13F-HR filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
AMERICAN ECONOMIC PLANNING GROUP INC /ADV filed this 13F-HR for the quarter ended 2016-12-31, filed 2017-01-27, with 60 holding rows worth $233,638,000.
- Accession
- 0001085146-17-000197
- Filer
- CIK 831457
- Filed
- 2017-01-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2016
A holdings report, 60 entries on the cover page, a total value of $233,638,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $233,638,000 with VALUE read as thousands by filing date, 13F file number 028-15084. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 1,032,712 | $119,092,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 521,827 | $42,158,000 | thousands by filing date | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 183,763 | $10,680,000 | thousands by filing date | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 214,865 | $10,300,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 285,706 | $10,222,000 | thousands by filing date | |
| VANGUARD STAR FDS | 921909768 | COM | 69,151 | $3,172,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 65,945 | $2,982,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 23,629 | $2,722,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 11,142 | $2,506,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 22,390 | $2,020,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 23,059 | $1,896,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 30,435 | $1,756,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 11,119 | $1,287,000 | thousands by filing date | |
| Vanguard Extended Market ETF | 922908652 | SHS | 13,364 | $1,281,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 23,652 | $1,213,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 13,296 | $1,147,000 | thousands by filing date | |
| CLAYMORE EXCHANGE TRD FD TR | 18383M530 | GUG BULL2018 E | 50,884 | $1,077,000 | thousands by filing date | |
| CLAYMORE EXCHANGE TRD FD TR | 18383M548 | GUGG CRP BD 2017 | 47,157 | $1,066,000 | thousands by filing date | |
| CLAYMORE EXCHANGE TRD FD TR | 18383M522 | GUG BULL2019 E | 47,471 | $1,003,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 15,206 | $930,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 10,794 | $907,000 | thousands by filing date | |
| CLAYMORE EXCHANGE TRD FD TR | 18383M514 | GUG BULL2020 E | 41,774 | $885,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 21,964 | $713,000 | thousands by filing date | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 13,771 | $651,000 | thousands by filing date | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 11,976 | $596,000 | thousands by filing date | |
| POWERSHARES ETF TR II S&P500 L | 73937B779 | COM | 14,285 | $593,000 | thousands by filing date | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 13,409 | $588,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 9,009 | $530,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 13,547 | $494,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 2,929 | $486,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 13,654 | $431,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 9,937 | $422,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,271 | $370,000 | thousands by filing date | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 4,241 | $369,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 490 | $367,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 4,423 | $365,000 | thousands by filing date | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 7,306 | $357,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R783 | 0-5 HIGH YIELD | 3,477 | $342,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 6,159 | $328,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 5,194 | $322,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 7,603 | $315,000 | thousands by filing date | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 2,514 | $307,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 4,112 | $302,000 | thousands by filing date | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 4,502 | $302,000 | thousands by filing date | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 6,002 | $299,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 5,526 | $288,000 | thousands by filing date | |
| ADVISORSHARES TR | 00768Y503 | PERITUS HG YLD | 8,154 | $283,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 2,546 | $265,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 2,519 | $263,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 4,847 | $234,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 2,751 | $228,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 2,325 | $224,000 | thousands by filing date | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 2,105 | $222,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,992 | $218,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F387 | SHRT HGH YLD MUN | 9,122 | $217,000 | thousands by filing date | |
| McCormick & Company Inc | 579780107 | COM | 2,280 | $212,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 267 | $211,000 | thousands by filing date | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 4,942 | $209,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 2,281 | $208,000 | thousands by filing date | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 1,266 | $205,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-17-000197 | this filing | 2017-01-27 | acceptance time not in the bulk data set |