$367 Million is the total value of AMERICAN ECONOMIC PLANNING GROUP INC /ADV's 89 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PJUL | New | INNOVATOR ETFS TRs&p 500 pwr | $1,252,000 | – | 48,031 | +100.0% | 0.34% | – |
| PSEP | New | INNOVATOR ETFS TRs&p 500 pwr | $1,191,000 | – | 47,882 | +100.0% | 0.32% | – |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $1,164,000 | – | 19,892 | +100.0% | 0.32% | – |
| PAUG | New | INNOVATOR ETFS TRs&p 500 pwr bu | $963,000 | – | 38,231 | +100.0% | 0.26% | – |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $887,000 | – | 41,542 | +100.0% | 0.24% | – |
| IBMK | New | ISHARES TRibonds dec2022 | $236,000 | – | 9,019 | +100.0% | 0.06% | – |
| VXUS | New | VANGUARD STAR FDvg tl intl stk f | $205,000 | – | 3,955 | +100.0% | 0.06% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $204,000 | – | 1,714 | +100.0% | 0.06% | – |
| HD | New | HOME DEPOT INC | $202,000 | – | 879 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-09
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.