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American Economic Planning

Latest statistics and disclosures from American Economic Planning Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, SCHD, SCHR, JPST, INTF, and represent 65.00% of American Economic Planning Group's stock portfolio.
Added to shares of these 10 stocks: JPST (+$28M), AOM, PJUL, PSEP, XMMO, PAUG, BSCO, FNDA, GSLC, QEFA.
Started 9 new stock positions in BSCO, PJUL, IVE, PSEP, XMMO, HD, Ishares Tr ibonds dec 22, PAUG, VXUS.
Reduced shares in these 10 stocks: VTI, , SCHB, IJR, Invesco Bulletshares 2019 Corp, SCHD, SPLV, SCHF, VXF, I Shares 2019 Etf.
Sold out of its positions in ABBV, IMCG, I Shares 2019 Etf, SCHB, SCHF, MMM, MGK, VPL, EZM.
American Economic Planning Group was a net buyer of stock by $32M.
American Economic Planning Group has $367M in assets under management (AUM), dropping by 10.61%.
Central Index Key (CIK): 0000831457

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Portfolio Holdings for American Economic Planning Group

American Economic Planning Group holds 89 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market ETF (VTI)	29.7	$109M		720k	151.20	View chart
Schwab Strategic Tr us dividend eq (SCHD)	11.2	$41M		753k	54.43	View chart
Schwab Strategic Tr intrm trm (SCHR)	9.6	$35M		636k	55.47	View chart
J P Morgan Exchange Traded F ultra shrt (JPST)	7.6	$28M	+9562%	554k	50.50	View chart
Ishares Tr fctsl msci int (INTF)	6.9	$25M		992k	25.51	View chart
Invesco S&p 500 Low Volatility Etf (SPLV)	6.0	$22M	-2%	378k	57.96	View chart
Schwab Strategic Tr sht tm us tres (SCHO)	5.1	$19M		367k	50.56	View chart
iShares S&P Moderate Allocation Fund ETF (AOM)	2.3	$8.4M	+81%	214k	39.27	View chart
Spdr Index Shs Fds eafe qual mix (QEFA)	1.8	$6.6M	+7%	104k	63.15	View chart
Ishares Msci Usa Quality Facto invalid (QUAL)	1.0	$3.7M	+8%	40k	92.24	View chart
Vanguard Total Bond Market ETF (BND)	1.0	$3.6M	+11%	43k	84.29	View chart
Vanguard Dividend Appreciation ETF (VIG)	0.9	$3.2M	+5%	27k	119.51	View chart
Itm - Vaneck Vectors Amt Free Int Muni (ITM)	0.8	$3.1M	+13%	62k	50.30	View chart
Goldman Sachs Etf Tr (GSLC)	0.8	$3.0M	+31%	50k	59.97	View chart
Ishares Tr Msci Usa Momentum Factor (MTUM)	0.8	$2.8M	+3%	24k	119.79	View chart
Johnson & Johnson (JNJ)	0.7	$2.5M	-3%	20k	128.83	View chart
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA)	0.6	$2.2M	+50%	57k	37.89	View chart
J P Morgan Exchange Traded F div rtn em eqt (JPEM)	0.6	$2.1M	+7%	40k	52.66	View chart
Ishares Tr msci usavalfct (VLUE)	0.5	$1.9M	+17%	23k	82.05	View chart
Apple (AAPL)	0.5	$1.8M	-5%	8.4k	219.94	View chart
Ishares Tr eafe min volat (EFAV)	0.4	$1.6M	+16%	22k	73.58	View chart
Ishares Tr core strm usbd (ISTB)	0.4	$1.4M	-12%	28k	50.44	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.4M		12k	117.01	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.3M		19k	70.96	View chart
Ishares High Dividend Equity F (HDV)	0.4	$1.4M		14k	93.83	View chart
iShares MSCI EAFE Index Fund (EFA)	0.3	$1.3M		19k	65.19	View chart
Innovator Etfs Tr s&p 500 pwr (PJUL)	0.3	$1.3M	NEW	48k	26.07	View chart
Vanguard Extended Market ETF (VXF)	0.3	$1.2M	-20%	9.9k	116.98	View chart
Invesco Bulletshares 2020 Corp	0.3	$1.2M	+7%	55k	21.29	View chart
Invesco Exchange Traded Fd T rusel mdcp gwt (XMMO)	0.3	$1.2M	NEW	20k	58.52	View chart
Innovator Etfs Tr s&p 500 pwr (PSEP)	0.3	$1.2M	NEW	48k	24.87	View chart
Amazon (AMZN)	0.3	$1.2M	-2%	664.00	1739.46	View chart
iShares S&P 1500 Index Fund (ITOT)	0.3	$1.1M		17k	67.23	View chart
Spdr S&p 500 Etf (SPY)	0.3	$1.1M		3.6k	296.85	View chart
Procter & Gamble Company (PG)	0.3	$1.1M		8.7k	124.36	View chart
Bscm etf	0.3	$1.0M	-6%	47k	21.43	View chart
Direxion Shs Etf Tr all cp insider	0.3	$976k	-15%	26k	38.31	View chart
Invesco Bulletshares 2021 Corp	0.3	$998k	-6%	47k	21.21	View chart
Doubleline Total Etf etf (TOTL)	0.3	$941k		19k	49.16	View chart
Innovator Etfs Tr s&p 500 pwr bu (PAUG)	0.3	$963k	NEW	38k	25.19	View chart
Vanguard Short Term Corporate Bond ETF (VCSH)	0.2	$932k		12k	80.93	View chart
Guggenheim Bulletshrs 2023 Corp Bd Etf	0.2	$918k	-8%	43k	21.25	View chart
Bsco etf (BSCO)	0.2	$887k	NEW	42k	21.35	View chart
Public Service Enterprise (PEG)	0.2	$812k		13k	62.28	View chart
Pfizer (PFE)	0.2	$710k	-4%	20k	35.79	View chart
Nuveen Barclays Shrt Term Muni bdfund (SHM)	0.2	$690k	+5%	14k	48.95	View chart
Merck & Co (MRK)	0.2	$676k	-6%	8.1k	83.91	View chart
Honeywell International (HON)	0.2	$616k	-5%	3.7k	167.16	View chart
Ishares Inc em mkt min vol (EEMV)	0.2	$575k	+16%	10k	57.20	View chart
Legg Mason Etf Investment Tr westn aset ttl (WBND)	0.2	$587k	+12%	22k	27.27	View chart
Microsoft Corporation (MSFT)	0.1	$560k	-9%	4.0k	139.55	View chart
Vanguard Charlotte Fds intl bd idx etf (BNDX)	0.1	$537k		9.1k	58.89	View chart
Berkshire Hathaway (BRK.B)	0.1	$512k	-3%	2.5k	206.95	View chart
iShares S&P 500 Index (IVV)	0.1	$507k	-2%	1.7k	298.59	View chart
Vanguard Europe Pacific ETF (VEA)	0.1	$447k	+2%	11k	41.10	View chart
Coca-Cola Company (KO)	0.1	$400k	-3%	7.4k	54.36	View chart
Pepsi (PEP)	0.1	$373k	-3%	2.7k	135.78	View chart
McCormick & Company, Incorporated (MKC)	0.1	$385k		2.4k	160.75	View chart
At&t (T)	0.1	$329k	-3%	8.8k	37.35	View chart
Verizon Communications (VZ)	0.1	$317k		5.2k	60.52	View chart
International Business Machines (IBM)	0.1	$317k		2.2k	143.70	View chart
Visa (V)	0.1	$318k	-5%	1.8k	175.59	View chart
iShares S&P SmallCap 600 Index (IJR)	0.1	$320k	-72%	4.1k	78.24	View chart
McDonald's Corporation (MCD)	0.1	$305k	-3%	1.4k	212.25	View chart
Union Pacific Corporation (UNP)	0.1	$283k	-4%	1.7k	163.77	View chart
Intel Corporation (INTC)	0.1	$311k	-4%	6.1k	50.87	View chart
iShares Lehman Aggregate Bond (AGG)	0.1	$290k		2.6k	112.93	View chart
ISHARES TR MSCI Small Cap msci small cap (SCZ)	0.1	$302k		5.3k	57.25	View chart
Ishares 2020 Amt-free Muni Bond Etf	0.1	$279k	-17%	11k	25.54	View chart
Alphabet Inc Class A cs (GOOGL)	0.1	$291k	-4%	234.00	1243.59	View chart
Alphabet Inc Class C cs (GOOG)	0.1	$298k	-5%	240.00	1241.67	View chart
Eli Lilly & Co. (LLY)	0.1	$256k	-4%	2.3k	111.69	View chart
Walt Disney Company (DIS)	0.1	$250k	-9%	1.9k	131.03	View chart
Morgan Stanley (MS)	0.1	$243k		5.7k	42.65	View chart
iShares S&P 500 Growth Index (IVW)	0.1	$244k		1.3k	181.01	View chart
iShares S&P MidCap 400 Value Index (IJJ)	0.1	$262k		1.6k	159.56	View chart
Facebook Inc cl a (META)	0.1	$245k	-7%	1.4k	179.75	View chart
First Tr Exchange Traded Fd fst low mtg etf (LMBS)	0.1	$255k		4.9k	51.87	View chart
Costco Wholesale Corporation (COST)	0.1	$227k		786.00	288.80	View chart
Home Depot (HD)	0.1	$202k	NEW	879.00	229.81	View chart
Travelers Companies (TRV)	0.1	$226k	-3%	1.5k	147.91	View chart
New Jersey Resources Corporation (NJR)	0.1	$236k		5.2k	45.09	View chart
iShares S&P 500 Value Index (IVE)	0.1	$204k	NEW	1.7k	119.02	View chart
Vanguard European ETF (VGK)	0.1	$222k	-29%	4.2k	53.48	View chart
Vanguard Star Fd Intl Stk Idxf (VXUS)	0.1	$205k	NEW	4.0k	51.83	View chart
Ishares Tr 0-5yr hi yl cp (SHYG)	0.1	$223k		4.8k	46.50	View chart
Ishares Tr ibonds dec 21	0.1	$233k		9.1k	25.75	View chart
Ishares Tr ibonds dec 22	0.1	$236k	NEW	9.0k	26.17	View chart
Invesco Bulletshares 2019 Corp	0.1	$217k	-78%	10k	21.05	View chart

Past Filings by American Economic Planning Group

SEC 13F filings are viewable for American Economic Planning Group going back to 2012

American Economic Planning Group 2019 Q3 filed Oct. 9, 2019
American Economic Planning Group 2019 Q2 filed July 23, 2019
American Economic Planning Group 2019 Q1 filed May 15, 2019
American Economic Planning Group 2018 Q4 filed Jan. 14, 2019
American Economic Planning Group 2018 Q3 filed Oct. 16, 2018
American Economic Planning Group 2018 Q2 filed Aug. 14, 2018
American Economic Planning Group 2018 Q1 filed May 9, 2018
American Economic Planning Group 2017 Q4 filed Jan. 29, 2018
American Economic Planning Group 2017 Q3 filed Oct. 27, 2017
American Economic Planning Group 2017 Q2 filed July 25, 2017
American Economic Planning Group 2017 Q1 filed April 20, 2017
American Economic Planning Group 2016 Q4 filed Jan. 27, 2017
American Economic Planning Group 2016 Q3 filed Oct. 25, 2016
American Economic Planning Group 2016 Q2 filed Aug. 9, 2016
American Economic Planning Group 2016 Q1 filed May 2, 2016
American Economic Planning Group 2015 Q4 filed Jan. 15, 2016

View all past filings

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