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