$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GVI | ISHARES TRintrm gov cr etf | $487,000 | 0.0% | 4,508 | 0.0% | 0.18% | +1.1% | |
| ITOT | ISHARES TRcore s&p ttl stk | $435,000 | +3.3% | 6,957 | 0.0% | 0.16% | +4.5% | |
| MS | MORGAN STANLEY | $283,000 | -12.1% | 5,967 | 0.0% | 0.10% | -11.0% | |
| GLD | SPDR GOLD TRUST | $228,000 | -5.8% | 1,925 | 0.0% | 0.08% | -4.5% |
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.