AMERICAN ECONOMIC PLANNING GROUP INC /ADV has disclosed 73 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2019-09-30. The current portfolio value is calculated to be $317.00 Mil. The turnover rate is 11%.
In AMERICAN ECONOMIC PLANNING GROUP INC /ADV's current portfolio as of 2019-09-30, the top 5 holdings are
Vanguard Total Stock Market ETF (VTI), Schwab US Dividend Equity ETF (SCHD), Schwab Intermediate-Term U.S. Treasury ETF (SCHR), Invesco S&P 500 Low Volatility ETF (SPLV), Schwab Short-Term U.S. Treasury ETF (SCHO), not including call and put options.
AMERICAN ECONOMIC PLANNING GROUP INC /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for AMERICAN ECONOMIC PLANNING GROUP INC /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for AMERICAN ECONOMIC PLANNING GROUP INC /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for AMERICAN ECONOMIC PLANNING GROUP INC /ADV.
