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American Economic Planning Group Inc

Q1 2017 Holdings

Filed 2017-04-20 | 76 holdings | $248.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Valley Natl Bancorp(VLY)COM919794107$19816,7710.1%
Marriott Intl Inc New(MAR)CL A571903202$2042,1700.1%
3M Co(MMM)COM88579Y101$2071,0820.1%
Vanguard Intl Equity Index F(VSS)FTSE SMCAP ETF922042718$2072,0190.1%
Ishares TR(IUSG)CORE S&P US ETF464287671$2104,9420.1%
New Jersey RES(NJR)COM646025106$2155,4330.1%
Ishares TR(IMCG)MRGSTR MD CP GRW464288307$2211,2680.1%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$2222620.1%
Mccormick & Co Inc(MKC/V)COM VTG579780107$2242,2920.1%
Ishares TR(IWP)RUS MD CP GR ETF464287481$2242,3250.1%
Ishares TR(IJH)CORE S&P MCP ETF464287507$2311,3510.1%
Altria Group Inc(MO)COM02209S103$2353,2890.1%
Vanguard Scottsdale FDS(VMBS)MORTG-BACK SEC92206C771$2364,4880.1%
Spdr Gold Trust(GLD)GOLD SHS78463V107$2361,9920.1%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$2382,1070.1%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$2594,8660.1%
Philip Morris Intl Inc(PM)COM718172109$2722,4110.1%
Vanguard Index FDS(VNQ)REIT ETF922908553$2773,3520.1%
Disney Walt Co(DIS)COM DISNEY254687106$2892,5510.1%
Spdr Index SHS FDS(RWO)DJ GLB RL ES ETF78463X749$2946,2490.1%
Advisorshares TRPERITUS HG YLD00768Y503$2978,1540.1%
Pepsico Inc(PEP)COM713448108$3022,7020.1%
Travelers Companies Inc(TRV)COM89417E109$3052,5290.1%
Vanguard World FD(MGV)MEGA CAP VAL ETF921910840$3094,5020.1%
Ishares TR(SCZ)EAFE SML CP ETF464288273$3105,7190.1%
Coca Cola Co(KO)COM191216100$3217,5720.1%
Microsoft Corp(MSFT)COM594918104$3244,9160.1%
Verizon Communications Inc(VZ)COM92343V104$3406,9720.1%
Lilly ELI & Co(LLY)COM532457108$3434,0750.1%
Pimco ETF TR(HYS)0-5 HIGH YIELD72201R783$3533,4770.1%
Ishares U S ETF TR(COMT)COMMOD SEL STG46431W853$36010,7280.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$3802,2810.2%
Wisdomtree TR(EZM)MDCP EARN FUND97717W570$38911,0250.2%
AT&T Inc(T)COM00206R102$3949,4730.2%
General Electric CoCOM369604103$40013,4100.2%
Vanguard World FD(MGK)MEGA GRWTH IND921910816$4064,2410.2%
Ishares(EEMV)MIN VOL EMRG MKT464286533$4097,6370.2%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$41710,6230.2%
Amazon COM Inc(AMZN)COM023135106$4344900.2%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$4525,6720.2%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$4549,4910.2%
Merck & Co Inc(MRK)COM58933Y105$4817,5750.2%
International Business Machs(IBM)COM459200101$4912,8200.2%
Ishares TR(IJR)CORE S&P SCP ETF464287804$5297,6550.2%
Ishares TR(SHYG)0-5YR HI YL CP46434V407$57311,9880.2%
Public SVC Enterprise Group(PEG)COM744573106$59813,4860.2%
Powershares ETF TR IIS&P500 LOW VOL73937B779$62114,2850.2%
SSgA Active ETF TR(TOTL)SPDR TR TACTIC78467V848$64013,1040.3%
Spdr Index SHS FDS(QEFA)MSCI EAFE STRTGC78463X434$68111,7570.3%
Pfizer Inc(PFE)COM717081103$72121,0850.3%
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