AE

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

13F
AMERICAN ECONOMIC PLANNING GROUP INC /ADV
Last update 2019-10-09 73 Stocks (4 new)
Value $317.00 Mil Turnover 11 %
Countries:
Top Holdings: VTI(34.32%)SCHD(12.93%)SCHR(11.13%)SPLV(6.91%)SCHO(5.85%)
Summary Stock Picks Current Portfolio
AMERICAN ECONOMIC PLANNING GRO... Top Holdings of 2019-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
719,460
108,782.0
-1.04%
34.320
-0.39%
0.060
+19.82%
+7.35%
476,615.2
 
SCHD
Schwab US Dividend Equity ETF
753,240
40,999.0
-1.75%
12.930
-0.25%
0.170
+7.34%
+0.77%
70,469.5
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
636,230
35,292.0
+1.10%
11.130
+0.12%
0.730
+0.85%
+4.06%
10,853.1
 
JPST
JPMorgan Ultra-Short Income ETF
554,419
27,998.0
+9,562.23%
8.830
+8.74%
0.150
+1.35%
+2.74%
32,077.9
 
SPLV
Invesco S&P 500 Low Volatility ETF
378,175
21,919.0
-2.77%
6.910
-0.21%
0.250
+1.44%
+4.96%
7,651.3
 
SCHO
Schwab Short-Term U.S. Treasury ETF
366,870
18,549.0
-0.36%
5.850
-0.02%
0.230
+0.74%
+3.08%
10,930.5
 
AOM
iShares Core Moderate Allocation ETF
iShares Core Moderate Allocation ETF
213,988
8,403.0
+81.78%
2.650
+1.19%
0.530
+7.43%
+6.64%
1,533.0
 
BND
Vanguard Total Bond Market ETF
42,949
3,620.0
+11.33%
1.140
+0.12%
0.000
+1.26%
+3.27%
127,496.0
 
VIG
Vanguard Dividend Appreciation FTF
27,111
3,240.0
+5.17%
1.020
+0.05%
0.010
+12.58%
+6.21%
89,349.2
 
ITM
VanEck Intermediate Muni ETF
61,727
3,105.0
+13.20%
0.980
+0.11%
0.170
+1.45%
-0.51%
1,855.6
 

AMERICAN ECONOMIC PLANNING GROUP INC /ADV's Historical Top Holdings Breakdowns

AMERICAN ECONOMIC PLANNING GROUP INC /ADV Total Holding History ($B)

To

AMERICAN ECONOMIC PLANNING GROUP INC /ADV's Asset Allocation

To

AMERICAN ECONOMIC PLANNING GROUP INC /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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AMERICAN ECONOMIC PLANNING GROUP INC /ADV's Hypothetical Growth since 2019-09-30

AMERICAN ECONOMIC PLANNING GROUP INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

AMERICAN ECONOMIC PLANNING GROUP INC /ADV's Holdings Heat Map

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AMERICAN ECONOMIC PLANNING GROUP INC /ADV's Holdings Bubble Chart

AMERICAN ECONOMIC PLANNING GROUP INC /ADV News

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