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American Economic Planning Group Inc

Q1 2015 Holdings

Filed 2015-04-30 | 43 holdings | $263.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$117.2K1,093,19544.5%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$43.9K526,01916.6%
Vanguard Charlotte FDS(BNDX)INTL BD IDX ETF92203J407$27.7K511,81410.5%
Vanguard Star FD(VXUS)VG TL INTL STK F921909768$24.7K491,1749.4%
Ishares TR(EFA)MSCI EAFE ETF464287465$18.0K280,6736.8%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$5.5K135,7342.1%
Ishares(SCZ)EAFE SML CP ETF464288273$2.8K57,5371.1%
Johnson & Johnson(JNJ)COM478160104$2.3K23,0080.9%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$1.7K22,9970.7%
Exxon Mobil Corp(XOM)COM30231G102$1.7K19,4280.6%
Vanguard Index FDS(VXF)EXTEND MKT ETF922908652$1.3K13,9050.5%
Claymore Exchange TRD FD TRGUG BULL2018 E18383M530$1.1K52,7480.4%
Claymore Exchange TRD FD TRGUGG CRP BD 201618383M555$1.1K50,2970.4%
Claymore Exchange TRD FD TRGUGG CRP BD 201718383M548$1.1K48,9840.4%
Claymore Exchange TRD FD TRGUGG CRP BD 201518383M563$1.1K51,3500.4%
Claymore Exchange TRD FD TRGUG BULL2019 E18383M522$99546,7550.4%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$99511,3410.4%
Procter & Gamble Co(PG)COM742718109$86810,5870.3%
JPMorgan Chase & Co(JPM)COM46625H100$86014,1950.3%
Apple Inc(AAPL)COM037833100$7816,2790.3%
Ishares TR(IVV)CORE S&P500 ETF464287200$7513,6150.3%
Ishares TR(USMV)USA MIN VOL ETF46429B697$59914,5190.2%
Powershares ETF TR IIS&P500 LOW VOL73937B779$54214,2850.2%
Ishares TR(IUSG)CORE US GRW ETF464287671$5256,4550.2%
Merck & Co Inc New(MRK)COM58933Y105$5189,0120.2%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$4277,2930.2%
Ishares TR(EFAV)EAFE MIN VOL ETF46429B689$3765,7080.1%
International Business Machs(IBM)COM459200101$3632,2640.1%
Pimco ETF TR(HYS)0-5 HIGH YIELD72201R783$3543,4770.1%
Advisorshares TRPERITUS HG YLD00768Y503$3368,1540.1%
Public SVC Enterprise Group(PEG)COM744573106$3197,6020.1%
Lilly ELI & Co(LLY)COM532457108$3014,1400.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2671,8530.1%
General Electric CoCOM369604103$25510,2700.1%
AT&T Inc(T)COM00206R102$2537,7520.1%
Chubb CorpCOM171232101$2372,3400.1%
Pfizer Inc(PFE)COM717081103$2336,6930.1%
Spdr Series Trust(SPYG)S&P 500 GROWTH78464A409$2222,2570.1%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2161,0440.1%
Bristol Myers Squibb Co(BMY)COM110122108$2143,3150.1%
Pepsico Inc(PEP)COM713448108$2062,1580.1%
Mcdonalds Corp(MCD)COM580135101$2022,0680.1%
Valley Natl Bancorp(VLY)COM919794107$15316,2400.1%