| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Exit | HOME DEPOT INC | $0 | – | -879 | -100.0% | -0.06% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -1,714 | -100.0% | -0.06% | – |
| VXUS | Exit | VANGUARD STAR FDvg tl intl stk f | $0 | – | -3,955 | -100.0% | -0.06% | – |
| BSCJ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -10,311 | -100.0% | -0.06% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -4,151 | -100.0% | -0.06% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -4,796 | -100.0% | -0.06% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -786 | -100.0% | -0.06% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -1,528 | -100.0% | -0.06% | – |
| NJR | Exit | NEW JERSEY RES | $0 | – | -5,234 | -100.0% | -0.06% | – |
| IBMK | Exit | ISHARES TRibonds dec2022 | $0 | – | -9,019 | -100.0% | -0.06% | – |
| IBMJ | Exit | ISHARES TRibonds dec2021 | $0 | – | -9,050 | -100.0% | -0.06% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -5,698 | -100.0% | -0.07% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -1,363 | -100.0% | -0.07% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -1,348 | -100.0% | -0.07% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,908 | -100.0% | -0.07% | – |
| LMBS | Exit | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $0 | – | -4,916 | -100.0% | -0.07% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -2,292 | -100.0% | -0.07% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -1,642 | -100.0% | -0.07% | – |
| IBMI | Exit | ISHARES TRibonds sep2020 | $0 | – | -10,923 | -100.0% | -0.08% | – |
| UNP | Exit | UNION PACIFIC CORP | $0 | – | -1,728 | -100.0% | -0.08% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -234 | -100.0% | -0.08% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -2,568 | -100.0% | -0.08% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -240 | -100.0% | -0.08% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -5,275 | -100.0% | -0.08% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,437 | -100.0% | -0.08% | – |
| INTC | Exit | INTEL CORP | $0 | – | -6,114 | -100.0% | -0.08% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -5,238 | -100.0% | -0.09% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,206 | -100.0% | -0.09% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -4,090 | -100.0% | -0.09% | – |
| V | Exit | VISA INC | $0 | – | -1,811 | -100.0% | -0.09% | – |
| T | Exit | AT&T INC | $0 | – | -8,808 | -100.0% | -0.09% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,747 | -100.0% | -0.10% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -2,395 | -100.0% | -0.10% | – |
| KO | Exit | COCA COLA CO | $0 | – | -7,359 | -100.0% | -0.11% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -10,876 | -100.0% | -0.12% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,698 | -100.0% | -0.14% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,474 | -100.0% | -0.14% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -9,118 | -100.0% | -0.15% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -4,013 | -100.0% | -0.15% | – |
| EEMV | Exit | ISHARES INCmin vol emrg mkt | $0 | – | -10,052 | -100.0% | -0.16% | – |
| WBND | Exit | LEGG MASON ETF INVESTMENT TRwestn aset ttl | $0 | – | -21,522 | -100.0% | -0.16% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -3,685 | -100.0% | -0.17% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -8,056 | -100.0% | -0.18% | – |
| SHM | Exit | SPDR SERIES TRUSTnuveen blmbrg sr | $0 | – | -14,095 | -100.0% | -0.19% | – |
| PFE | Exit | PFIZER INC | $0 | – | -19,837 | -100.0% | -0.19% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -13,037 | -100.0% | -0.22% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -41,542 | -100.0% | -0.24% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -43,199 | -100.0% | -0.25% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -11,516 | -100.0% | -0.25% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -19,140 | -100.0% | -0.26% | – |
| PAUG | Exit | INNOVATOR ETFS TRs&p 500 pwr bu | $0 | – | -38,231 | -100.0% | -0.26% | – |
| KNOW | Exit | DIREXION SHS ETF TRall cp insider | $0 | – | -25,479 | -100.0% | -0.27% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -47,056 | -100.0% | -0.27% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -47,166 | -100.0% | -0.28% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -3,591 | -100.0% | -0.29% | – |
| PG | Exit | PROCTER & GAMBLE CO | $0 | – | -8,660 | -100.0% | -0.29% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -16,569 | -100.0% | -0.30% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -664 | -100.0% | -0.32% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -9,891 | -100.0% | -0.32% | – |
| XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -19,892 | -100.0% | -0.32% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -54,670 | -100.0% | -0.32% | – |
| PSEP | Exit | INNOVATOR ETFS TRs&p 500 pwr | $0 | – | -47,882 | -100.0% | -0.32% | – |
| PJUL | Exit | INNOVATOR ETFS TRs&p 500 pwr | $0 | – | -48,031 | -100.0% | -0.34% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -19,435 | -100.0% | -0.34% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -18,927 | -100.0% | -0.37% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -14,431 | -100.0% | -0.37% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -12,059 | -100.0% | -0.38% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -28,447 | -100.0% | -0.39% | – |
| EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -21,528 | -100.0% | -0.43% | – |
| AAPL | Exit | APPLE INC | $0 | – | -8,407 | -100.0% | -0.50% | – |
| VLUE | Exit | ISHARES TRedge msci usa vl | $0 | – | -23,194 | -100.0% | -0.52% | – |
| JPEM | Exit | JP MORGAN EXCHANGE TRADED FDdiv rtn em eqt | $0 | – | -40,052 | -100.0% | -0.58% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -57,067 | -100.0% | -0.59% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -19,700 | -100.0% | -0.69% | – |
| MTUM | Exit | ISHARES TRusa momentum fct | $0 | – | -23,616 | -100.0% | -0.77% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRequity etf | $0 | – | -50,157 | -100.0% | -0.82% | – |
| ITM | Exit | VANECK VECTORS ETF TRamt free int etf | $0 | – | -61,727 | -100.0% | -0.85% | – |
| VIG | Exit | VANGUARD GROUPdiv app etf | $0 | – | -27,111 | -100.0% | -0.88% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -42,949 | -100.0% | -0.99% | – |
| QUAL | Exit | ISHARES TRusa quality fctr | $0 | – | -39,625 | -100.0% | -1.00% | – |
| QEFA | Exit | SPDR INDEX SHS FDSmsci eafe strtgc | $0 | – | -104,091 | -100.0% | -1.79% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -213,988 | -100.0% | -2.29% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -366,870 | -100.0% | -5.06% | – |
| SPLV | Exit | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $0 | – | -378,175 | -100.0% | -5.98% | – |
| INTF | Exit | ISHARES TRmultifactor intl | $0 | – | -992,303 | -100.0% | -6.90% | – |
| JPST | Exit | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $0 | – | -554,419 | -100.0% | -7.63% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRintrm trm tres | $0 | – | -636,230 | -100.0% | -9.62% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -753,240 | -100.0% | -11.18% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -719,460 | -100.0% | -29.66% | – |
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.