American Economic Planning

American Economic Planning Group as of March 31, 2019

Portfolio Holdings for American Economic Planning Group

American Economic Planning Group holds 86 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 36.6 $117M 810k 144.71
Schwab Strategic Tr us dividend eq (SCHD) 12.2 $39M 750k 52.28
Ishares Tr core strm usbd (ISTB) 11.2 $36M 720k 49.86
Ishares Tr fctsl msci int (INTF) 9.0 $29M 1.1M 26.33
Invesco S&p 500 Low Volatility Etf (SPLV) 4.2 $13M 252k 52.64
Schwab Strategic Tr sht tm us tres (SCHO) 3.3 $11M 209k 50.19
Spdr Index Shs Fds eafe qual mix (QEFA) 1.9 $6.2M 99k 62.28
Ishares Msci Usa Quality Facto invalid (QUAL) 1.1 $3.6M 41k 88.54
iShares S&P Moderate Allocation Fund ETF (AOM) 1.1 $3.5M 91k 38.06
Vanguard Total Bond Market ETF (BND) 1.0 $3.3M 40k 81.18
Johnson & Johnson (JNJ) 0.9 $2.9M 21k 139.79
Itm - Vaneck Vectors Amt Free Int Muni (ITM) 0.8 $2.7M 55k 48.79
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.8 $2.5M 23k 112.20
Vanguard Dividend Appreciation ETF (VIG) 0.7 $2.3M 21k 109.64
J P Morgan Exchange Traded F div rtn em eqt (JPEM) 0.6 $2.0M 38k 54.24
Goldman Sachs Etf Tr (GSLC) 0.6 $1.9M 34k 56.84
Apple (AAPL) 0.6 $1.9M 9.7k 190.00
iShares S&P SmallCap 600 Index (IJR) 0.5 $1.6M 21k 77.16
Exxon Mobil Corporation (XOM) 0.5 $1.5M 19k 80.81
Ishares Tr msci usavalfct (VLUE) 0.5 $1.4M 18k 79.85
Vanguard Extended Market ETF (VXF) 0.4 $1.4M 12k 115.42
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.4 $1.4M 37k 37.24
Ishares High Dividend Equity F (HDV) 0.4 $1.3M 14k 93.27
Ishares Tr eafe min volat (EFAV) 0.4 $1.3M 18k 71.97
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 12k 101.26
iShares MSCI EAFE Index Fund (EFA) 0.4 $1.3M 19k 64.88
Amazon (AMZN) 0.4 $1.2M 674.00 1780.42
Invesco Bulletshares 2019 Corp 0.3 $1.1M 52k 21.06
Invesco Bulletshares 2020 Corp 0.3 $1.1M 51k 21.21
Bscm etf 0.3 $1.1M 51k 21.12
iShares S&P 1500 Index Fund (ITOT) 0.3 $1.1M 17k 64.40
Invesco Bulletshares 2021 Corp 0.3 $1.1M 51k 21.03
Spdr S&p 500 Etf (SPY) 0.3 $1.0M 3.6k 282.37
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.3 $992k 48k 20.79
WisdomTree MidCap Earnings Fund (EZM) 0.3 $959k 24k 39.32
Procter & Gamble Company (PG) 0.3 $914k 8.8k 104.04
Pfizer (PFE) 0.3 $883k 21k 42.45
Doubleline Total Etf etf (TOTL) 0.3 $886k 18k 48.37
Vanguard Short Term Corporate Bond ETF (VCSH) 0.3 $879k 11k 79.79
Schwab U S Broad Market ETF (SCHB) 0.3 $849k 13k 68.03
Public Service Enterprise (PEG) 0.2 $774k 13k 59.39
Merck & Co (MRK) 0.2 $730k 8.8k 83.14
Direxion Shs Etf Tr all cp insider 0.2 $654k 17k 38.42
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.2 $647k 13k 48.51
Microsoft Corporation (MSFT) 0.2 $584k 5.0k 117.86
Berkshire Hathaway (BRK.B) 0.2 $507k 2.5k 201.03
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $509k 9.1k 55.82
iShares S&P 500 Index (IVV) 0.1 $493k 1.7k 284.31
Ishares Inc em mkt min vol (EEMV) 0.1 $470k 7.9k 59.25
Vanguard Europe Pacific ETF (VEA) 0.1 $431k 11k 40.86
Vanguard European ETF (VGK) 0.1 $385k 7.2k 53.57
Coca-Cola Company (KO) 0.1 $351k 7.5k 46.83
Intel Corporation (INTC) 0.1 $341k 6.4k 53.68
Honeywell International (HON) 0.1 $351k 2.2k 158.90
Pepsi (PEP) 0.1 $345k 2.8k 122.64
Visa (V) 0.1 $358k 2.3k 156.06
McCormick & Company, Incorporated (MKC) 0.1 $359k 2.4k 150.78
Ishares 2020 Amt-free Muni Bond Etf 0.1 $339k 13k 25.50
Eli Lilly & Co. (LLY) 0.1 $315k 2.4k 129.90
International Business Machines (IBM) 0.1 $331k 2.3k 141.27
Alphabet Inc Class C cs (GOOG) 0.1 $329k 280.00 1175.00
McDonald's Corporation (MCD) 0.1 $286k 1.5k 190.16
At&t (T) 0.1 $278k 8.9k 31.33
Union Pacific Corporation (UNP) 0.1 $295k 1.8k 167.33
Verizon Communications (VZ) 0.1 $302k 5.1k 59.08
iShares Lehman Aggregate Bond (AGG) 0.1 $288k 2.6k 108.97
Vanguard Pacific ETF (VPL) 0.1 $293k 4.4k 65.87
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $303k 5.3k 57.44
I Shares 2019 Etf 0.1 $289k 11k 25.44
Alphabet Inc Class A cs (GOOGL) 0.1 $280k 238.00 1176.47
J P Morgan Exchange Traded F ultra shrt (JPST) 0.1 $289k 5.7k 50.37
3M Company (MMM) 0.1 $254k 1.2k 207.86
Morgan Stanley (MS) 0.1 $247k 5.8k 42.24
New Jersey Resources Corporation (NJR) 0.1 $256k 5.1k 49.87
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $258k 1.6k 157.13
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.1 $252k 4.9k 51.26
Travelers Companies (TRV) 0.1 $213k 1.6k 137.24
iShares S&P 500 Growth Index (IVW) 0.1 $232k 1.3k 172.11
iShares Morningstar Mid Growth Idx (IMCG) 0.1 $211k 898.00 234.97
Schwab International Equity ETF (SCHF) 0.1 $210k 6.7k 31.32
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $237k 4.6k 52.01
Facebook Inc cl a (META) 0.1 $239k 1.4k 166.90
Abbvie (ABBV) 0.1 $233k 2.9k 80.73
Ishares Tr ibonds dec 21 0.1 $232k 9.1k 25.63
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.1 $207k 1.7k 124.40
Ishares Tr 0-5yr hi yl cp (SHYG) 0.1 $207k 4.4k 46.73