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American Economic Planning Group Inc

Q1 2019 Holdings

Filed 2019-05-15 | 86 holdings | $553.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard World FD(MGK)MEGA GRWTH IND921910816$2071,6640.0%
Ishares TR(SHYG)0-5YR HI YL CP46434V407$2074,4300.0%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$2106,7040.0%
Ishares TR(IMCG)MRGSTR MD CP GRW464288307$2118980.0%
Travelers Companies Inc(TRV)COM89417E109$2131,5520.0%
Ishares TRIBONDS DEC202146435G789$2329,0510.0%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2321,3480.0%
Vanguard Star FD(VXUS)VG TL INTL STK F921909768$2374,5570.0%
Facebook Inc(META)CL A30303M102$2391,4320.0%
Morgan Stanley(MS)COM NEW617446448$2475,8480.0%
First TR Exchange Traded FD(LMBS)FST LOW OPPT EFT33739Q200$2524,9160.0%
3M Co(MMM)COM88579Y101$2541,2220.0%
New Jersey RES(NJR)COM646025106$2565,1330.0%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$2581,6420.0%
AT&T Inc(T)COM00206R102$2788,8720.1%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$2802380.1%
Mcdonalds Corp(MCD)COM580135101$2861,5040.1%
Ishares TR(AGG)CORE US AGGBD ET464287226$2882,6430.1%
JP Morgan Exchange Traded FD(JPST)ULTRA SHRT INC46641Q837$2895,7380.1%
Ishares TRIBONDS SEP19 ETF46429B564$28911,3580.1%
Vanguard Intl Equity Index F(VPL)FTSE PACIFIC ETF922042866$2934,4480.1%
Union Pacific Corp(UNP)COM907818108$2951,7630.1%
Verizon Communications Inc(VZ)COM92343V104$3025,1120.1%
Ishares TR(SCZ)EAFE SML CP ETF464288273$3035,2750.1%
Lilly ELI & Co(LLY)COM532457108$3152,4250.1%
Alphabet Inc(GOOG)CAP STK CL C02079K107$3292800.1%
International Business Machs(IBM)COM459200101$3312,3430.1%
Ishares TRIBONDS SEP202046434V571$33913,2930.1%
Intel Corp(INTC)COM458140100$3416,3520.1%
Pepsico Inc(PEP)COM713448108$3452,8130.1%
Honeywell Intl Inc(HON)COM438516106$3512,2090.1%
Coca Cola Co(KO)COM191216100$3517,4950.1%
Visa Inc(V)COM CL A92826C839$3582,2940.1%
Mccormick & Co Inc(MKC)COM NON VTG579780206$3592,3810.1%
Vanguard Intl Equity Index F(VGK)FTSE EUROPE ETF922042874$3857,1870.1%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$43110,5480.1%
Ishares Inc(EEMV)MIN VOL EMRG MKT464286533$4707,9320.1%
Ishares TR(IVV)CORE S&P500 ETF464287200$4931,7340.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$5072,5220.1%
Vanguard Charlotte FDS(BNDX)INTL BD IDX ETF92203J407$5099,1180.1%
Microsoft Corp(MSFT)COM594918104$5844,9550.1%
Spdr SER TR(SHM)NUVEEN BLMBRG SR78468R739$64713,3380.1%
Direxion SHS ETF TRALL CP INSIDER25459Y769$65417,0210.1%
Merck & Co Inc(MRK)COM58933Y105$7308,7800.1%
Public SVC Enterprise GRP in(PEG)COM744573106$77413,0320.1%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$84912,4800.2%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$87911,0170.2%
Pfizer Inc(PFE)COM717081103$88320,8010.2%
SSgA Active ETF TR(TOTL)SPDR TR TACTIC78467V848$88618,3190.2%
Procter and Gamble Co(PG)COM742718109$9148,7850.2%
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