American Economic Planning

American Economic Planning Group as of June 30, 2015

Portfolio Holdings for American Economic Planning Group

American Economic Planning Group holds 44 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Total Stock Market ETF (VTI) 48.0 $117M 1.1M 107.02
Vanguard Total Bond Market ETF (BND) 20.7 $50M 619k 81.26
Vanguard Star Fd Intl Stk Idxf (VXUS) 10.0 $24M 484k 50.33
iShares MSCI EAFE Index Fund (EFA) 7.1 $17M 274k 63.49
Vanguard Emerging Markets ETF (VWO) 2.2 $5.5M 134k 40.88
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.2 $2.9M 56k 51.02
Johnson & Johnson (JNJ) 0.9 $2.2M 23k 97.46
Ishares High Dividend Equity F (HDV) 0.7 $1.7M 23k 73.58
Exxon Mobil Corporation (XOM) 0.7 $1.6M 19k 83.20
iShares Lehman Aggregate Bond (AGG) 0.6 $1.5M 14k 108.75
Vanguard Extended Market ETF (VXF) 0.5 $1.2M 13k 91.97
Claymore Exchange-traded Fd gugg crp bd 2017 0.5 $1.1M 49k 22.75
Claymore Exchange Trd Fd Tr gug bull2018 e 0.5 $1.1M 52k 21.26
Claymore Exchange-traded Fd gugg crp bd 2016 0.5 $1.1M 49k 22.22
Guggenheim Bulletshar 0.5 $1.1M 51k 21.67
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.4 $1.1M 21k 52.37
Claymore Exchange Trd Fd Tr gug bull2019 e 0.4 $977k 46k 21.07
JPMorgan Chase & Co. (JPM) 0.4 $932k 14k 67.76
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $858k 15k 58.28
Procter & Gamble Company (PG) 0.3 $811k 10k 78.22
iShares S&P 500 Index (IVV) 0.3 $791k 3.8k 207.34
Apple (AAPL) 0.3 $749k 6.0k 125.48
Ishares Tr usa min vo (USMV) 0.2 $594k 15k 40.32
iShares Russell 3000 Growth Index (IUSG) 0.2 $525k 6.5k 81.33
Powershares Etf Tr Ii s^p500 low vol 0.2 $523k 14k 36.61
Merck & Co (MRK) 0.2 $511k 9.0k 56.92
International Business Machines (IBM) 0.1 $358k 2.2k 162.88
Pimco Etf Tr 0-5 high yield (HYS) 0.1 $354k 3.5k 101.81
Ishares Tr eafe min volat (EFAV) 0.1 $375k 5.7k 65.32
Eli Lilly & Co. (LLY) 0.1 $343k 4.1k 83.48
Advisorshares Tr peritus hg yld 0.1 $338k 8.2k 41.45
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $326k 3.8k 85.23
At&t (T) 0.1 $283k 8.0k 35.46
Public Service Enterprise (PEG) 0.1 $301k 7.7k 39.23
iShares S&P 1500 Index Fund (ITOT) 0.1 $299k 3.2k 94.41
General Electric Company 0.1 $277k 10k 26.59
Berkshire Hathaway (BRK.B) 0.1 $248k 1.8k 136.04
Ishares Inc core msci emkt (IEMG) 0.1 $238k 4.9k 48.11
Chubb Corporation 0.1 $223k 2.3k 95.22
Pfizer (PFE) 0.1 $210k 6.3k 33.54
Spdr S&p 500 Etf (SPY) 0.1 $215k 1.0k 205.54
Bristol Myers Squibb (BMY) 0.1 $213k 3.2k 66.65
Travelers Companies (TRV) 0.1 $223k 2.3k 96.75
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $223k 2.3k 98.45