Retirement Planning Group, LLC Q2 2017 Filing
Filed July 31, 2017
Portfolio Value
$332.9B
Holdings
49
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 1,303,301 | $76.2B | 22.89% | |
| 2 | BNDVANGUARD BD INDEX FD INC | 711,301 | $58.2B | 17.48% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 1,173,926 | $37.3B | 11.21% | |
| 4 | VIGVANGUARD SPECIALIZED PORTFOL | 346,940 | $32.2B | 9.66% | |
| 5 | BSVVANGUARD BD INDEX FD INC | 274,225 | $21.9B | 6.58% | |
| 6 | FNDBSCHWAB STRATEGIC TR | 532,841 | $18.0B | 5.40% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 393,621 | $16.1B | 4.83% | |
| 8 | SCHZSCHWAB STRATEGIC TR | 306,909 | $16.0B | 4.82% | |
| 9 | AQLTISHARES TR | 85,493 | $7.9B | 2.37% | |
| 10 | SCHCSCHWAB STRATEGIC TR | 187,435 | $6.3B | 1.89% | |
| 11 | SCHESCHWAB STRATEGIC TR | 225,814 | $5.6B | 1.69% | |
| 12 | SCHOSCHWAB STRATEGIC TR | 103,131 | $5.2B | 1.56% | |
| 13 | VEAVANGUARD TAX MANAGED INTL FD | 101,043 | $4.2B | 1.25% | |
| 14 | SCHHSCHWAB STRATEGIC TR | 82,625 | $3.4B | 1.02% | |
| 15 | IJRISHARES TR | 32,718 | $2.3B | 0.69% | |
| 16 | IJHISHARES TR | 10,193 | $1.8B | 0.53% | |
| 17 | IVVISHARES TR | 7,236 | $1.8B | 0.53% | |
| 18 | KSUEURKANSAS CITY SOUTHERN | 16,163 | $1.7B | 0.51% | |
| 19 | IDV*ISHARES TR | 46,088 | $1.5B | 0.45% | |
| 20 | SPYSPDR S&P 500 ETF TR | 4,957 | $1.2B | 0.36% | |
| 21 | AAPLAPPLE INC | 8,175 | $1.2B | 0.35% | |
| 22 | VEUVANGUARD INTL EQUITY INDEX F | 21,246 | $1.1B | 0.32% | |
| 23 | IWMISHARES TR | 7,488 | $1.1B | 0.32% | |
| 24 | BNDXVANGUARD CHARLOTTE FDS | 16,585 | $902.0M | 0.27% | |
| 25 | VUGVANGUARD INDEX FDS | 6,794 | $863.0M | 0.26% | |
| 26 | CERNCHFCERNER CORP | 12,340 | $820.0M | 0.25% | |
| 27 | —GREAT PLAINS ENERGY INC | 25,073 | $734.0M | 0.22% | |
| 28 | IWBISHARES TR | 5,413 | $732.0M | 0.22% | |
| 29 | JKHYHENRY JACK & ASSOC INC | 5,213 | $541.0M | 0.16% | |
| 30 | IWRISHARES TR | 2,744 | $527.0M | 0.16% | |
| 31 | IWVISHARES TR | 3,232 | $465.0M | 0.14% | |
| 32 | XOMEXXON MOBIL CORP | 5,472 | $442.0M | 0.13% | |
| 33 | VTIVANGUARD INDEX FDS | 3,203 | $399.0M | 0.12% | |
| 34 | DWXSPDR INDEX SHS FDS | 9,882 | $387.0M | 0.12% | |
| 35 | VNQVANGUARD INDEX FDS | 4,614 | $384.0M | 0.12% | |
| 36 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,195 | $380.0M | 0.11% | |
| 37 | TAT&T INC | 8,911 | $336.0M | 0.10% | |
| 38 | PGPROCTER AND GAMBLE CO | 3,672 | $320.0M | 0.10% | |
| 39 | SCHDSCHWAB STRATEGIC TR | 6,911 | $312.0M | 0.09% | |
| 40 | IWFISHARES TR | 2,515 | $299.0M | 0.09% | |
| 41 | EMBISHARES TR | 2,474 | $283.0M | 0.09% | |
| 42 | IWDISHARES TR | 2,371 | $276.0M | 0.08% | |
| 43 | BACBANK AMER CORP | 11,258 | $273.0M | 0.08% | |
| 44 | TIPISHARES TR | 2,156 | $245.0M | 0.07% | |
| 45 | STPZPIMCO ETF TR | 4,679 | $244.0M | 0.07% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,428 | $242.0M | 0.07% | |
| 47 | WRUSDWESTAR ENERGY INC | 4,540 | $241.0M | 0.07% | |
| 48 | VTIPVANGUARD MALVERN FDS | 4,372 | $215.0M | 0.06% | |
| 49 | WTIW & T OFFSHORE INC | 60,000 | $118.0M | 0.04% |