AMERICAN ECONOMIC PLANNING GROUP INC /ADV Portfolio Holdings - 13F Filings | 13F Fund Database
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 13F Holdings
CIK 0000831457 · WARREN, NJ
As of Sep 30, 2019, AMERICAN ECONOMIC PLANNING GROUP INC /ADV reported
89 positions worth $366.7K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 719,460 |
|
08.8K29.66% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 753,240 | $41.0K | 11.18% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 636,230 | $35.3K | 9.62% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 554,419 | $28.0K | 7.63% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 992,303 | $25.3K | 6.90% |
| INVESCO S&P 500 LOW VOLATILITY ETF | SPLV | — | 378,175 | $21.9K | 5.98% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 366,870 |
8.5K | 5.06% |
| ISHARES CORE 40/60 MODERATE ALLOCATION ETF | AOM | — | 213,988 | $8.4K | 2.29% |
| SPDR INDEX SHS FDS | — | — | 104,091 | $6.6K | 1.79% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 39,625 | $3.7K | 1.00% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 42,949 | $3.6K | 0.99% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 27,111 | $3.2K | 0.88% |
| VANECK INTERMEDIATE MUNI ETF | ITM | — | 61,727 | $3.1K | 0.85% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 50,157 | $3.0K | 0.82% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 23,616 | $2.8K | 0.77% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 19,700 | $2.5K | 0.69% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 57,067 | $2.2K | 0.59% |
| JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | JPEM | — | 40,052 | $2.1K | 0.58% |
| ISHARES MSCI USA VALUE FACTOR ETF | VLUE | — | 23,194 |
.9K | 0.52% |
| APPLE INC | AAPL | Technology | 8,407 |
.8K | 0.50% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | — | 21,528 |
.6K | 0.43% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 28,447 |
.4K | 0.39% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 12,059 |
.4K | 0.38% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 14,431 |
.4K | 0.37% |
| EXXON MOBIL CORP | XOM | Energy | 18,927 |
.3K | 0.37% |