0001085146-18-001941.txt : 20180810 0001085146-18-001941.hdr.sgml : 20180810 20180810095446 ACCESSION NUMBER: 0001085146-18-001941 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180810 DATE AS OF CHANGE: 20180810 EFFECTIVENESS DATE: 20180810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: New England Professional Planning Group Inc. CENTRAL INDEX KEY: 0001540867 IRS NUMBER: 050451292 STATE OF INCORPORATION: RI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16464 FILM NUMBER: 181007342 BUSINESS ADDRESS: STREET 1: 9 GRANITE STREET CITY: WESTERLY STATE: RI ZIP: 02891 BUSINESS PHONE: 401-596-2800 MAIL ADDRESS: STREET 1: 9 GRANITE STREET CITY: WESTERLY STATE: RI ZIP: 02891 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001540867 XXXXXXXX 06-30-2018 06-30-2018 false New England Professional Planning Group Inc.
9 GRANITE STREET WESTERLY RI 02891
13F HOLDINGS REPORT 028-16464 N
Lee-Ann Kozora Assistant to Malcolm A. Makin 401-596-2800 /s/ Lee-Ann Kozora Westerly RI 08-09-2018 0 40 77870
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 205 1255 SH SOLE 0 0 1255 AMAZON COM INC COM 023135106 388 228 SH SOLE 0 0 228 APPLE INC COM 037833100 415 2241 SH SOLE 0 0 2241 AT&T INC COM 00206R102 496 15395 SH SOLE 0 0 15395 BANK AMER CORP COM 060505104 379 13433 SH SOLE 0 0 13433 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 269 1442 SH SOLE 0 0 1442 CISCO SYS INC COM 17275R102 207 4805 SH SOLE 0 0 4805 COCA COLA CO COM 191216100 479 10930 SH SOLE 0 0 10930 DISNEY WALT CO COM DISNEY 254687106 258 2477 SH SOLE 0 0 2477 EVERSOURCE ENERGY COM 30040W108 484 8264 SH SOLE 0 0 8264 EXXON MOBIL CORP COM 30231G102 1388 16805 SH SOLE 0 0 16805 GENERAL DYNAMICS CORP COM 369550108 981 5258 SH SOLE 0 0 5258 GENERAL ELECTRIC CO COM 369604103 355 26066 SH SOLE 0 0 26066 INVESCO EXCH TRD SLF IDX FD BULSHS 2018 HY 46138J205 2561 101920 SH SOLE 0 0 101920 ISHARES TR CORE S&P500 ETF 464287200 20034 73383 SH SOLE 0 0 73383 ISHARES TR MSCI EMG MKT ETF 464287234 210 4839 SH SOLE 0 0 4839 ISHARES TR MSCI EAFE ETF 464287465 399 5961 SH SOLE 0 0 5961 ISHARES TR CORE S&P MCP ETF 464287507 10125 51944 SH SOLE 0 0 51944 ISHARES TR RUS 1000 VAL ETF 464287598 201 1653 SH SOLE 0 0 1653 ISHARES TR CORE S&P SCP ETF 464287804 5101 61099 SH SOLE 0 0 61099 ISHARES TR 1 3 YR CR BD ETF 464288646 204 1971 SH SOLE 0 0 1971 ISHARES TR CORE MSCI TOTAL 46432F834 15562 258826 SH SOLE 0 0 258826 JOHNSON & JOHNSON COM 478160104 305 2515 SH SOLE 0 0 2515 JPMORGAN CHASE & CO COM 46625H100 266 2550 SH SOLE 0 0 2550 PFIZER INC COM 717081103 8156 224595 SH SOLE 0 0 224595 PROCTER AND GAMBLE CO COM 742718109 221 2825 SH SOLE 0 0 2825 RAYMOND JAMES FINANCIAL INC COM 754730109 1545 17300 SH SOLE 0 0 17300 RYDER SYS INC COM 783549108 566 7881 SH SOLE 0 0 7881 SIRIUS XM HLDGS INC COM 82968B103 171 25227 SH SOLE 0 0 25227 SOUTHERN CO COM 842587107 233 5002 SH SOLE 0 0 5002 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 360 1015 SH SOLE 0 0 1015 TEXAS INSTRS INC COM 882508104 249 2260 SH SOLE 0 0 2260 UNION PAC CORP COM 907818108 484 3410 SH SOLE 0 0 3410 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1421 25996 SH SOLE 0 0 25996 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 481 1927 SH SOLE 0 0 1927 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 275 2491 SH SOLE 0 0 2491 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1066 14521 SH SOLE 0 0 14521 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 441 5316 SH SOLE 0 0 5316 VERIZON COMMUNICATIONS INC COM 92343V104 379 7532 SH SOLE 0 0 7532 WASHINGTON TR BANCORP COM 940610108 550 9474 SH SOLE 0 0 9474