAB SHORT-TERM US TREASURY ETF 115,540 5,888 2.00%
15 SCHWAB US AGGREGATE BOND ETF 109,877 5,903 2.00%
16 ISHARES TR 95,620 8,154 2.76%
17 W T OFFSHORE INC 80,000 186 0.06%
18 SPDR INDEX SHS FDS 75,043 2,954 1.00%
19 SCHWAB U.S. REIT ETF 61,375 2,666 0.90%
20 VANGUARD INTL EQUITY INDEX F 31,383 1,345 0.46%
21 CREDIT SUISSE AG NASSAU BRH 30,000 65 0.02%
22 GREAT PLAINS ENERGY INC 24,313 739 0.25%
23 ISHARES TR 20,331 2,363 0.80%
24 VANGUARD INDEX FDS 18,913 2,027 0.69%
25 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 17,223 910 0.31%
26 SPDR INDEX SHS FDS 17,072 460 0.16%
27 SPDR INDEX SHS FDS 16,333 575 0.19%
28 KANSAS CITY SOUTHERN 16,163 1,456 0.49%
29 ISHARES TR 11,527 1,325 0.45%
30 BANK AMER CORP 11,032 146 0.05%
31 ISHARES TR 10,599 1,583 0.54%
32 APPLE INC 10,463 1,000 0.34%
33 SPDR INDEX SHS FDS 10,067 374 0.13%
34 ISHARES RUSSELL 1000 ETF 8,933 1,044 0.35%
35 SCHWAB US DIVIDEND EQUITY ETF 7,875 326 0.11%
36 ISHARES TR 7,826 1,647 0.56%
37 AT&T INC 7,702 333 0.11%
38 ISHARES TR 7,078 815 0.28%
39 SPDR S&P 500 ETF TR 6,995 1,465 0.50%
40 VANGUARD INDEX FDS 6,044 536 0.18%
41 EXXON MOBIL CORP 5,447 511 0.17%
42 HENRY JACK & ASSOC INC 5,213 455 0.15%
43 ISHARES TR 4,758 800 0.27%
44 VANGUARD INDEX FDS 4,741 508 0.17%
45 CERNER CORP 4,467 262 0.09%
46 WESTAR ENERGY 4,444 249 0.08%
47 PROCTER AND GAMBLE CO 4,072 345 0.12%
48 VANGUARD INTL EQUITY INDEX F 3,832 207 0.07%
49 ISHARES RUSSELL 3000 ETF 3,232 401 0.14%
50 ISHARES TR 2,598 261 0.09%
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