AMERICAN ECONOMIC PLANNING GROUP INC /ADV holdings history

Add to watchlist

169 is the total number of securities AMERICAN ECONOMIC PLANNING GROUP INC /ADV has owned. The longest AMERICAN ECONOMIC PLANNING GROUP INC /ADV has owned a single stock is 26 quarters.

AMERICAN ECONOMIC PLANNING GROUP INC /ADV historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS262629.66%43.81%50.97%Q2 2013Q3 201926
BND VANGUARD BD INDEX FD INC26260.97%15.22%34.45%Q2 2013Q3 201926
EFA ISHARES TR26260.34%3.63%7.14%Q2 2013Q3 201926
HDV ISHARES TR26260.31%1.27%6.37%Q2 2013Q3 201926
JNJ JOHNSON & JOHNSON26260.64%0.97%1.26%Q2 2013Q3 201926
XOM EXXON MOBIL CORP26260.37%0.60%0.93%Q2 2013Q3 201926
SCZ ISHARES TR26260.08%0.60%1.20%Q2 2013Q3 201926
VXF VANGUARD INDEX FDS26260.32%0.48%0.59%Q2 2013Q3 201926
PG PROCTER & GAMBLE CO26260.26%0.33%0.41%Q2 2013Q3 201926
MRK MERCK & CO INC NEW26260.14%0.19%0.25%Q2 2013Q3 201926
VXUS VANGUARD STAR FD2410.06%5.42%10.00%Q2 2013Q3 201925
PEG PUBLIC SVC ENTERPRISE ...24240.10%0.18%0.26%Q4 2013Q3 201924
AAPL APPLE INC22220.21%0.42%0.61%Q2 2014Q3 201922
JPM JPMORGAN CHASE & CO22220.31%0.42%0.55%Q2 2014Q3 201922
EFAV ISHARES TR22220.12%0.32%0.47%Q2 2014Q3 201922
IBM INTERNATIONAL BUSINESS...22220.09%0.14%0.21%Q2 2014Q3 201922
T AT&T INC22220.09%0.12%0.18%Q2 2014Q3 201922
LLY LILLY ELI & CO22220.07%0.12%0.15%Q2 2014Q3 201922
PFE PFIZER INC2010.07%0.23%0.34%Q2 2014Q3 201921
BRKB BERKSHIRE HATHAWAY INC...21210.10%0.14%0.19%Q3 2014Q3 201921
VWO VANGUARD INTL EQUITY I...20200.12%2.77%4.48%Q4 2013Q3 201820
IVV ISHARES TR20200.13%0.50%1.07%Q4 2014Q3 201920
BSCI CLAYMORE EXCHANGE TRD ...19190.17%0.40%0.46%Q3 2013Q1 201819
ITOT ISHARES TR1810.12%0.40%2.92%Q4 2014Q3 201919
IUSG ISHARES TR1180.08%0.13%0.22%Q2 2013Q1 201819
TRV TRAVELERS COMPANIES INC1330.06%0.10%0.13%Q2 2014Q3 201919
BSCH CLAYMORE EXCHANGE TRD ...18180.17%0.38%0.46%Q2 2013Q3 201718
BNDX VANGUARD CHARLOTTE FDS1070.15%3.77%10.84%Q4 2013Q3 201917
MSFT MICROSOFT CORP17170.09%0.15%0.23%Q3 2015Q3 201917
AMZN AMAZON COM INC16160.09%0.26%0.47%Q4 2015Q3 201916
SPLV POWERSHARES ETF TR II16160.19%0.23%0.25%Q2 2014Q1 201816
KO COCA COLA CO1510.08%0.12%0.15%Q2 2014Q3 201916
VZ VERIZON COMMUNICATIONS...1510.09%0.10%0.14%Q2 2014Q3 201916
BSCJ CLAYMORE EXCHANGE TRD ...1410.17%0.39%0.43%Q3 2013Q1 201815
VCSH VANGUARD SCOTTSDALE FDS1140.18%0.28%0.34%Q2 2013Q3 201915
EEMV ISHARES INC15150.11%0.16%0.18%Q1 2016Q3 201915
GE GENERAL ELECTRIC CO1410.07%0.14%0.18%Q4 2013Q3 201715
PEP PEPSICO INC1410.08%0.11%0.14%Q1 2015Q3 201915
BSCG CLAYMORE EXCHANGE TRD ...14140.17%0.36%0.45%Q2 2013Q3 201614
VGK VANGUARD INTL EQUITY I...13130.06%3.68%6.60%Q3 2016Q3 201913
USMV ISHARES TR13130.15%0.48%1.28%Q4 2013Q4 201613
SPY SPDR S&P 500 ETF TR1120.08%0.32%0.43%Q1 2015Q3 201913
IEMG ISHARES INC820.10%0.20%0.33%Q2 2015Q4 201813
HYS PIMCO ETF TR13130.13%0.14%0.15%Q1 2015Q1 201813
VPL VANGUARD INTL EQUITY I...12120.07%3.92%6.23%Q3 2016Q2 201912
TOTL SSGA ACTIVE ETF TR12120.23%0.26%0.28%Q4 2016Q3 201912
HYLD ADVISORSHARES TR12120.10%0.12%0.14%Q3 2014Q2 201712
XLK SELECT SECTOR SPDR TR12120.08%0.10%0.12%Q4 2015Q3 201812
QUAL ISHARES TR11111.00%2.29%8.32%Q1 2017Q3 201911
QEFA SPDR INDEX SHS FDS11110.27%1.35%2.05%Q1 2017Q3 201911
VIG VANGUARD SPECIALIZED P...11110.39%0.64%0.90%Q1 2017Q3 201911
GSLC GOLDMAN SACHS ETF TR11110.33%0.54%0.82%Q1 2017Q3 201911
VCIT VANGUARD SCOTTSDALE FDS920.08%0.38%0.83%Q2 2013Q3 201711
IJR ISHARES TR11110.09%0.36%0.54%Q1 2017Q3 201911
MKCV MCCORMICK & CO INC11110.09%0.09%0.11%Q1 2016Q3 201811
GOOGL ALPHABET INC11110.08%0.09%0.10%Q1 2017Q3 201911
MCD MCDONALDS CORP910.08%0.09%0.09%Q1 2015Q3 201911
NJR NEW JERSEY RES11110.06%0.08%0.09%Q1 2017Q3 201911
BSCK CLAYMORE EXCHANGE TRD ...910.17%0.37%0.42%Q3 2013Q1 201810
BSCF CLAYMORE EXCHANGE TRD ...10100.17%0.34%0.46%Q2 2013Q3 201510
EZM WISDOMTREE TR10100.16%0.25%0.34%Q1 2017Q2 201910
SHYG ISHARES TR730.06%0.14%0.28%Q2 2016Q3 201910
MGK VANGUARD WORLD FD710.06%0.12%0.16%Q2 2016Q2 201910
IWP ISHARES TR10100.09%0.11%0.25%Q4 2015Q1 201810
MMM 3M CO10100.06%0.10%0.14%Q1 2017Q2 201910
SHM SPDR SER TR540.18%0.25%0.73%Q2 2017Q3 20199
PM PHILIP MORRIS INTL INC990.08%0.09%0.11%Q1 2016Q1 20189
UNP UNION PACIFIC CORP990.08%0.09%0.11%Q3 2017Q3 20199
GOOG ALPHABET INC810.07%0.09%0.11%Q4 2016Q3 20199
GLD SPDR GOLD TRUST990.08%0.09%0.10%Q4 2016Q4 20189
ISTB ISHARES TR710.39%7.41%11.27%Q4 2015Q3 20198
AOM ISHARES TR880.96%1.38%2.29%Q4 2017Q3 20198
AGG ISHARES TR410.08%0.44%2.17%Q4 2013Q3 20198
IEFA ISHARES TR880.10%0.32%0.43%Q4 2014Q3 20168
VEA VANGUARD TAX MANAGED I...440.12%0.25%0.81%Q2 2016Q3 20198
HON HONEYWELL INTL INC880.08%0.12%0.20%Q4 2017Q3 20198
V VISA INC880.09%0.12%0.14%Q4 2017Q3 20198
INTC INTEL CORP880.08%0.11%0.13%Q4 2017Q3 20198
MS MORGAN STANLEY880.07%0.09%0.12%Q4 2017Q3 20198
ABBV ABBVIE INC880.06%0.09%0.10%Q3 2017Q2 20198
VLY VALLEY NATL BANCORP310.06%0.07%0.09%Q2 2013Q3 20178
MTUM ISHARES TR770.57%0.73%0.92%Q1 2018Q3 20197
JPEM JP MORGAN EXCHANGE TRA...770.38%0.51%0.64%Q1 2018Q3 20197
FNDA SCHWAB STRATEGIC TR770.38%0.47%0.59%Q1 2018Q3 20197
KNOW DIREXION SHS ETF TR770.12%0.22%0.36%Q1 2018Q3 20197
IJH ISHARES TR770.09%0.14%0.19%Q1 2017Q3 20187
CB CHUBB CORP770.08%0.10%0.13%Q2 2014Q4 20157
VLUE ISHARES TR660.18%0.37%0.52%Q2 2018Q3 20196
BSCE CLAYMORE EXCHANGE TRD ...660.16%0.24%0.37%Q2 2013Q3 20146
GVI ISHARES TR660.11%0.16%0.18%Q3 2017Q4 20186
MGV VANGUARD WORLD FD660.10%0.11%0.13%Q3 2016Q4 20176
IBMI ISHARES TR660.07%0.09%0.11%Q2 2018Q3 20196
SPYG SPDR SERIES TRUST660.08%0.09%0.09%Q4 2014Q1 20166
IMCG ISHARES TR310.06%0.08%0.10%Q3 2016Q2 20196
FB FACEBOOK INC310.07%0.08%0.09%Q3 2017Q3 20196
SPLV INVESCO EXCHNG TRADED ...410.22%3.41%6.46%Q2 2018Q3 20195
BSCL CLAYMORE EXCHANGE TRD ...550.35%0.38%0.40%Q1 2017Q1 20185
ITM VANECK VECTORS ETF TR550.21%0.23%0.25%Q2 2017Q2 20185
VNLA JANUS DETROIT STR TR550.07%0.12%0.14%Q4 2017Q4 20185
DIS DISNEY WALT CO320.07%0.10%0.12%Q4 2016Q3 20195
MO ALTRIA GROUP INC320.08%0.09%0.10%Q1 2016Q3 20175
ITM VANECK VECTORS ETF TR440.82%1.45%3.30%Q4 2018Q3 20194
BSCK INVESCO EXCH TRD SLF I...440.32%0.33%0.36%Q4 2018Q3 20194
BSCL INVESCO EXCH TRD SLF I...440.25%0.29%0.33%Q4 2018Q3 20194
BSCM INVESCO EXCH TRD SLF I...440.23%0.29%0.34%Q4 2018Q3 20194
BSCJ INVESCO EXCH TRD SLF I...440.06%0.27%0.37%Q4 2018Q3 20194
RWO SPDR INDEX SHS FDS440.12%0.15%0.17%Q1 2017Q4 20174
VNQ VANGUARD INDEX FDS440.11%0.14%0.16%Q2 2016Q1 20174
MKC MCCORMICK & CO INC440.10%0.11%0.11%Q4 2018Q3 20194
VMBS VANGUARD SCOTTSDALE FDS440.10%0.11%0.12%Q2 2016Q1 20174
QQQ POWERSHARES QQQ TRUST440.10%0.11%0.11%Q2 2017Q1 20184
VOT VANGUARD INDEX FDS440.09%0.09%0.10%Q4 2016Q3 20174
IBMH ISHARES TR220.08%0.09%0.12%Q2 2018Q2 20194
IBMG ISHARES TR310.08%0.09%0.12%Q1 2016Q2 20184
VSS VANGUARD INTL EQUITY I...440.08%0.08%0.08%Q1 2017Q4 20174
IJJ ISHARES TR440.07%0.08%0.08%Q4 2018Q3 20194
IVW ISHARES TR440.07%0.07%0.07%Q4 2018Q3 20194
SCHD SCHWAB STRATEGIC TR3311.18%11.90%12.27%Q1 2019Q3 20193
INTF ISHARES TR336.90%7.93%9.01%Q1 2019Q3 20193
SCHO SCHWAB STRATEGIC TR333.28%4.65%5.62%Q1 2019Q3 20193
JPST JP MORGAN EXCHANGE TRA...330.09%2.60%7.63%Q1 2019Q3 20193
GBF ISHARES330.08%2.34%6.80%Q4 2013Q2 20143
SCHB SCHWAB STRATEGIC TR330.26%1.73%4.60%Q4 2018Q2 20193
SCHF SCHWAB STRATEGIC TR330.07%0.87%2.46%Q4 2018Q2 20193
BSCN INVESCO EXCH TRD SLF I...330.25%0.29%0.31%Q1 2019Q3 20193
HEFA ISHARES TR330.13%0.15%0.16%Q3 2015Q1 20163
BIV VANGUARD BD INDEX FD INC330.09%0.09%0.10%Q2 2016Q4 20163
BMY BRISTOL MYERS SQUIBB CO330.08%0.08%0.09%Q4 2014Q2 20153
LMBS FIRST TR EXCHANGE TRAD...330.07%0.08%0.08%Q1 2019Q3 20193
IBMJ ISHARES TR330.06%0.07%0.07%Q1 2019Q3 20193
SCHR SCHWAB STRATEGIC TR229.62%10.03%10.43%Q2 2019Q3 20192
RLY SSGA ACTIVE ETF TR224.91%5.31%5.71%Q2 2013Q3 20132
BSCM CLAYMORE EXCHANGE TRD ...220.40%0.40%0.40%Q4 2017Q1 20182
BSCD CLAYMORE EXCHANGE TRD ...220.16%0.16%0.17%Q2 2013Q3 20132
COMT ISHARES U S ETF TR220.14%0.16%0.18%Q1 2017Q2 20172
WBND LEGG MASON ETF INVESTM...220.16%0.16%0.16%Q2 2019Q3 20192
XLP SELECT SECTOR SPDR TR220.12%0.12%0.12%Q2 2016Q3 20162
PFXF MARKET VECTORS ETF TR220.09%0.09%0.10%Q2 2013Q3 20132
SHYD VANECK VECTORS ETF TR110.09%0.09%0.09%Q2 2016Q4 20162
COST COSTCO WHSL CORP NEW220.06%0.06%0.06%Q2 2019Q3 20192
EEM ISHARES TR112.50%2.50%2.50%Q4 2015Q4 20151
MGC VANGUARD WORLD FD111.79%1.79%1.79%Q4 2015Q4 20151
MUB ISHARES TR110.46%0.46%0.46%Q4 2017Q4 20171
C CITIGROUP INC110.40%0.40%0.40%Q1 2016Q1 20161
PJUL INNOVATOR ETFS TR110.34%0.34%0.34%Q3 2019Q3 20191
PSEP INNOVATOR ETFS TR110.32%0.32%0.32%Q3 2019Q3 20191
XMMO INVESCO EXCHANGE TRADE...110.32%0.32%0.32%Q3 2019Q3 20191
PAUG INNOVATOR ETFS TR110.26%0.26%0.26%Q3 2019Q3 20191
OEF ISHARES TR110.26%0.26%0.26%Q1 2016Q1 20161
USIG ISHARES110.25%0.25%0.25%Q4 2013Q4 20131
BSCO INVESCO EXCH TRD SLF I...110.24%0.24%0.24%Q3 2019Q3 20191
HYG ISHARES TR110.16%0.16%0.16%Q4 2015Q4 20151
BIL SPDR SERIES TRUST110.15%0.15%0.15%Q1 2016Q1 20161
GAL SSGA ACTIVE ETF TR110.14%0.14%0.14%Q4 2015Q4 20151
BKLN POWERSHARES ETF TRUST II110.14%0.14%0.14%Q4 2015Q4 20151
KBE SPDR SERIES TRUST110.12%0.12%0.12%Q1 2016Q1 20161
IPG INTERPUBLIC GROUP COS INC110.11%0.11%0.11%Q1 2018Q1 20181
VHT VANGUARD WORLD FDS110.10%0.10%0.10%Q3 2016Q3 20161
KMB KIMBERLY CLARK CORP110.08%0.08%0.08%Q2 2016Q2 20161
IGHG PROSHARES TR110.08%0.08%0.08%Q1 2018Q1 20181
MAR MARRIOTT INTL INC NEW110.08%0.08%0.08%Q1 2017Q1 20171
KRE SPDR SERIES TRUST110.08%0.08%0.08%Q3 2018Q3 20181
IBMF ISHARES110.08%0.08%0.08%Q1 2016Q1 20161
QQQ INVESCO QQQ TR110.08%0.08%0.08%Q2 2018Q2 20181
NVDA NVIDIA CORP110.07%0.07%0.07%Q3 2018Q3 20181
SCHE SCHWAB STRATEGIC TR110.07%0.07%0.07%Q4 2018Q4 20181
IBMK ISHARES TR110.06%0.06%0.06%Q3 2019Q3 20191
IVE ISHARES TR110.06%0.06%0.06%Q3 2019Q3 20191
HD HOME DEPOT INC110.06%0.06%0.06%Q3 2019Q3 20191
 Download

The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD BD INDEX FD INC, and ISHARES TR, are the highest-conviction holdings of AMERICAN ECONOMIC PLANNING GROUP INC /ADV.

The conviction is calculated by counting the number of quarters a security has been reported by AMERICAN ECONOMIC PLANNING GROUP INC /ADV. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that AMERICAN ECONOMIC PLANNING GROUP INC /ADV owns currently or has owned in the past.