American Economic Planning

American Economic Planning Group as of March 31, 2017

Portfolio Holdings for American Economic Planning Group

American Economic Planning Group holds 76 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 49.4 $123M 1.0M 121.32
Vanguard Total Bond Market ETF (BND) 17.0 $42M 521k 81.08
Vanguard Pacific ETF (VPL) 4.6 $11M 181k 63.28
Vanguard European ETF (VGK) 4.6 $11M 221k 51.57
Vanguard Emerging Markets ETF (VWO) 4.5 $11M 280k 39.72
Ishares Msci Usa Quality Facto invalid (QUAL) 1.2 $3.0M 42k 72.80
Vanguard Star Fd Intl Stk Idxf (VXUS) 1.2 $3.0M 59k 49.68
Johnson & Johnson (JNJ) 1.1 $2.9M 23k 124.54
iShares S&P 500 Index (IVV) 1.0 $2.4M 10k 237.33
iShares MSCI EAFE Index Fund (EFA) 0.8 $2.0M 33k 62.28
Ishares High Dividend Equity F (HDV) 0.8 $2.0M 23k 83.85
Exxon Mobil Corporation (XOM) 0.7 $1.8M 22k 81.99
Apple (AAPL) 0.6 $1.4M 10k 143.65
Vanguard Extended Market ETF (VXF) 0.6 $1.4M 14k 99.88
JPMorgan Chase & Co. (JPM) 0.5 $1.2M 14k 87.81
iShares S&P 1500 Index Fund (ITOT) 0.4 $1.1M 20k 54.01
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 $1.1M 50k 21.24
Claymore Exchange Trd Fd Tr gug bull2018 e 0.4 $1.1M 51k 21.23
Ishares Tr eafe min volat (EFAV) 0.4 $1.1M 16k 66.00
Claymore Exchange Trd Fd Tr gug bull2020 e 0.4 $1.0M 48k 21.39
Procter & Gamble Company (PG) 0.4 $973k 11k 89.87
Vanguard Dividend Appreciation ETF (VIG) 0.4 $961k 11k 89.91
Claymore Exchange Trd Fd Tr gugg bulsh 2021 0.4 $920k 44k 21.15
Spdr S&p 500 Etf (SPY) 0.3 $839k 3.6k 235.87
Goldman Sachs Etf Tr (GSLC) 0.3 $812k 17k 46.76
Pfizer (PFE) 0.3 $721k 21k 34.19
Spdr Index Shs Fds eafe qual mix (QEFA) 0.3 $681k 12k 57.92
Doubleline Total Etf etf (TOTL) 0.3 $640k 13k 48.84
Powershares Etf Tr Ii s^p500 low vol 0.2 $621k 14k 43.47
Public Service Enterprise (PEG) 0.2 $598k 14k 44.34
Ishares Tr 0-5yr hi yl cp (SHYG) 0.2 $573k 12k 47.80
iShares S&P SmallCap 600 Index (IJR) 0.2 $529k 7.7k 69.11
International Business Machines (IBM) 0.2 $491k 2.8k 174.11
Merck & Co (MRK) 0.2 $481k 7.6k 63.50
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $452k 5.7k 79.69
Ishares Inc core msci emkt (IEMG) 0.2 $454k 9.5k 47.83
Amazon (AMZN) 0.2 $434k 490.00 885.71
Vanguard Europe Pacific ETF (VEA) 0.2 $417k 11k 39.25
General Electric Company 0.2 $400k 13k 29.83
At&t (T) 0.2 $394k 9.5k 41.59
WisdomTree MidCap Earnings Fund (EZM) 0.2 $389k 11k 35.28
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.2 $406k 4.2k 95.73
Ishares Inc em mkt min vol (EEMV) 0.2 $409k 7.6k 53.56
Berkshire Hathaway (BRK.B) 0.1 $380k 2.3k 166.59
Eli Lilly & Co. (LLY) 0.1 $343k 4.1k 84.17
Verizon Communications (VZ) 0.1 $340k 7.0k 48.77
Pimco Etf Tr 0-5 high yield (HYS) 0.1 $353k 3.5k 101.52
Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) 0.1 $360k 11k 33.56
Microsoft Corporation (MSFT) 0.1 $324k 4.9k 65.91
Coca-Cola Company (KO) 0.1 $321k 7.6k 42.39
Walt Disney Company (DIS) 0.1 $289k 2.6k 113.29
Travelers Companies (TRV) 0.1 $305k 2.5k 120.60
Pepsi (PEP) 0.1 $302k 2.7k 111.77
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $310k 5.7k 54.21
SPDR Dow Jones Global Real Estate (RWO) 0.1 $294k 6.2k 47.05
Vanguard Mega Cap 300 Value Index ETF (MGV) 0.1 $309k 4.5k 68.64
Advisorshares Tr peritus hg yld 0.1 $297k 8.2k 36.42
Philip Morris International (PM) 0.1 $272k 2.4k 112.82
Vanguard REIT ETF (VNQ) 0.1 $277k 3.4k 82.64
Technology SPDR (XLK) 0.1 $259k 4.9k 53.23
Vanguard Mid-Cap Growth ETF (VOT) 0.1 $238k 2.1k 112.96
Altria (MO) 0.1 $235k 3.3k 71.45
SPDR Gold Trust (GLD) 0.1 $236k 2.0k 118.47
New Jersey Resources Corporation (NJR) 0.1 $215k 5.4k 39.57
iShares S&P MidCap 400 Index (IJH) 0.1 $231k 1.4k 170.98
iShares Russell Midcap Growth Idx. (IWP) 0.1 $224k 2.3k 96.34
McCormick & Company, Incorporated (MKC.V) 0.1 $224k 2.3k 97.73
iShares Morningstar Mid Growth Idx (IMCG) 0.1 $221k 1.3k 174.29
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.1 $236k 4.5k 52.58
Alphabet Inc Class A cs (GOOGL) 0.1 $222k 262.00 847.33
3M Company (MMM) 0.1 $207k 1.1k 191.31
Marriott International (MAR) 0.1 $204k 2.2k 94.01
Valley National Ban (VLY) 0.1 $198k 17k 11.81
iShares Russell 3000 Growth Index (IUSG) 0.1 $210k 4.9k 42.49
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.1 $207k 2.0k 102.53