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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 (2016Q3)
Portfolio Summary: 52 holdings with a total value of $309,179,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 1,290,917 67,541,000 21.85%
2 VANGUARD BD INDEX FDS 454,746 36,757,000 11.89%
3 VANGUARD SPECIALIZED FUNDS 350,874 29,449,000 9.52%
4 VANGUARD BD INDEX FDS 315,050 26,508,000 8.57%
5 ISHARES TR 851,486 25,528,000 8.26%
6 VANGUARD CHARLOTTE FDS 296,849 16,635,000 5.38%
7 VANGUARD INTL EQUITY INDEX F 415,716 15,643,000 5.06%
8 SCHWAB STRATEGIC TR 503,668 15,619,000 5.05%
9 ISHARES TR 89,827 7,697,000 2.49%
10 SCHWAB INTERNATIONAL EQUITY ETF 256,916 7,397,000 2.39%
11 VANGUARD MALVERN FDS 144,156 7,157,000 2.31%
12 SCHWAB SHORT-TERM US TREASURY ETF 124,186 6,307,000 2.04%
13 SCHWAB US AGGREGATE BOND ETF 115,941 6,223,000 2.01%
14 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 176,056 5,437,000 1.76%
15 VANGUARD TAX-MANAGED FDS 111,329 4,165,000 1.35%
16 SCHWAB EMERGING MARKETS EQUITY ETF 175,557 4,048,000 1.31%
17 SCHWAB U.S. REIT ETF 71,649 3,056,000 0.99%
18 ISHARES TR 20,352 2,527,000 0.82%
19 SPDR INDEX SHS FDS 48,762 1,794,000 0.58%
20 ISHARES TR 10,812 1,673,000 0.54%
21 ISHARES TR 7,351 1,599,000 0.52%
22 KANSAS CITY SOUTHERN 16,163 1,508,000 0.49%
23 SPDR S&P 500 ETF TR 6,457 1,397,000 0.45%
24 VANGUARD INTL EQUITY INDEX F 28,634 1,301,000 0.42%
25 APPLE INC 10,507 1,188,000 0.38%
26 ISHARES TR 8,836 1,098,000 0.36%
27 VANGUARD INDEX FDS 7,491 841,000 0.27%
28 ISHARES RUSSELL 1000 ETF 6,090 734,000 0.24%
29 PIMCO ETF TRUST 1-5 US TIP IDX ETF 13,536 713,000 0.23%
30 GREAT PLAINS ENERGY INC 24,482 668,000 0.22%
31 ISHARES TR 2,888 503,000 0.16%
32 EXXON MOBIL CORP 5,447 475,000 0.15%
33 VANGUARD INDEX FDS 4,153 462,000 0.15%
34 HENRY JACK & ASSOC INC COM 5,213 446,000 0.14%
35 VANGUARD INDEX FDS 4,932 428,000 0.14%
36 ISHARES RUSSELL 3000 ETF 3,232 414,000 0.13%
37 SPDR S&P MIDCAP 400 ETF TR 1,257 355,000 0.11%
38 AT&T INC 8,717 354,000 0.11%
39 PROCTER AND GAMBLE CO 3,872 348,000 0.11%
40 SCHWAB US DIVIDEND EQUITY ETF 7,991 338,000 0.11%
41 ISHARES TR 2,662 312,000 0.10%
42 CERNER CORP 4,787 296,000 0.10%
43 ISHARES TR 2,555 266,000 0.09%
44 SPDR INDEX SHS FDS 6,096 263,000 0.09%
45 ALPHABET INC 330 257,000 0.08%
46 WESTAR ENERGY 4,467 254,000 0.08%
47 ISHARES TR 2,156 251,000 0.08%
48 BERKSHIRE HATHAWAY INC DEL 1,508 218,000 0.07%
49 VALSPAR CORP 2,000 212,000 0.07%
50 VANGUARD INTL EQUITY INDEX F 3,645 205,000 0.07%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001607045-16-000080, filed 2016.11.04).

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.