$270 Million is the total value of AMERICAN ECONOMIC PLANNING GROUP INC /ADV's 75 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $673,000 | – | 14,205 | +100.0% | 0.25% | – |
| VLUE | New | ISHARES TRedge msci usa vl | $500,000 | – | 6,053 | +100.0% | 0.18% | – |
| IBMH | New | ISHARES TRibonds sep19 etf | $313,000 | – | 12,326 | +100.0% | 0.12% | – |
| IBMG | New | ISHARES TRibonds sep18 etf | $311,000 | – | 12,223 | +100.0% | 0.12% | – |
| IBMI | New | ISHARES TRibonds sep20 etf | $264,000 | – | 10,398 | +100.0% | 0.10% | – |
| FB | New | FACEBOOK INCcl a | $224,000 | – | 1,153 | +100.0% | 0.08% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $219,000 | – | 1,278 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 26 | Q3 2019 | 51.0% |
| VANGUARD BD INDEX FD INC | 26 | Q3 2019 | 34.4% |
| ISHARES TR | 26 | Q3 2019 | 7.1% |
| ISHARES TR | 26 | Q3 2019 | 6.4% |
| JOHNSON & JOHNSON | 26 | Q3 2019 | 1.3% |
| EXXON MOBIL CORP | 26 | Q3 2019 | 0.9% |
| ISHARES TR | 26 | Q3 2019 | 1.2% |
| VANGUARD INDEX FDS | 26 | Q3 2019 | 0.6% |
| PROCTER & GAMBLE CO | 26 | Q3 2019 | 0.4% |
| MERCK & CO INC NEW | 26 | Q3 2019 | 0.3% |
View AMERICAN ECONOMIC PLANNING GROUP INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-10-09 |
| 13F-HR | 2019-07-23 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-01-14 |
| 13F-HR | 2018-10-16 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-09 |
| 13F-HR | 2018-01-29 |
| 13F-HR | 2017-10-27 |
| 13F-HR | 2017-07-25 |
View AMERICAN ECONOMIC PLANNING GROUP INC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.