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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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17
0
1
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10
1
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AMERICAN ECONOMIC PLANNING GROUP INC ADV

Time Period2018-12-31

Total Holdings78

Total Value ($x1000)309,150
Activities
New15

Increased21

Unchanged12

Decreased30

Sold Out9

Top 10 Stock Holdingstotal 81.29%
VTI36.11

ISTB11.27

BND8.79

QUAL4.69

SCHB4.6

 
VPL3.66

VGK3.5

3.3

ITOT2.92

SCHF2.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
36.11%
TOTAL STK MKT
ISTB
11.27%
CORE STRM USBD
BND
8.79%
TOTAL BND MRKT
QUAL
4.69%
MSCI USA QLT FAC
SCHB
4.6%
US BRD MKT ETF
VPL
3.66%
MEGA CAP GRO ETF
VGK
3.5%
FTSE EUROPE ETF
VANECK V...
3.3%
AMT FREE INT ETF
ITOT
2.92%
CORE S&P TTL STK
SCHF
2.45%
INTL EQTY ETF
QEFA
1.55%
EAFE QUAL MIX
AOM
1.07%
MODERT ALLOC ETF
JNJ
0.97%
COM
VEA
0.81%
FTSE DEV MKT ETF
SHM
0.73%
NUVN BR SHT MUNI
MTUM
0.66%
MSCI USAMOMFCT
VIG
0.61%
DIV APP ETF
GSLC
0.49%
EQUITY ETF
VXF
0.41%
EXTEND MKT ETF
XOM
0.41%
COM
IVV
0.4%
CORE S&P500 ETF
EFAV
0.39%
EAFE MIN VOL ETF
HDV
0.39%
HIGH DIVIDND ETF
JPM
0.39%
COM
AAPL
0.39%
COM
JPEM
0.38%
DIV RTN EM EQT
FNDA
0.38%
SCHWAB FDT US SC
EFA
0.37%
MSCI EAFE ETF
IJR
0.37%
CORE S&P SCP ETF
BSCJ
0.37%
BULSHS 2019 CB
BSCK
0.36%
BULSHS 2020 CB
AMZN
0.35%
COM
PG
0.33%
COM
SPY
0.29%
TR UNIT
PFE
0.29%
COM
VLUE
0.26%
MSCI USAVALFCT
TOTL
0.25%
SPDR TR TACTIC
VCSH
0.25%
SHRT TRM CORP BD
BSCL
0.25%
BULSHS 2021 CB
EZM
0.24%
MDCP EARN FUND
BSCM
0.23%
BULSHS 2022 CB
PEG
0.22%
COM
SPLV
0.22%
S&P500 LOW VOL
MRK
0.22%
COM
IEMG
0.19%
CORE MSCI EMKT
MSFT
0.18%
COM
BNDX
0.16%
INTL BD IDX ETF
GVI
0.16%
INTRM GOV/CR ETF
BRK.B
0.15%
CL B NEW
EEMV
0.14%
EM MK MINVOL ETF
KNOW
0.12%
ALL CP INSIDER
V
0.12%
COM CL A
KO
0.11%
COM
MKC
0.11%
COM NON VTG
PEP
0.1%
COM
INTC
0.1%
COM
LLY
0.1%
COM
SCZ
0.09%
EAFE SML CP ETF
VZ
0.09%
COM
AGG
0.09%
CORE TOTUSBD ETF
T
0.09%
COM
IBM
0.09%
COM
MCD
0.09%
COM
HON
0.08%
COM
VXUS
0.08%
VG TL INTL STK F
GOOGL
0.08%
CAP STK CL A
ABBV
0.08%
COM
UNP
0.08%
COM
MS
0.08%
COM NEW
GLD
0.08%
GOLD SHS
NJR
0.08%
COM
VNLA
0.07%
SHORT DUR ETF
IJJ
0.07%
S&P MC 400VL ETF
GOOG
0.07%
CAP STK CL C
MMM
0.07%
COM
SCHE
0.07%
EMRG MKTEQ ETF
IBMI
0.07%
IBONDS SEP2020
IVW
0.07%
S&P 500 GRWT ETF
VWO
0.12%
FTSE EMR MKT ETF
MKC/V
0.11%
COM VTG
XLK
0.11%
TECHNOLOGY
JKH
0.1%
MRGSTR MD CP GRW
IJH
0.09%
CORE S&P MCP ETF
KRE
0.08%
S&P REGL BKG
MUAH
0.08%
19 AMT-FREE MN
MGK
0.08%
MEGA GRWTH IND
NVDA
0.07%
COM