American Economic Planning

American Economic Planning Group as of Dec. 31, 2018

Portfolio Holdings for American Economic Planning Group

American Economic Planning Group holds 78 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 36.1 $112M 875k 127.63
Ishares Tr core strm usbd (ISTB) 11.3 $35M 710k 49.06
Vanguard Total Bond Market ETF (BND) 8.8 $27M 343k 79.21
Ishares Msci Usa Quality Facto invalid (QUAL) 4.7 $15M 187k 77.67
Schwab U S Broad Market ETF (SCHB) 4.6 $14M 237k 59.93
Vanguard Pacific ETF (VPL) 3.7 $11M 187k 60.63
Vanguard European ETF (VGK) 3.5 $11M 223k 48.62
Itm - Vaneck Vectors Amt Free Int Muni (ITM) 3.3 $10M 215k 47.47
iShares S&P 1500 Index Fund (ITOT) 2.9 $9.0M 159k 56.76
Schwab International Equity ETF (SCHF) 2.5 $7.6M 268k 28.35
Spdr Index Shs Fds eafe qual mix (QEFA) 1.6 $4.8M 85k 56.53
iShares S&P Moderate Allocation Fund ETF (AOM) 1.1 $3.3M 93k 35.68
Johnson & Johnson (JNJ) 1.0 $3.0M 23k 129.03
Vanguard Europe Pacific ETF (VEA) 0.8 $2.5M 68k 37.09
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.7 $2.3M 47k 48.05
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.7 $2.0M 20k 100.25
Vanguard Dividend Appreciation ETF (VIG) 0.6 $1.9M 19k 97.93
Goldman Sachs Etf Tr (GSLC) 0.5 $1.5M 30k 50.28
Exxon Mobil Corporation (XOM) 0.4 $1.3M 19k 68.18
Vanguard Extended Market ETF (VXF) 0.4 $1.3M 13k 99.84
iShares S&P 500 Index (IVV) 0.4 $1.2M 4.9k 251.73
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 12k 97.64
Apple (AAPL) 0.4 $1.2M 7.5k 157.81
Ishares High Dividend Equity F (HDV) 0.4 $1.2M 14k 84.40
Ishares Tr eafe min volat (EFAV) 0.4 $1.2M 18k 66.67
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.4 $1.2M 36k 32.84
J P Morgan Exchange Traded F div rtn em eqt (JPEM) 0.4 $1.2M 23k 50.83
iShares MSCI EAFE Index Fund (EFA) 0.4 $1.1M 20k 58.78
iShares S&P SmallCap 600 Index (IJR) 0.4 $1.1M 17k 69.31
Invesco Bulletshares 2019 Corp 0.4 $1.1M 54k 21.05
Invesco Bulletshares 2020 Corp 0.4 $1.1M 53k 21.06
Amazon (AMZN) 0.3 $1.1M 726.00 1501.38
Procter & Gamble Company (PG) 0.3 $1.0M 11k 91.91
Pfizer (PFE) 0.3 $890k 20k 43.64
Spdr S&p 500 Etf (SPY) 0.3 $897k 3.6k 249.79
Ishares Tr msci usavalfct (VLUE) 0.3 $800k 11k 72.58
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $774k 9.9k 77.95
Doubleline Total Etf etf (TOTL) 0.2 $781k 17k 47.39
Invesco Bulletshares 2021 Corp 0.2 $765k 37k 20.74
WisdomTree MidCap Earnings Fund (EZM) 0.2 $747k 22k 34.31
Bscm etf 0.2 $713k 35k 20.60
Merck & Co (MRK) 0.2 $667k 8.7k 76.39
Public Service Enterprise (PEG) 0.2 $678k 13k 52.07
Invesco S&p 500 Low Volatility Etf (SPLV) 0.2 $671k 14k 46.63
Ishares Inc core msci emkt (IEMG) 0.2 $592k 13k 47.17
Microsoft Corporation (MSFT) 0.2 $565k 5.6k 101.53
iShares Brclys Intrdte Gov/Crt Bd (GVI) 0.2 $488k 4.5k 108.25
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $502k 9.2k 54.30
Berkshire Hathaway (BRK.B) 0.1 $474k 2.3k 204.13
Ishares Inc em mkt min vol (EEMV) 0.1 $428k 7.7k 55.93
Visa (V) 0.1 $359k 2.7k 132.03
Direxion Shs Etf Tr all cp insider 0.1 $367k 11k 33.68
Coca-Cola Company (KO) 0.1 $355k 7.5k 47.32
McCormick & Company, Incorporated (MKC) 0.1 $330k 2.4k 139.36
Eli Lilly & Co. (LLY) 0.1 $304k 2.6k 115.63
Intel Corporation (INTC) 0.1 $311k 6.6k 46.96
Pepsi (PEP) 0.1 $319k 2.9k 110.61
McDonald's Corporation (MCD) 0.1 $263k 1.5k 177.46
At&t (T) 0.1 $267k 9.4k 28.54
Verizon Communications (VZ) 0.1 $286k 5.1k 56.20
International Business Machines (IBM) 0.1 $266k 2.3k 113.53
iShares Lehman Aggregate Bond (AGG) 0.1 $281k 2.6k 106.32
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $293k 5.7k 51.85
Union Pacific Corporation (UNP) 0.1 $247k 1.8k 138.14
Morgan Stanley (MS) 0.1 $237k 6.0k 39.73
Honeywell International (HON) 0.1 $254k 1.9k 132.02
SPDR Gold Trust (GLD) 0.1 $236k 2.0k 121.03
New Jersey Resources Corporation (NJR) 0.1 $234k 5.1k 45.59
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $252k 5.3k 47.17
Abbvie (ABBV) 0.1 $248k 2.7k 92.23
Alphabet Inc Class A cs (GOOGL) 0.1 $251k 240.00 1045.83
3M Company (MMM) 0.1 $215k 1.1k 190.43
iShares S&P 500 Growth Index (IVW) 0.1 $203k 1.3k 150.59
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $227k 1.6k 138.25
Schwab Emerging Markets Equity ETF (SCHE) 0.1 $210k 8.9k 23.55
Ishares 2020 Amt-free Muni Bond Etf 0.1 $205k 8.1k 25.34
Alphabet Inc Class C cs (GOOG) 0.1 $221k 213.00 1037.56
Janus Short Duration (VNLA) 0.1 $227k 4.6k 48.99