AE
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AMERICAN ECONOMIC PLANNING GROUP INC /ADV13F | |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | |
| Last update 2019-10-09 | 73 Stocks (4 new) |
| Value $317.00 Mil | Turnover 11 % |
| Portfolio Report | |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 719,460 | 108782.000 | -1.04% | 34.320 | -0.39% | 0.060 | +1.52% | -0.87% | 428154.700 | ||
SCHD | Schwab US Dividend Equity ETF | 753,240 | 40999.000 | -1.75% | 12.930 | -0.25% | 0.170 | -3.36% | -1.13% | 65031.977 | ||
SCHR | Schwab Intermediate-Term U.S. Treasury ETF | 636,230 | 35292.000 | +1.10% | 11.130 | +0.12% | 0.730 | -2.55% | -0.91% | 9962.573 | ||
JPST | JPMorgan Ultra-Short Income ETF | 554,419 | 27998.000 | +9,562.23% | 8.830 | +8.74% | 0.150 | +1.06% | +0.10% | 28078.898 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 378,175 | 21919.000 | -2.77% | 6.910 | -0.21% | 0.250 | -3.84% | -2.40% | 7074.536 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 366,870 | 18549.000 | -0.36% | 5.850 | -0.02% | 0.230 | -0.11% | +0.17% | 11223.370 | ||
AOM | iShares Core Moderate Allocation ETF | 213,988 | 8403.000 | +81.78% | 2.650 | +1.19% | 0.530 | -2.20% | -1.15% | 1509.392 | ||
BND | Vanguard Total Bond Market ETF | 42,949 | 3620.000 | +11.33% | 1.140 | +0.12% | 0.000 | -2.87% | -0.93% | 116973.570 | ||
VIG | Vanguard Dividend Appreciation FTF | 27,111 | 3240.000 | +5.17% | 1.020 | +0.05% | 0.010 | -2.25% | -1.53% | 83388.599 | ||
ITM | VanEck Intermediate Muni ETF | 61,727 | 3105.000 | +13.20% | 0.980 | +0.11% | 0.170 | -1.23% | -0.56% | 1975.814 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV's Historical Top Holdings Breakdowns
AMERICAN ECONOMIC PLANNING GROUP INC /ADV Total Holding History ($B)
AMERICAN ECONOMIC PLANNING GROUP INC /ADV's Asset Allocation
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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