account_balance
Investment manager · 13F filer · SEC CIK 1540867
New England Professional Planning Group Inc.
Follow New England Professional Planning Group
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$263Mas of Sep 30, 2026
Positions49 1 new, 2 sold out
Top 10 weight93.1%IVV alone is 37%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
36.9%
JIREJ P Morgan Exchange Traded F
23.2%Trimmed −3%
IJHiShares Tr
18.2%
IJRiShares Tr
9.1%
RJFRaymond James Financial Inc
2.8%
IXUS
PFE0.6%AAPLXOMVT
UNPIVViShares Tr
36.9%
JIREJ P Morgan Exchange Traded F
23.2%Trimmed −3%
IJHiShares Tr
18.2%
IJRiShares Tr
9.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 36.9% Held
JIRE J P Morgan Exchange Traded F 23.2% Trimmed −3%
IJH iShares Tr 18.2% Held
IJR iShares Tr 9.1% Held
RJF Raymond James Financial Inc 2.8% HeldIXUS iShares Tr 0.8% Held
PFE Pfizer Inc 0.6% Added +206%AAPL Apple Inc. 0.6% HeldXOM ExxonMobil Holdings Corp 0.5% HeldVT Vanguard Intl Equity Index F 0.5% Held
UNP Union Pacific Corp 0.4% HeldVTI Vanguard Index FDS 0.4% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.