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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
51 VANGUARD BD INDEX FDS 388,777 30,888,000 9.88%
52 SCHWAB U.S. BROAD MARKET ETF 1,290,268 69,907,000 22.36%
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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.