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 June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Stock Market ETF (VTI) 49.14 1.00M 124.45
Vanguard Total Bond Market ETF (BND) 17.10 530580 81.83
Vanguard European ETF (VGK) 4.81 221468 55.14
Vanguard Pacific ETF (VPL) 4.69 180954 65.80
Vanguard Emerging Markets ETF (VWO) 4.39 272817 -2% 40.83
Ishares Msci Usa Quality Facto invalid 1.24 42315 74.37
Johnson & Johnson (JNJ) 1.20 22998 132.27
Vanguard Star Fd Intl Stk Idxf 1.19 58353 51.98
Ishares High Dividend Equity F 0.76 23266 83.13
iShares MSCI EAFE Index Fund (EFA) 0.74 28817 -12% 65.20
Exxon Mobil Corporation (XOM) 0.70 22062 80.73
iShares S&P; 500 Index (IVV) 0.64 6658 -34% 243.47
Vanguard Extended Market ETF (VXF) 0.57 14024 102.32
JPMorgan Chase & Co. (JPM) 0.49 13641 91.42
Apple (AAPL) 0.49 8601 -14% 144.05
Vanguard Dividend Appreciation ETF (VIG) 0.45 12317 +15% 92.64
Claymore Exchange-traded Fd gugg crp bd 2017 0.43 48338 +2% 22.61
Ishares Tr eafe min volat 0.43 15775 69.22
Claymore Exchange Trd Fd Tr gug bull2019 e 0.43 51075 +2% 21.26
Claymore Exchange Trd Fd Tr gug bull2018 e 0.43 51902 +2% 21.25
Claymore Exchange Trd Fd Tr gug bull2020 e 0.42 49252 +2% 21.48
Claymore Exchange Trd Fd Tr gugg bulsh 2021 0.38 45860 +5% 21.30
Goldman Sachs Etf Tr 0.38 19921 +14% 48.09
SPDR S&P; 500 ETF (SPY) 0.37 3853 +8% 241.89
Procter & Gamble Company (PG) 0.37 10913 87.14
iShares S&P; SmallCap 600 Index (IJR) 0.33 12065 +57% 70.12
Spdr Index Shs Fds eafe qual mix 0.32 13446 +14% 60.76
Pfizer (PFE) 0.29 21742 +3% 33.58
Vanguard Short Term Corporate Bond ETF (VCSH) 0.28 8877 +56% 80.09
Powershares Etf Tr Ii s^p500 low vol 0.25 14285 44.73
Ishares Inc core msci emkt 0.24 12127 +27% 50.05
Doubleline Total Etf etf 0.24 12185 -7% 49.24
Public Service Enterprise (PEG) 0.23 13566 42.98
Vanguard Charlotte Fds intl bd idx etf 0.23 10936 NEW 54.32
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 0.21 22514 NEW 23.94
Merck & Co (MRK) 0.19 7579 64.12
Amazon (AMZN) 0.19 500 +2% 968.00
iShares S&P; MidCap 400 Index (IJH) 0.19 2790 +106% 173.84
iShares S&P; 1500 Index Fund (ISI) 0.19 8702 -56% 55.39
WisdomTree MidCap Earnings Fund (EZM) 0.18 12522 +13% 35.78
Ishares U S Etf Tr Commodities Select Strategy Etf 0.18 14039 +30% 32.62
Nuveen Barclays Shrt Term Muni bdfund 0.18 9299 NEW 48.50
International Business Machines (IBM) 0.17 2824 153.68
Ishares Inc em mkt min vol 0.17 7579 55.42
Berkshire Hathaway (BRK.B) 0.15 2281 169.22
SPDR Dow Jones Global Real Estate (RWO) 0.15 8075 +29% 47.68
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.15 3753 -11% 100.19
General Electric Company (GE) 0.14 13296 27.00
AT&T; (T) 0.14 9576 37.70
Pimco Etf Tr 0-5 high yield 0.14 3477 101.24
Microsoft Corporation (MSFT) 0.13 4939 68.84
Coca-Cola Company (KO) 0.13 7580 44.85
Eli Lilly & Co. (LLY) 0.13 4078 82.39
Travelers Companies (TRV) 0.13 2530 126.48
Pepsi (PEP) 0.12 2705 115.34
Advisorshares Tr peritus hg yld 0.12 8154 35.93
Philip Morris International (PM) 0.11 2415 117.60
Vanguard Mega Cap 300 Value Index ETF (MGV) 0.11 4009 -10% 69.34
Verizon Communications (VZ) 0.10 5648 -18% 44.62
Altria (MO) 0.10 3289 74.49
Technology SPDR (XLK) 0.10 4527 -6% 54.78
PowerShares QQQ Trust, Series 1 (QQQQ) 0.10 1906 NEW 137.46
iShares Russell Midcap Growth Idx. (IWP) 0.10 2325 107.96
ISHARES TR MSCI Small Cap msci small cap 0.10 4293 -24% 57.77
Ishares Tr 0-5yr hi yl cp 0.10 5139 -57% 47.87
Alphabet Inc Class A cs 0.10 267 928.84
Walt Disney Company (DIS) 0.09 2201 -13% 106.32
3M Company (MMM) 0.09 1085 208.29
SPDR Gold Trust (GLD) 0.09 1900 -4% 117.89
New Jersey Resources Corporation (NJR) 0.09 5433 39.76
McCormick & Company, Incorporated (MKC.V) 0.09 2303 97.70
Vanguard Mid-Cap Growth ETF (VOT) 0.09 1961 -6% 117.80
iShares Russell 3000 Growth Index (IWZ) 0.09 4942 48.16
Valley National Ban (VLY) 0.08 16771 11.81
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.08 1954 -3% 107.98
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.08 2349 NEW 87.70

Past 13F-HR SEC Filings by American Economic Planning

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