New England Professional Planning Group Inc.
Q2 2025 13F Holdings
- Locationwesterly, RI
- Num holdings
46
- Value ($000)
$219,502
- Date Filed07/23/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $77.63M | 35 % | 125,022 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $54.42M | 25 % | 768,955 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $39.63M | 18 % | 639,038 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $18.40M | 8 % | 168,356 | ||
RJF RAYMOND JAMES FINL INC | COM | 754730109 | $6.89M | 3 % | 44,910 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $2.70M | 1 % | 34,872 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $1.09M | 1 % | 10,155 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $1.06M | 1 % | 8,259 | ||
AAPL APPLE INC | COM | 037833100 | $1.04M | 1 % | 5,080 | ||
UNP UNION PAC CORP | COM | 907818108 | $994.18K | 1 % | 4,321 |
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