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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Value
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18
1
1
0
0
0
11
0
0
AMERICAN ECONOMIC PLANNING GROUP INC ADV

Time Period2018-03-31

Total Holdings81

Total Value ($x1000)273,536
Activities
New7

Increased41

Unchanged7

Decreased26

Sold Out7

Top 10 Stock Holdingstotal 81.98%
VTI45.06

ISTB10.26

VGK6.59

VPL6.23

VWO4.48

 
BND3.27

QEFA1.95

QUAL1.94

JNJ1.14

AOM1.06

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
45.06%
TOTAL STK MKT
ISTB
10.26%
CORE STRM USBD
VGK
6.59%
FTSE EUROPE ETF
VPL
6.23%
MEGA CAP GRO ETF
VWO
4.48%
FTSE EMR MKT ETF
BND
3.27%
TOTAL BND MRKT
QEFA
1.95%
EAFE QUAL MIX
QUAL
1.94%
MSCI USA QLT FAC
JNJ
1.14%
COM
AOM
1.06%
MODERT ALLOC ETF
HDV
0.74%
HIGH DIVIDND ETF
EFA
0.67%
MSCI EAFE ETF
VIG
0.61%
DIV APP ETF
VXF
0.57%
EXTEND MKT ETF
MTUM
0.57%
MSCI USAMOMFCT
XOM
0.54%
COM
JPM
0.52%
COM
GSLC
0.52%
EQUITY ETF
AAPL
0.51%
COM
IVV
0.51%
CORE S&P500 ETF
JPEM
0.47%
DIV RTN EM EQT
FNDA
0.46%
SCHWAB FDT US SC
EFAV
0.46%
EAFE MIN VOL ETF
BSCI
0.43%
GUG BULL2018 E
BSCJ
0.42%
GUG BULL2019 E
SPY
0.41%
TR UNIT
BSCK
0.41%
GUG BULL2020 E
BSCL
0.4%
GUGG BULSH 2021
BSCM
0.4%
GUGG BULSH 2022
IJR
0.39%
CORE S&P SCP ETF
AMZN
0.38%
COM
PG
0.35%
COM
IEMG
0.33%
CORE MSCI EMKT
VCSH
0.31%
SHRT TRM CORP BD
PFE
0.28%
COM
TOTL
0.27%
SPDR TR TACTIC
EZM
0.26%
MDCP EARN FUND
PEG
0.25%
COM
SPLV
0.24%
S&P500 LOW VOL
ITM
0.24%
AMT FREE INT ETF
BNDX
0.2%
INTL BD IDX ETF
MSFT
0.19%
COM
KNOW
0.18%
ALL CP INSIDER
EEMV
0.18%
EM MK MINVOL ETF
GVI
0.18%
INTRM GOV/CR ETF
SHM
0.18%
NUVN BR SHT MUNI
BRK.B
0.17%
CL B NEW
IJH
0.17%
CORE S&P MCP ETF
IBM
0.16%
COM
ITOT
0.15%
CORE S&P TTL STK
VXUS
0.15%
VG TL INTL STK F
VNLA
0.14%
SHORT DUR ETF
MRK
0.14%
COM
MMM
0.13%
COM
TRV
0.13%
COM
PEP
0.13%
COM
HYS
0.13%
0-5 HIGH YIELD
V
0.13%
COM CL A
T
0.12%
COM
KO
0.12%
COM
INTC
0.12%
COM
MS
0.12%
COM NEW
LLY
0.12%
COM
IPG
0.11%
COM
QQQ
0.11%
UNIT SER 1
XLK
0.11%
TECHNOLOGY
IWP
0.1%
RUS MD CP GR ETF
IWZ
0.1%
RUS 3000 GRW ETF
HON
0.1%
COM
VZ
0.1%
COM
UNP
0.09%
COM
MKC/V
0.09%
COM VTG
GOOGL
0.09%
CAP STK CL A
GOOG
0.09%
CAP STK CL C
ABBV
0.09%
COM
SCZ
0.09%
EAFE SML CP ETF
GLD
0.09%
GOLD SHS
MCD
0.09%
COM
IGHG
0.08%
INVT INT RT HG
PM
0.08%
COM
NJR
0.08%
COM
MUB
0.46%
NAT AMT FREE BD
RWO
0.17%
DJ GLB RL ES ETF
MGK
0.14%
MEGA GRWTH IND
MGV
0.1%
MEGA CAP VAL ETF
SHYG
0.08%
0-5YR HI YL CP
VSS
0.08%
FTSE SMCAP ETF
FB
0.08%
CL A