Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 10-09-2019 09-30-2019 89 366,740,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS TOTAL STK MKT 1 $108,782,000 719,460 29.66 32.91 -7,534 -1.04 09-30-2019
SCHWAB STRATEGIC TR US DIVIDEND EQ 2 $40,999,000 753,240 11.18 12.27 -13,444 -1.75 09-30-2019
SCHWAB STRATEGIC TR INTRM TRM TRES 3 $35,292,000 636,230 9.62 10.43 6,908 1.10 09-30-2019
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 4 $27,998,000 554,419 7.63 0.09 548,681 9562.23 09-30-2019
logo   

Please login to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.4