American Economic Planning

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

Companies in the American Economic Planning portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Stock Market ETF (VTI) 49.09 1.01M 129.52
Vanguard Total Bond Market ETF (BND) 16.97 550032 +3% 81.96
Vanguard European ETF (VGK) 4.72 215067 -2% 58.33
Vanguard Pacific ETF (VPL) 4.66 181439 68.20
Vanguard Emerging Markets ETF (VWO) 4.39 267469 43.57
Ishares Msci Usa Quality Facto invalid 1.34 46141 +9% 77.13
Vanguard Star Fd Intl Stk Idxf 1.16 56532 -3% 54.73
Johnson & Johnson (JNJ) 1.13 23010 130.03
Ishares High Dividend Equity F 0.77 23803 +2% 85.96
iShares MSCI EAFE Index Fund (EFA) 0.75 28926 68.49
Exxon Mobil Corporation (XOM) 0.61 19620 -11% 81.96
iShares S&P; 500 Index (IVV) 0.61 6405 -3% 252.93
Vanguard Extended Market ETF (VXF) 0.57 14176 107.15
Spdr Index Shs Fds eafe qual mix 0.53 22313 +65% 63.60
JPMorgan Chase & Co. (JPM) 0.50 13920 +2% 95.55
Vanguard Dividend Appreciation ETF (VIG) 0.49 13839 +12% 94.80
Apple (AAPL) 0.48 8198 -4% 154.18
Ishares Tr eafe min volat 0.46 17038 +8% 71.08
Claymore Exchange Trd Fd Tr gug bull2018 e 0.42 52322 21.20
Goldman Sachs Etf Tr 0.42 22355 +12% 49.92
Claymore Exchange-traded Fd gugg crp bd 2017 0.41 48726 22.62
Claymore Exchange Trd Fd Tr gug bull2019 e 0.41 51416 21.26
SPDR S&P; 500 ETF (SPY) 0.40 4232 +9% 251.18
Claymore Exchange Trd Fd Tr gug bull2020 e 0.40 49664 21.50
Procter & Gamble Company (PG) 0.38 11005 90.96
iShares S&P; SmallCap 600 Index (IJR) 0.35 12425 +2% 74.21
Claymore Exchange Trd Fd Tr gugg bulsh 2021 0.35 43297 -5% 21.36
Pfizer (PFE) 0.29 21877 35.70
Vanguard Short Term Corporate Bond ETF (VCSH) 0.27 9115 +2% 80.09
Ishares Inc core msci emkt 0.27 13430 +10% 54.06
Merck & Co (MRK) 0.25 10494 +38% 64.04
Powershares Etf Tr Ii s^p500 low vol 0.25 14285 45.78
Public Service Enterprise (PEG) 0.24 13649 46.23
Doubleline Total Etf etf 0.23 12569 +3% 49.25
Vanguard Charlotte Fds intl bd idx etf 0.22 10666 -2% 54.57
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 0.22 24122 +7% 24.04
WisdomTree MidCap Earnings Fund (EZM) 0.20 14126 +12% 37.24
iShares S&P; 1500 Index Fund (ISI) 0.19 8585 57.66
Amazon (AMZN) 0.18 500 962.00
iShares S&P; MidCap 400 Index (IJH) 0.18 2602 -6% 178.71
Nuveen Barclays Shrt Term Muni bdfund 0.18 9975 +7% 48.62
Ishares Inc em mkt min vol 0.17 7805 +2% 58.04
Berkshire Hathaway (BRK.B) 0.16 2281 183.25
SPDR Dow Jones Global Real Estate (RWO) 0.16 9150 +13% 47.76
AT&T; (T) 0.15 9960 +4% 39.16
International Business Machines (IBM) 0.15 2835 144.97
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.15 3753 104.72
Microsoft Corporation (MSFT) 0.14 4862 74.45
Coca-Cola Company (KO) 0.13 7525 45.05
Eli Lilly & Co. (LLY) 0.13 4080 85.54
3M Company (MMM) 0.13 1638 +50% 210.01
Pimco Etf Tr 0-5 high yield 0.13 3477 101.81
General Electric Company (GE) 0.12 13493 24.16
Pepsi (PEP) 0.12 2908 +7% 111.42
Travelers Companies (TRV) 0.11 2490 122.49
Verizon Communications (VZ) 0.11 5869 +3% 49.41
iShares Brclys Intrdte Gov/Crt Bd Fd (GVI) 0.11 2700 NEW 111.48
Vanguard Mega Cap 300 Value Index ETF (MGV) 0.11 4009 71.84
Philip Morris International (PM) 0.10 2419 110.79
Technology SPDR (XLK) 0.10 4544 59.20
PowerShares QQQ Trust, Series 1 (QQQQ) 0.10 1906 145.33
iShares Russell Midcap Growth Idx. (IWP) 0.10 2325 110.54
ISHARES TR MSCI Small Cap msci small cap 0.10 4293 61.96
McDonald's Corporation (MCD) 0.09 1499 NEW 156.77
Altria (MO) 0.09 3689 +12% 63.43
SPDR Gold Trust (GLD) 0.09 1900 121.58
New Jersey Resources Corporation (NJR) 0.09 5433 42.15
McCormick & Company, Incorporated (MKC.V) 0.09 2314 102.85
Vanguard Mid-Cap Growth ETF (VOT) 0.09 1964 121.69
iShares Russell 3000 Growth Index (IWZ) 0.09 4942 49.98
Ishares Tr 0-5yr hi yl cp 0.09 4866 -5% 47.88
Alphabet Inc Class A cs 0.09 233 -12% 974.25
Union Pacific Corporation (UNP) 0.08 1748 NEW 116.13
Valley National Ban (VLY) 0.08 16771 12.04
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.08 1914 -2% 114.94
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.08 2310 87.88
Facebook Inc cl a 0.08 1243 NEW 170.56
Abbvie 0.08 2536 NEW 88.72

Past 13F-HR SEC Filings by American Economic Planning

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