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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 (2016Q4)
Portfolio Summary: 52 holdings with a total value of $312,692,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 1,290,268 69,907,000 22.36%
2 VANGUARD BD INDEX FDS 388,777 30,888,000 9.88%
3 VANGUARD SPECIALIZED FUNDS 345,086 29,394,000 9.40%
4 ISHARES TR 864,194 25,546,000 8.17%
5 VANGUARD BD INDEX FDS 265,826 21,476,000 6.87%
6 SCHWAB STRATEGIC TR 511,856 16,656,000 5.33%
7 VANGUARD CHARLOTTE FDS 303,178 16,460,000 5.26%
8 VANGUARD INTL EQUITY INDEX F 395,426 14,148,000 4.52%
9 SCHWAB SHORT-TERM US TREASURY ETF 228,263 11,509,000 3.68%
10 SCHWAB INTERNATIONAL EQUITY ETF 398,096 11,019,000 3.52%
11 SCHWAB US AGGREGATE BOND ETF 208,368 10,731,000 3.43%
12 ISHARES TR 88,695 7,856,000 2.51%
13 VANGUARD MALVERN FDS 138,973 6,832,000 2.18%
14 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 178,706 5,200,000 1.66%
15 SCHWAB EMERGING MARKETS EQUITY ETF 213,131 4,595,000 1.47%
16 VANGUARD TAX-MANAGED FDS 110,153 4,025,000 1.29%
17 SCHWAB U.S. REIT ETF 75,966 3,118,000 1.00%
18 ISHARES TR 19,778 2,720,000 0.87%
19 ISHARES TR 10,896 1,802,000 0.58%
20 ISHARES TR 7,406 1,666,000 0.53%
21 KANSAS CITY SOUTHERN 16,163 1,371,000 0.44%
22 SPDR S&P 500 ETF TR 5,456 1,220,000 0.39%
23 ISHARES TR 8,596 1,159,000 0.37%
24 APPLE INC 9,997 1,158,000 0.37%
25 SPDR INDEX SHS FDS 31,146 1,123,000 0.36%
26 VANGUARD INTL EQUITY INDEX F 24,942 1,102,000 0.35%
27 VANGUARD INDEX FDS 7,753 864,000 0.28%
28 ISHARES RUSSELL 1000 ETF 6,133 763,000 0.24%
29 PIMCO ETF TRUST 1-5 US TIP IDX ETF 13,379 702,000 0.22%
30 GREAT PLAINS ENERGY INC 24,655 674,000 0.22%
31 ISHARES TR 2,932 524,000 0.17%
32 EXXON MOBIL CORP 5,372 485,000 0.16%
33 VANGUARD INDEX FDS 4,153 479,000 0.15%
34 HENRY JACK & ASSOC INC COM 5,213 463,000 0.15%
35 ISHARES RUSSELL 3000 ETF 3,232 430,000 0.14%
36 VANGUARD INDEX FDS 4,734 391,000 0.13%
37 SPDR S&P MIDCAP 400 ETF TR 1,248 377,000 0.12%
38 AT&T INC 8,328 354,000 0.11%
39 SCHWAB US DIVIDEND EQUITY ETF 8,069 352,000 0.11%
40 PROCTER AND GAMBLE CO 3,872 326,000 0.10%
41 ISHARES TR 2,501 276,000 0.09%
42 ALPHABET INC 330 255,000 0.08%
43 WESTAR ENERGY 4,491 253,000 0.08%
44 BANK AMER CORP 11,157 247,000 0.08%
45 ISHARES TR 2,156 244,000 0.08%
46 GAMING & LEISURE PPTYS INC 7,593 232,000 0.07%
47 ISHARES TR 2,209 232,000 0.07%
48 CERNER CORP 4,787 227,000 0.07%
49 W T OFFSHORE INC 80,000 222,000 0.07%
50 BERKSHIRE HATHAWAY INC DEL 1,358 221,000 0.07%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001607045-17-000009, filed 2017.01.30).

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.