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American Economic Planning Group Inc

Q3 2017 Holdings

Filed 2017-10-27 | 78 holdings | $490.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Valley Natl Bancorp(VLY)COM919794107$20216,7710.0%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$2032,3100.0%
Union PAC Corp(UNP)COM907818108$2031,7480.0%
Facebook Inc(META)CL A30303M102$2121,2430.0%
Vanguard Intl Equity Index F(VSS)FTSE SMCAP ETF922042718$2201,9140.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$2272330.0%
New Jersey RES(NJR)COM646025106$2295,4330.0%
Spdr Gold Trust(GLD)GOLD SHS78463V107$2311,9000.0%
Ishares TR(SHYG)0-5YR HI YL CP46434V407$2334,8660.0%
Altria Group Inc(MO)COM02209S103$2343,6890.0%
Mcdonalds Corp(MCD)COM580135101$2351,4990.0%
Mccormick & Co Inc(MKC/V)COM VTG579780107$2382,3140.0%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$2391,9640.0%
Ishares TR(IUSG)CORE S&P US GWT464287671$2474,9420.1%
Ishares TR(IWP)RUS MD CP GR ETF464287481$2572,3250.1%
Ishares TR(SCZ)EAFE SML CP ETF464288273$2664,2930.1%
Philip Morris Intl Inc(PM)COM718172109$2682,4190.1%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$2694,5440.1%
Powershares QQQ TrustUNIT SER 173935A104$2771,9060.1%
Vanguard World FD(MGV)MEGA CAP VAL ETF921910840$2884,0090.1%
Verizon Communications Inc(VZ)COM92343V104$2905,8690.1%
Ishares TR(GVI)INTRM GOV CR ETF464288612$3012,7000.1%
Travelers Companies Inc(TRV)COM89417E109$3052,4900.1%
Pepsico Inc(PEP)COM713448108$3242,9080.1%
General Electric CoCOM369604103$32613,4930.1%
Coca Cola Co(KO)COM191216100$3397,5250.1%
3M Co(MMM)COM88579Y101$3441,6380.1%
Lilly ELI & Co(LLY)COM532457108$3494,0800.1%
Pimco ETF TR(HYS)0-5 HIGH YIELD72201R783$3543,4770.1%
Microsoft Corp(MSFT)COM594918104$3624,8620.1%
AT&T Inc(T)COM00206R102$3909,9600.1%
Vanguard World FD(MGK)MEGA GRWTH IND921910816$3933,7530.1%
International Business Machs(IBM)COM459200101$4112,8350.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$4182,2810.1%
Spdr Index SHS FDS(RWO)DJ GLB RL ES ETF78463X749$4379,1500.1%
Ishares Inc(EEMV)MIN VOL EMRG MKT464286533$4537,8050.1%
Ishares TR(IJH)CORE S&P MCP ETF464287507$4652,6020.1%
Amazon COM Inc(AMZN)COM023135106$4815000.1%
Spdr SER TR(SHM)NUVEEN BLMBRG SR78468R739$4859,9750.1%
Ishares TR(ITOT)CORE S&P TTL STK464287150$4958,5850.1%
Wisdomtree TR(EZM)US MIDCP EARNING97717W570$52614,1260.1%
Vaneck Vectors ETF TRAMT FREE INT ETF92189F544$58024,1220.1%
Vanguard Charlotte FDS(BNDX)INTL BD IDX ETF92203J407$58210,6660.1%
SSgA Active ETF TR(TOTL)SPDR TR TACTIC78467V848$61912,5690.1%
Public SVC Enterprise Group(PEG)COM744573106$63113,6490.1%
Powershares ETF TR IIS&P500 LOW VOL73937B779$65414,2850.1%
Merck & Co Inc(MRK)COM58933Y105$67210,4940.1%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$72613,4300.1%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$7309,1150.1%
Pfizer Inc(PFE)COM717081103$78121,8770.2%
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