New England Professional Planning Group Inc.
Q4 2024 13F Holdings
- Locationwesterly, RI
- Num holdings
48
- Value ($000)
$200,765
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $71.74M | 36 % | 121,859 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $43.21M | 22 % | 738,485 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $38.41M | 19 % | 616,386 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $18.40M | 9 % | 159,675 | ||
RJF RAYMOND JAMES FINL INC | COM | 754730109 | $6.93M | 4 % | 44,606 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $2.62M | 1 % | 39,559 | ||
AAPL APPLE INC | COM | 037833100 | $1.27M | 1 % | 5,079 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $1.05M | 1 % | 9,807 | ||
UNP UNION PAC CORP | COM | 907818108 | $995.39K | 1 % | 4,365 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $970.27K | 1 % | 8,259 |
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