American Economic Planning

American Economic Planning Group as of March 31, 2018

Portfolio Holdings for American Economic Planning Group

American Economic Planning Group holds 81 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 45.1 $123M 908k 135.72
Ishares Tr core strm usbd (ISTB) 10.3 $28M 569k 49.35
Vanguard European ETF (VGK) 6.6 $18M 310k 58.15
Vanguard Pacific ETF (VPL) 6.2 $17M 234k 72.95
Vanguard Emerging Markets ETF (VWO) 4.5 $12M 261k 46.98
Vanguard Total Bond Market ETF (BND) 3.3 $9.0M 112k 79.93
Spdr Index Shs Fds eafe qual mix (QEFA) 1.9 $5.3M 82k 64.83
Ishares Msci Usa Quality Facto invalid (QUAL) 1.9 $5.3M 64k 82.71
Johnson & Johnson (JNJ) 1.1 $3.1M 24k 128.14
iShares S&P Moderate Allocation Fund ETF (AOM) 1.1 $2.9M 77k 37.77
Ishares High Dividend Equity F (HDV) 0.7 $2.0M 24k 84.49
iShares MSCI EAFE Index Fund (EFA) 0.7 $1.8M 26k 69.69
Vanguard Dividend Appreciation ETF (VIG) 0.6 $1.7M 16k 101.03
Vanguard Extended Market ETF (VXF) 0.6 $1.6M 14k 111.54
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.6 $1.6M 15k 105.95
Exxon Mobil Corporation (XOM) 0.5 $1.5M 20k 74.62
JPMorgan Chase & Co. (JPM) 0.5 $1.4M 13k 109.98
Goldman Sachs Etf Tr (GSLC) 0.5 $1.4M 27k 53.43
Apple (AAPL) 0.5 $1.4M 8.4k 167.82
iShares S&P 500 Index (IVV) 0.5 $1.4M 5.3k 265.39
J P Morgan Exchange Traded F div rtn em eqt (JPEM) 0.5 $1.3M 21k 60.64
Ishares Tr eafe min volat (EFAV) 0.5 $1.3M 17k 73.67
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.5 $1.3M 34k 37.24
Claymore Exchange Trd Fd Tr gug bull2018 e 0.4 $1.2M 55k 21.13
Claymore Exchange Trd Fd Tr gug bull2019 e 0.4 $1.1M 55k 20.97
Spdr S&p 500 Etf (SPY) 0.4 $1.1M 4.3k 263.05
Claymore Exchange Trd Fd Tr gug bull2020 e 0.4 $1.1M 53k 21.06
Gugenheim Bulletshares 2022 Corp Bd 0.4 $1.1M 52k 20.78
Claymore Exchange Trd Fd Tr gugg bulsh 2021 0.4 $1.1M 53k 20.82
iShares S&P SmallCap 600 Index (IJR) 0.4 $1.1M 14k 77.01
Amazon (AMZN) 0.4 $1.0M 720.00 1447.22
Procter & Gamble Company (PG) 0.3 $960k 12k 79.27
Ishares Inc core msci emkt (IEMG) 0.3 $895k 15k 58.37
Vanguard Short Term Corporate Bond ETF (VCSH) 0.3 $840k 11k 78.39
Pfizer (PFE) 0.3 $756k 21k 35.49
Doubleline Total Etf etf (TOTL) 0.3 $752k 16k 47.94
WisdomTree MidCap Earnings Fund (EZM) 0.3 $703k 18k 38.69
Public Service Enterprise (PEG) 0.2 $686k 14k 50.23
Powershares Etf Tr Ii s^p500 low vol 0.2 $667k 14k 46.96
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 0.2 $665k 28k 23.52
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $546k 10k 54.73
Microsoft Corporation (MSFT) 0.2 $516k 5.7k 91.26
iShares Brclys Intrdte Gov/Crt Bd (GVI) 0.2 $487k 4.5k 108.03
Ishares Inc em mkt min vol (EEMV) 0.2 $492k 7.9k 62.30
Direxion Shs Etf Tr all cp insider 0.2 $499k 12k 40.86
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.2 $482k 10k 47.86
Berkshire Hathaway (BRK.B) 0.2 $454k 2.3k 199.65
iShares S&P MidCap 400 Index (IJH) 0.2 $452k 2.4k 187.47
International Business Machines (IBM) 0.2 $435k 2.8k 153.39
iShares S&P 1500 Index Fund (ITOT) 0.1 $421k 7.0k 60.51
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $416k 7.4k 56.50
Merck & Co (MRK) 0.1 $371k 6.8k 54.47
Janus Short Duration (VNLA) 0.1 $376k 7.5k 50.07
3M Company (MMM) 0.1 $360k 1.6k 219.24
Travelers Companies (TRV) 0.1 $357k 2.6k 138.86
Pepsi (PEP) 0.1 $354k 3.2k 109.06
Visa (V) 0.1 $343k 2.9k 119.60
Pimco Etf Tr 0-5 high yield (HYS) 0.1 $349k 3.5k 100.37
Coca-Cola Company (KO) 0.1 $334k 7.7k 43.37
Eli Lilly & Co. (LLY) 0.1 $316k 4.1k 77.36
At&t (T) 0.1 $335k 9.4k 35.66
Intel Corporation (INTC) 0.1 $329k 6.3k 52.08
Morgan Stanley (MS) 0.1 $322k 6.0k 53.96
Interpublic Group of Companies (IPG) 0.1 $309k 13k 23.01
Technology SPDR (XLK) 0.1 $291k 4.4k 65.41
PowerShares QQQ Trust, Series 1 0.1 $305k 1.9k 160.02
Verizon Communications (VZ) 0.1 $265k 5.5k 47.89
Honeywell International (HON) 0.1 $274k 1.9k 144.44
iShares Russell Midcap Growth Idx. (IWP) 0.1 $287k 2.3k 123.44
iShares Russell 3000 Growth Index (IUSG) 0.1 $278k 4.9k 56.25
McDonald's Corporation (MCD) 0.1 $233k 1.5k 156.48
Union Pacific Corporation (UNP) 0.1 $253k 1.9k 134.65
SPDR Gold Trust (GLD) 0.1 $242k 1.9k 125.71
McCormick & Company, Incorporated (MKC.V) 0.1 $249k 2.3k 106.55
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $244k 3.8k 65.07
Abbvie (ABBV) 0.1 $247k 2.6k 94.71
Alphabet Inc Class A cs (GOOGL) 0.1 $249k 240.00 1037.50
Alphabet Inc Class C cs (GOOG) 0.1 $249k 241.00 1033.20
Philip Morris International (PM) 0.1 $223k 2.2k 99.24
New Jersey Resources Corporation (NJR) 0.1 $216k 5.4k 40.13
Proshares Invt Grade Etf etf/closed end (IGHG) 0.1 $229k 3.0k 76.33