Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2020 |
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.