0001085146-18-002530.txt : 20181107 0001085146-18-002530.hdr.sgml : 20181107 20181107170833 ACCESSION NUMBER: 0001085146-18-002530 CONFORMED SUBMISSION TYPE: 13F-HR CONFIRMING COPY: PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181107 DATE AS OF CHANGE: 20181107 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 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 true true false 0001540867 XXXXXXXX 028-16464 09-30-2018 09-30-2018 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 11-06-2018 0 49 87194
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM 023135106 506 253 SH SOLE 0 0 253 APPLE INC COM 037833100 696 3081 SH SOLE 0 0 3081 AT&T INC COM 00206R102 523 15544 SH SOLE 0 0 15544 BANK AMER CORP COM 060505104 369 12476 SH SOLE 0 0 12476 BAXTER INTL INC COM 071813109 214 2780 SH SOLE 0 0 2780 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 308 1442 SH SOLE 0 0 1442 CHEVRON CORP NEW COM 166764100 212 1732 SH SOLE 0 0 1732 CISCO SYS INC COM 17275R102 253 5223 SH SOLE 0 0 5223 COCA COLA CO COM 191216100 506 10930 SH SOLE 0 0 10930 COLGATE PALMOLIVE CO COM 194162103 218 3269 SH SOLE 0 0 3269 CVS HEALTH CORP COM 126650100 204 2583 SH SOLE 0 0 2583 DISNEY WALT CO COM DISNEY 254687106 289 2477 SH SOLE 0 0 2477 EVERSOURCE ENERGY COM 30040W108 508 8264 SH SOLE 0 0 8264 EXXON MOBIL CORP COM 30231G102 1469 17243 SH SOLE 0 0 17243 GENERAL DYNAMICS CORP COM 369550108 1095 5347 SH SOLE 0 0 5347 GENERAL ELECTRIC CO COM 369604103 299 26468 SH SOLE 0 0 26468 INVESCO EXCH TRD SLF IDX FD BULSHS 2018 HY 46138J205 1928 76677 SH SOLE 0 0 76677 ISHARES TR CORE MSCI TOTAL 46432F834 16796 278504 SH SOLE 0 0 278504 ISHARES TR CORE S&P MCP ETF 464287507 11095 55062 SH SOLE 0 0 55062 ISHARES TR CORE S&P SCP ETF 464287804 5583 64004 SH SOLE 0 0 64004 ISHARES TR CORE S&P500 ETF 464287200 22562 77079 SH SOLE 0 0 77079 ISHARES TR MSCI EAFE ETF 464287465 405 5961 SH SOLE 0 0 5961 ISHARES TR MSCI EMG MKT ETF 464287234 208 4839 SH SOLE 0 0 4839 ISHARES TR MSCI KLD400 SOC 464288570 346 3244 SH SOLE 0 0 3244 ISHARES TR RUS 1000 GRW ETF 464287614 215 1380 SH SOLE 0 0 1380 ISHARES TR RUS 1000 VAL ETF 464287598 209 1653 SH SOLE 0 0 1653 ISHARES TR SH TR CRPORT ETF 464288646 202 3906 SH SOLE 0 0 3906 JOHNSON & JOHNSON COM 478160104 393 2846 SH SOLE 0 0 2846 JPMORGAN CHASE & CO COM 46625H100 366 3252 SH SOLE 0 0 3252 MCDONALDS CORP COM 580135101 219 1304 SH SOLE 0 0 1304 MICROSOFT CORP COM 594918104 338 2950 SH SOLE 0 0 2950 PFIZER INC COM 717081103 9552 216897 SH SOLE 0 0 216897 PROCTER AND GAMBLE CO COM 742718109 238 2878 SH SOLE 0 0 2878 RAYMOND JAMES FINANCIAL INC COM 754730109 1593 17300 SH SOLE 0 0 17300 RYDER SYS INC COM 783549108 575 7881 SH SOLE 0 0 7881 SI FINL GROUP INC MD COM 78425V104 164 11659 SH SOLE 0 0 11659 SIRIUS XM HLDGS INC COM 82968B103 162 25502 SH SOLE 0 0 25502 SOUTHERN CO COM 842587107 218 5002 SH SOLE 0 0 5002 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 373 1015 SH SOLE 0 0 1015 TEXAS INSTRS INC COM 882508104 242 2260 SH SOLE 0 0 2260 UNION PAC CORP COM 907818108 589 3612 SH SOLE 0 0 3612 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1376 25259 SH SOLE 0 0 25259 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 282 2491 SH SOLE 0 0 2491 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 515 1927 SH SOLE 0 0 1927 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1101 14521 SH SOLE 0 0 14521 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 459 5262 SH SOLE 0 0 5262 VERIZON COMMUNICATIONS INC COM 92343V104 473 8845 SH SOLE 0 0 8845 WALMART INC COM 931142103 223 2372 SH SOLE 0 0 2372 WASHINGTON TR BANCORP COM 940610108 525 9502 SH SOLE 0 0 9502