0001085146-22-000229.txt : 20220120 0001085146-22-000229.hdr.sgml : 20220120 20220119213526 ACCESSION NUMBER: 0001085146-22-000229 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220120 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220120 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Retirement Planning Group CENTRAL INDEX KEY: 0001508195 IRS NUMBER: 200353273 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14171 FILM NUMBER: 22540477 BUSINESS ADDRESS: STREET 1: 4811 W. 136TH STREET CITY: LEAWOOD STATE: KS ZIP: 66224 BUSINESS PHONE: 913-498-8898 MAIL ADDRESS: STREET 1: 4811 W. 136TH STREET CITY: LEAWOOD STATE: KS ZIP: 66224 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001508195 XXXXXXXX 12-31-2021 12-31-2021 false Retirement Planning Group

4811 W. 136TH STREET LEAWOOD KS 66224

13F HOLDINGS REPORT 028-14171 N Alexis Barling 913 498-8898 /s/Alexis Barling Leawood KS 01-18-2022 0 108 1034454 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 390 2769 SH SOLE 2769 0 0 ABBVIE INC COM 00287Y109 625 4614 SH SOLE 4614 0 0 ALPHABET INC CAP STK CL A 02079K305 559 193 SH SOLE 193 0 0 AMAZON COM INC COM 023135106 1056 317 SH SOLE 317 0 0 APPLE INC COM 037833100 7038 39634 SH SOLE 39634 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 667 2232 SH SOLE 2232 0 0 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 62135 1656279 SH SOLE 1656279 0 0 CANADIAN NATL RY CO COM 136375102 263 2144 SH SOLE 2144 0 0 CANADIAN PAC RY LTD COM 13645T100 3434 47740 SH SOLE 47740 0 0 CATERPILLAR INC COM 149123101 205 992 SH SOLE 992 0 0 CERNER CORP COM 156782104 875 9423 SH SOLE 9423 0 0 CISCO SYS INC COM 17275R102 238 3762 SH SOLE 3762 0 0 COLGATE PALMOLIVE CO COM 194162103 218 2559 SH SOLE 2559 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3165 109259 SH SOLE 109259 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2412 46661 SH SOLE 46661 0 0 EVERGY INC COM 30034W106 1427 20804 SH SOLE 20804 0 0 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 630 14680 SH SOLE 14680 0 0 EXXON MOBIL CORP COM 30231G102 327 5350 SH SOLE 5350 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 1136 8393 SH SOLE 8393 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 10006 283710 SH SOLE 283710 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 101579 1067683 SH SOLE 1067683 0 0 HENRY JACK & ASSOC INC COM 426281101 845 5063 SH SOLE 5063 0 0 HOME DEPOT INC COM 437076102 220 530 SH SOLE 530 0 0 INNOVATOR ETFS TR GRWT100 PWR BF 45782C334 215 5548 SH SOLE 5548 0 0 INNOVATOR ETFS TR GRWT100 PWR BF 45782C466 972 22865 SH SOLE 22865 0 0 INNOVATOR ETFS TR US EQT BUFR APR 45782C888 456 13670 SH SOLE 13670 0 0 INNOVATOR ETFS TR US EQTY BUF DEC 45782C557 2112 59952 SH SOLE 59952 0 0 INNOVATOR ETFS TR US EQTY BUF NOV 45782C581 881 26739 SH SOLE 26739 0 0 INNOVATOR ETFS TR US EQTY BUF OCT 45782C771 691 19973 SH SOLE 19973 0 0 INNOVATOR ETFS TR US EQTY BUF SEP 45782C664 1051 31463 SH SOLE 31463 0 0 INNOVATOR ETFS TR US EQTY BUFR FEB 45782C433 271 8455 SH SOLE 8455 0 0 INNOVATOR ETFS TR US EQTY BUFR JAN 45782C409 254 6811 SH SOLE 6811 0 0 INNOVATOR ETFS TR US EQTY BUFR JUN 45782C755 207 5984 SH SOLE 5984 0 0 INNOVATOR ETFS TR US EQTY BUFR MAR 45782C391 817 23598 SH SOLE 23598 0 0 INNOVATOR ETFS TR US EQTY BUFR MAR 45782C326 1608 48479 SH SOLE 48479 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C383 298 9449 SH SOLE 9449 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C540 476 14966 SH SOLE 14966 0 0 ISHARES INC CORE MSCI EMKT 46434G103 283 4730 SH SOLE 4730 0 0 ISHARES INC MSCI WORLD ETF 464286392 2709 20020 SH SOLE 20020 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 3423 67930 SH SOLE 67930 0 0 ISHARES TR CORE MSCI EAFE 46432F842 484 6484 SH SOLE 6484 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1067 3769 SH SOLE 3769 0 0 ISHARES TR CORE S&P SCP ETF 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46641Q837 275 5443 SH SOLE 5443 0 0 J P MORGAN EXCHANGE-TRADED F US MINMUM VOLT 46641Q787 1044 27009 SH SOLE 27009 0 0 J P MORGAN EXCHANGE-TRADED F US QUALTY FCTR 46641Q761 41674 915901 SH SOLE 915901 0 0 JOHNSON & JOHNSON COM 478160104 431 2517 SH SOLE 2517 0 0 JPMORGAN CHASE & CO COM 46625H100 270 1702 SH SOLE 1702 0 0 KROGER CO COM 501044101 227 5016 SH SOLE 5016 0 0 META PLATFORMS INC CL A 30303M102 217 644 SH SOLE 644 0 0 MICROSOFT CORP COM 594918104 1664 4948 SH SOLE 4948 0 0 NEXTERA ENERGY INC COM 65339F101 229 2449 SH SOLE 2449 0 0 PFIZER INC COM 717081103 248 4207 SH SOLE 4207 0 0 PIMCO ETF TR INTER MUN BD ACT 72201R866 2246 39962 SH SOLE 39962 0 0 PROCTER AND GAMBLE CO COM 742718109 585 3576 SH SOLE 3576 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 675 22792 SH SOLE 22792 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 33108 851756 SH SOLE 851756 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 729 12553 SH SOLE 12553 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 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SCOTTSDALE FDS INT-TERM CORP 92206C870 702 7566 SH SOLE 7566 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 340 5587 SH SOLE 5587 0 0 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 8473 107986 SH SOLE 107986 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 60900 354586 SH SOLE 354586 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2704 52948 SH SOLE 52948 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 232 2638 SH SOLE 2638 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 232 4458 SH SOLE 4458 0 0 WALMART INC COM 931142103 843 5826 SH SOLE 5826 0 0