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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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17
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10
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AMERICAN ECONOMIC PLANNING GROUP INC ADV

Time Period2018-09-30

Total Holdings72

Total Value ($x1000)281,863
Activities
New4

Increased28

Unchanged3

Decreased37

Sold Out7

Top 10 Stock Holdingstotal 85.05%
VTI47.19

ISTB10.2

QUAL8.32

VGK5.57

VPL5.3

 
BND2.81

QEFA2.05

AOM1.55

JNJ1.14

MTUM0.92

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
47.19%
TOTAL STK MKT
ISTB
10.2%
CORE STRM USBD
QUAL
8.32%
MSCI USA QLT FAC
VGK
5.57%
FTSE EUROPE ETF
VPL
5.3%
MEGA CAP GRO ETF
BND
2.81%
TOTAL BND MRKT
QEFA
2.05%
EAFE QUAL MIX
AOM
1.55%
MODERT ALLOC ETF
JNJ
1.14%
COM
MTUM
0.92%
MSCI USAMOMFCT
VIG
0.74%
DIV APP ETF
GSLC
0.63%
EQUITY ETF
IVV
0.63%
CORE S&P500 ETF
AAPL
0.61%
COM
XOM
0.58%
COM
IJR
0.54%
CORE S&P SCP ETF
VXF
0.53%
EXTEND MKT ETF
EFA
0.52%
MSCI EAFE ETF
JPM
0.51%
COM
FNDA
0.5%
SCHWAB FDT US SC
EFAV
0.47%
EAFE MIN VOL ETF
AMZN
0.47%
COM
HDV
0.46%
HIGH DIVIDND ETF
JPEM
0.43%
DIV RTN EM EQT
SPY
0.38%
TR UNIT
VLUE
0.34%
MSCI USAVALFCT
PG
0.33%
COM
PFE
0.32%
COM
EZM
0.32%
MDCP EARN FUND
VCSH
0.31%
SHRT TRM CORP BD
TOTL
0.28%
SPDR TR TACTIC
PEG
0.24%
COM
IEMG
0.23%
CORE MSCI EMKT
MSFT
0.23%
COM
MRK
0.22%
COM
KNOW
0.19%
ALL CP INSIDER
BNDX
0.18%
INTL BD IDX ETF
BRK.B
0.18%
CL B NEW
GVI
0.17%
INTRM GOV/CR ETF
EEMV
0.17%
EM MK MINVOL ETF
ITOT
0.16%
CORE S&P TTL STK
V
0.14%
COM CL A
IBM
0.13%
COM
KO
0.12%
COM
T
0.12%
COM
INTC
0.12%
COM
VWO
0.12%
FTSE EMR MKT ETF
PEP
0.11%
COM
HON
0.11%
COM
MKC/V
0.11%
COM VTG
XLK
0.11%
TECHNOLOGY
UNP
0.11%
COM
VXUS
0.11%
VG TL INTL STK F
GOOGL
0.1%
CAP STK CL A
JKH
0.1%
MRGSTR MD CP GRW
LLY
0.1%
COM
MS
0.1%
COM NEW
ABBV
0.1%
COM
VNLA
0.1%
SHORT DUR ETF
IBMI
0.09%
IBONDS SEP2020
VZ
0.09%
COM
MCD
0.09%
COM
GOOG
0.09%
CAP STK CL C
IJH
0.09%
CORE S&P MCP ETF
MMM
0.08%
COM
NJR
0.08%
COM
KRE
0.08%
S&P REGL BKG
GLD
0.08%
GOLD SHS
MUAH
0.08%
19 AMT-FREE MN
MGK
0.08%
MEGA GRWTH IND
SCZ
0.07%
EAFE SML CP ETF
NVDA
0.07%
COM
SPLV
0.25%
S&P500 LOW VOL
ITM
0.24%
AMT FREE INT ETF
SHM
0.19%
NUVN BR SHT MUNI
MUAG
0.12%
18 AMT-FREE ETF
FB
0.08%
CL A
QQQ
0.08%
UNIT SER 1
TRV
0.08%
COM