American Economic Planning

American Economic Planning Group as of Dec. 31, 2017

Portfolio Holdings for American Economic Planning Group

American Economic Planning Group holds 81 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 50.3 $137M 995k 137.25
Vanguard Total Bond Market ETF (BND) 13.2 $36M 440k 81.57
Vanguard Pacific ETF (VPL) 4.8 $13M 178k 72.90
Vanguard European ETF (VGK) 4.6 $13M 211k 59.15
Vanguard Emerging Markets ETF (VWO) 4.5 $12M 263k 45.91
Ishares Msci Usa Quality Facto invalid (QUAL) 1.4 $3.8M 46k 82.91
Johnson & Johnson (JNJ) 1.3 $3.4M 25k 139.73
Vanguard Star Fd Intl Stk Idxf (VXUS) 1.2 $3.2M 57k 56.81
iShares S&P Moderate Allocation Fund ETF (AOM) 1.0 $2.6M 68k 38.04
Ishares High Dividend Equity F (HDV) 0.8 $2.2M 24k 90.12
iShares MSCI EAFE Index Fund (EFA) 0.7 $2.0M 28k 70.32
Exxon Mobil Corporation (XOM) 0.6 $1.7M 20k 83.63
Vanguard Extended Market ETF (VXF) 0.6 $1.5M 14k 111.73
Spdr Index Shs Fds eafe qual mix (QEFA) 0.6 $1.5M 23k 65.01
JPMorgan Chase & Co. (JPM) 0.6 $1.5M 14k 106.95
Apple (AAPL) 0.6 $1.5M 8.9k 169.20
Vanguard Dividend Appreciation ETF (VIG) 0.5 $1.5M 15k 102.06
iShares S&P 500 Index (IVV) 0.5 $1.5M 5.4k 268.89
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.5 $1.3M 11k 110.73
Ishares Tr eafe min volat (EFAV) 0.5 $1.3M 17k 72.97
Goldman Sachs Etf Tr (GSLC) 0.5 $1.2M 23k 53.35
Claymore Exchange Trd Fd Tr gug bull2018 e 0.4 $1.2M 55k 21.10
Spdr S&p 500 Etf (SPY) 0.4 $1.1M 4.3k 266.82
Claymore Exchange Trd Fd Tr gug bull2019 e 0.4 $1.1M 54k 21.08
Procter & Gamble Company (PG) 0.4 $1.1M 12k 91.85
Claymore Exchange Trd Fd Tr gug bull2020 e 0.4 $1.1M 52k 21.29
Gugenheim Bulletshares 2022 Corp Bd 0.4 $1.1M 51k 21.18
Claymore Exchange Trd Fd Tr gugg bulsh 2021 0.4 $1.1M 51k 21.13
iShares S&P SmallCap 600 Index (IJR) 0.4 $972k 13k 76.80
Pfizer (PFE) 0.3 $910k 25k 36.22
Amazon (AMZN) 0.3 $802k 686.00 1169.10
Ishares Inc core msci emkt (IEMG) 0.3 $799k 14k 56.93
Vanguard Short Term Corporate Bond ETF (VCSH) 0.3 $758k 9.6k 79.32
Public Service Enterprise (PEG) 0.3 $707k 14k 51.50
Powershares Etf Tr Ii s^p500 low vol 0.2 $682k 14k 47.74
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 0.2 $681k 28k 24.08
Doubleline Total Etf etf (TOTL) 0.2 $640k 13k 48.67
WisdomTree MidCap Earnings Fund (EZM) 0.2 $617k 16k 39.66
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $580k 11k 54.38
Microsoft Corporation (MSFT) 0.2 $543k 6.3k 85.54
Berkshire Hathaway (BRK.B) 0.2 $508k 2.6k 198.21
iShares Brclys Intrdte Gov/Crt Bd (GVI) 0.2 $497k 4.5k 110.25
Ishares Inc em mkt min vol (EEMV) 0.2 $486k 8.0k 60.71
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.2 $482k 10k 47.86
SPDR Dow Jones Global Real Estate (RWO) 0.2 $473k 9.7k 48.90
International Business Machines (IBM) 0.2 $427k 2.8k 153.38
iShares S&P MidCap 400 Index (IJH) 0.2 $446k 2.4k 189.55
iShares S&P 1500 Index Fund (ITOT) 0.2 $424k 6.9k 61.20
Janus Short Duration (VNLA) 0.1 $395k 7.9k 50.20
Coca-Cola Company (KO) 0.1 $367k 8.0k 45.87
3M Company (MMM) 0.1 $386k 1.6k 235.37
Merck & Co (MRK) 0.1 $383k 6.8k 56.25
Pepsi (PEP) 0.1 $377k 3.1k 119.99
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.1 $371k 3.3k 111.21
Eli Lilly & Co. (LLY) 0.1 $345k 4.1k 84.50
At&t (T) 0.1 $364k 9.4k 38.87
Visa (V) 0.1 $353k 3.1k 113.94
Pimco Etf Tr 0-5 high yield (HYS) 0.1 $347k 3.5k 99.80
Travelers Companies (TRV) 0.1 $336k 2.5k 135.76
Morgan Stanley (MS) 0.1 $306k 5.8k 52.45
Verizon Communications (VZ) 0.1 $294k 5.6k 52.96
Technology SPDR (XLK) 0.1 $292k 4.6k 64.04
PowerShares QQQ Trust, Series 1 0.1 $297k 1.9k 155.82
Alphabet Inc Class C cs (GOOG) 0.1 $297k 284.00 1045.77
Honeywell International (HON) 0.1 $270k 1.8k 153.23
iShares Russell Midcap Growth Idx. (IWP) 0.1 $269k 2.3k 115.70
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $271k 4.2k 64.57
iShares Russell 3000 Growth Index (IUSG) 0.1 $258k 4.9k 52.21
Vanguard Mega Cap 300 Value Index ETF (MGV) 0.1 $271k 3.5k 76.58
McDonald's Corporation (MCD) 0.1 $256k 1.5k 172.04
Union Pacific Corporation (UNP) 0.1 $236k 1.8k 134.17
Intel Corporation (INTC) 0.1 $237k 5.1k 46.10
SPDR Gold Trust (GLD) 0.1 $235k 1.9k 123.68
McCormick & Company, Incorporated (MKC.V) 0.1 $237k 2.3k 101.94
Abbvie (ABBV) 0.1 $243k 2.5k 96.66
Alphabet Inc Class A cs (GOOGL) 0.1 $242k 230.00 1052.17
Philip Morris International (PM) 0.1 $212k 2.0k 105.53
New Jersey Resources Corporation (NJR) 0.1 $208k 5.2k 40.13
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.1 $216k 1.8k 119.40
Facebook Inc cl a (META) 0.1 $211k 1.2k 176.87
Ishares Tr 0-5yr hi yl cp (SHYG) 0.1 $220k 4.7k 47.14