American Economic Planning

American Economic Planning Group as of March 31, 2016

Portfolio Holdings for American Economic Planning Group

American Economic Planning Group holds 56 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 46.0 $114M 1.1M 104.82
Vanguard Total Bond Market ETF (BND) 20.9 $52M 624k 82.80
Vanguard Star Fd Intl Stk Idxf (VXUS) 9.5 $24M 522k 44.92
iShares MSCI EAFE Index Fund (EFA) 6.9 $17M 297k 57.16
Vanguard Emerging Markets ETF (VWO) 2.3 $5.7M 166k 34.58
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.2 $2.9M 59k 49.80
Johnson & Johnson (JNJ) 1.1 $2.7M 25k 108.21
Exxon Mobil Corporation (XOM) 0.9 $2.3M 27k 83.59
Ishares High Dividend Equity F (HDV) 0.8 $2.0M 26k 78.00
Ishares Tr usa min vo (USMV) 0.7 $1.8M 41k 43.93
Vanguard Extended Market ETF (VXF) 0.6 $1.4M 18k 82.82
Claymore Exchange Trd Fd Tr gug bull2018 e 0.4 $1.1M 51k 21.11
Claymore Exchange-traded Fd gugg crp bd 2016 0.4 $1.1M 48k 22.06
Claymore Exchange-traded Fd gugg crp bd 2017 0.4 $1.1M 47k 22.63
Claymore Exchange Trd Fd Tr gug bull2019 e 0.4 $1.0M 48k 21.21
Citigroup (C) 0.4 $999k 24k 41.77
Apple (AAPL) 0.4 $969k 8.9k 109.05
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.4 $955k 18k 53.12
Procter & Gamble Company (PG) 0.4 $918k 11k 82.28
Claymore Exchange Trd Fd Tr gug bull2020 e 0.4 $912k 43k 21.40
JPMorgan Chase & Co. (JPM) 0.4 $893k 15k 59.22
iShares S&P 500 Index (IVV) 0.4 $890k 4.3k 206.54
Pfizer (PFE) 0.3 $687k 23k 29.66
iShares S&P 1500 Index Fund (ITOT) 0.3 $661k 7.1k 93.39
iShares S&P 100 Index (OEF) 0.3 $640k 7.0k 91.43
Ishares Tr eafe min volat (EFAV) 0.2 $586k 8.8k 66.39
Powershares Etf Tr Ii s^p500 low vol 0.2 $576k 14k 40.32
Merck & Co (MRK) 0.2 $516k 9.8k 52.91
General Electric Company 0.2 $452k 14k 31.82
Ishares Tr hdg msci eafe (HEFA) 0.2 $399k 17k 23.89
Coca-Cola Company (KO) 0.1 $378k 8.1k 46.44
Public Service Enterprise (PEG) 0.1 $375k 7.9k 47.20
SPDR Barclays Capital 1-3 Month T- 0.1 $366k 8.0k 45.75
Berkshire Hathaway (BRK.B) 0.1 $327k 2.3k 141.68
Eli Lilly & Co. (LLY) 0.1 $317k 4.4k 72.00
At&t (T) 0.1 $317k 8.1k 39.21
Pimco Etf Tr 0-5 high yield (HYS) 0.1 $315k 3.5k 90.60
Microsoft Corporation (MSFT) 0.1 $299k 5.4k 55.25
Travelers Companies (TRV) 0.1 $293k 2.5k 116.73
International Business Machines (IBM) 0.1 $302k 2.0k 151.23
SPDR KBW Bank (KBE) 0.1 $306k 10k 30.36
Verizon Communications (VZ) 0.1 $265k 4.9k 54.13
Ishares Inc em mkt min vol (EEMV) 0.1 $270k 5.3k 51.29
Ishares Inc core msci emkt (IEMG) 0.1 $276k 6.6k 41.57
iShares Russell Midcap Growth Idx. (IWP) 0.1 $246k 2.7k 92.34
Advisorshares Tr peritus hg yld 0.1 $250k 8.2k 30.66
McDonald's Corporation (MCD) 0.1 $222k 1.8k 125.78
Philip Morris International (PM) 0.1 $216k 2.2k 98.27
Valley National Ban (VLY) 0.1 $213k 22k 9.53
Amazon (AMZN) 0.1 $215k 363.00 592.29
Technology SPDR (XLK) 0.1 $211k 4.8k 44.28
McCormick & Company, Incorporated (MKC.V) 0.1 $224k 2.3k 99.56
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $231k 2.3k 100.70
Altria (MO) 0.1 $210k 3.3k 62.80
Ishares Tr 2017 s^p amtfr 0.1 $200k 7.3k 27.41
Ishares S&p Amt-free Municipal 0.1 $200k 7.8k 25.57