New England Professional Planning Group Inc.
Q3 2025 13F Holdings
- Locationwesterly, RI
- Num holdings
46
- Value ($000)
$218,222
- Date Filed10/14/2025
- Form type13F-HR
- CIK0001540867
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $81.01 M | 37 % | 125,125 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $54.39 M | 25 % | 759,048 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $40.77 M | 19 % | 643,768 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $19.77 M | 9 % | 171,220 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $2.35 M | 1 % | 30,425 | ||
AAPL APPLE INC | COM | 037833100 | $1.26 M | 1 % | 4,966 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $1.13 M | 1 % | 10,155 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $1.04 M | 1 % | 7,574 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $1.01 M | 1 % | 10,409 | ||
UNP UNION PAC CORP | COM | 907818108 | $972.90 K | 0 % | 4,116 |
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