Evite el fraude, obtenga los hechos y encuentre lo mejor
Legal Name: THE RETIREMENT PLANNING GROUP, INC.
Período de informe:
Jun 30, 2019
Fecha de vigencia:
Jul 25, 2019
| Seguridad |
Acciones mantenidas / Cantidad principal |
Valor de mercado |
Opción |
|
SCHWAB STRATEGIC TR (808524102)
|
1,301,811 |
$91,817k |
|
|
VANGUARD SCOTTSDALE FDS (92206C565)
|
585,072 |
$46,092k |
|
|
ISHARES TR (46434V878)
|
868,223 |
$43,750k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
1,291,160 |
$41,433k |
|
|
VANGUARD GROUP (921908844)
|
337,091 |
$38,819k |
|
|
ISHARES TR (46429B697)
|
493,019 |
$30,434k |
|
|
JOHN HANCOCK ETF TRUST (47804J107)
|
558,316 |
$21,099k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
482,564 |
$20,523k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
289,954 |
$15,368k |
|
|
ISHARES TR (46434V282)
|
419,349 |
$13,319k |
|
|
SPDR SERIES TRUST (78464A847)
|
271,530 |
$9,251k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
318,029 |
$8,345k |
|
|
JOHN HANCOCK ETF TRUST (47804J859)
|
230,356 |
$6,508k |
|
|
ISHARES (464287168)
|
60,612 |
$6,035k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
179,783 |
$5,868k |
|
|
SCHWAB STRATEGIC T (808524862)
|
97,228 |
$4,919k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
81,922 |
$3,417k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
18,990 |
$2,148k |
|
|
KANSAS CITY SOUTHERN (485170302)
|
16,283 |
$1,984k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
6,363 |
$1,875k |
|
|
SCHWAB STRATEGIC TR (808524789)
|
47,821 |
$1,849k |
|
|
Apple Inc (037833100)
|
8,757 |
$1,733k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
5,665 |
$1,660k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
20,409 |
$1,598k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
7,162 |
$1,391k |
|
|
PIMCO ETF TR (72201R866)
|
24,414 |
$1,339k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
16,887 |
$1,185k |
|
|
EVERGY INC (30034W106)
|
17,404 |
$1,047k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
6,194 |
$1,012k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,269 |
$975k |
|
|
CERNER CORP (156782104)
|
12,479 |
$915k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
17,764 |
$906k |
|
|
HENRY JACK & ASSOC (426281101)
|
5,163 |
$691k |
|
|
SPDR SERIES TRUST (78464A805)
|
18,853 |
$687k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
3,946 |
$642k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
7,781 |
$627k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
6,822 |
$567k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
10,080 |
$563k |
|
|
ISHARES RUS (464287689)
|
3,112 |
$536k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
19,125 |
$533k |
|
|
ISHARES (464288448)
|
15,906 |
$489k |
|
|
Amazon.com Inc (023135106)
|
228 |
$432k |
|
|
Exxon Mobil Corp (30231G102)
|
5,117 |
$392k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
3,326 |
$388k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,349 |
$367k |
|
|
SPDR INDEX SHS FDS (78463X848)
|
9,987 |
$366k |
|
|
S&P WRLD EX US (78463X889)
|
12,190 |
$361k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,128 |
$361k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
987 |
$350k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,536 |
$327k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,036 |
$320k |
|
|
MICROSOFT CORP (594918104)
|
2,386 |
$320k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
5,492 |
$291k |
|
|
SPDR SERIES TRUST (78464A649)
|
9,751 |
$284k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
2,406 |
$273k |
|
|
Occidental Petroleum Corp (674599105)
|
5,407 |
$272k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
4,549 |
$261k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,040 |
$260k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
3,406 |
$256k |
|
|
ISHARES TR (464287176)
|
2,157 |
$249k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,627 |
$244k |
|
|
Boeing Co/The (097023105)
|
665 |
$242k |
|
|
US BANCORP DEL (902973304)
|
4,278 |
$224k |
|
|
SPROTT PHYSICAL GOLD TRUST (85207H104)
|
10,000 |
$113k |
|
|
Sprott Physical Silver Trust (85207K107)
|
13,000 |
$74k |
|
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