Retirement Planning Group

Q4 2013 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2013
Date filed
1/30/2014
Form type
13F-HR
Num holdings
73
Total value ($000)
$281,258
Net value change ($000)
—
New positions
73
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 7/30/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHB 45,574 —
VCSH 22,796 —
VEA 21,546 —
VWO 18,670 —
BSV 15,012 —
GNR 13,210 —
VIG 11,974 —
IDV 11,279 —
VTIP 9,920 —
EDIV 9,534 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type