0001085146-20-000154.txt : 20200115 0001085146-20-000154.hdr.sgml : 20200115 20200115165304 ACCESSION NUMBER: 0001085146-20-000154 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200115 DATE AS OF CHANGE: 20200115 EFFECTIVENESS DATE: 20200115 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: 20528716 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 false false 0001540867 XXXXXXXX 12-31-2019 12-31-2019 false New England Professional Planning Group Inc.

9 Granite Street Westerly RI 02891

13F HOLDINGS REPORT 028-16464 N Lee-Ann Kozora 401-596-2800 /s/ Lee-Ann Kozora Westerly RI 01-09-2020 0 55 126044 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 241 1140 SH SOLE 0 0 1140 AMARIN CORP PLC SPONS ADR NEW 023111206 202 9415 SH SOLE 0 0 9415 AMAZON COM INC COM 023135106 323 175 SH SOLE 0 0 175 APPLE INC COM 037833100 793 2703 SH SOLE 0 0 2703 AT&T INC COM 00206R102 541 13767 SH SOLE 0 0 13767 BANK AMER CORP COM 060505104 443 12564 SH SOLE 0 0 12564 BAXTER INTL INC COM 071813109 232 2780 SH SOLE 0 0 2780 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 327 1442 SH SOLE 0 0 1442 CHUBB LIMITED COM H1467J104 217 1394 SH SOLE 0 0 1394 CISCO SYS INC COM 17275R102 297 6176 SH SOLE 0 0 6176 COCA COLA CO COM 191216100 523 9450 SH SOLE 0 0 9450 COLGATE PALMOLIVE CO COM 194162103 235 3417 SH SOLE 0 0 3417 CVS HEALTH CORP COM 126650100 222 2995 SH SOLE 0 0 2995 DISNEY WALT CO COM DISNEY 254687106 315 2177 SH SOLE 0 0 2177 EXXON MOBIL CORP COM 30231G102 1129 16174 SH SOLE 0 0 16174 GENERAL DYNAMICS CORP COM 369550108 894 5065 SH SOLE 0 0 5065 GENERAL ELECTRIC CO COM 369604103 244 21958 SH SOLE 0 0 21958 INTEL CORP COM 458140100 327 5444 SH SOLE 0 0 5444 ISHARES TR CORE MSCI TOTAL 46432F834 29103 470353 SH SOLE 0 0 470353 ISHARES TR CORE S&P MCP ETF 464287507 18682 90757 SH SOLE 0 0 90757 ISHARES TR CORE S&P SCP ETF 464287804 9596 114506 SH SOLE 0 0 114506 ISHARES TR CORE S&P500 ETF 464287200 35341 109343 SH SOLE 0 0 109343 ISHARES TR ESG MSCI EAFE 46435G516 203 2955 SH SOLE 0 0 2955 ISHARES TR MSCI EAFE ETF 464287465 445 6402 SH SOLE 0 0 6402 ISHARES TR MSCI EMG MKT ETF 464287234 217 4839 SH SOLE 0 0 4839 ISHARES TR MSCI KLD400 SOC 464288570 389 3244 SH SOLE 0 0 3244 ISHARES TR RUS 1000 GRW ETF 464287614 243 1380 SH SOLE 0 0 1380 ISHARES TR RUS 1000 VAL ETF 464287598 226 1653 SH SOLE 0 0 1653 JOHNSON & JOHNSON COM 478160104 718 4914 SH SOLE 0 0 4914 JPMORGAN CHASE & CO COM 46625H100 432 3097 SH SOLE 0 0 3097 MCDONALDS CORP COM 580135101 201 1018 SH SOLE 0 0 1018 MERCK & CO INC COM 58933Y105 591 6489 SH SOLE 0 0 6489 MICROSOFT CORP COM 594918104 756 4792 SH SOLE 0 0 4792 PEPSICO INC COM 713448108 1123 8201 SH SOLE 0 0 8201 PFIZER INC COM 717081103 9160 233789 SH SOLE 0 0 233789 PROCTER & GAMBLE CO COM 742718109 317 2553 SH SOLE 0 0 2553 RAYMOND JAMES FINANCIAL INC COM 754730109 1951 21800 PRN SOLE 0 0 21800 RYDER SYS INC COM 783549108 428 7881 SH SOLE 0 0 7881 SIRIUS XM HLDGS INC COM 82968B103 136 19031 SH SOLE 0 0 19031 SOUTHERN CO COM 842587107 233 3659 SH SOLE 0 0 3659 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 381 1015 SH SOLE 0 0 1015 TEXAS INSTRS INC COM 882508104 236 1842 SH SOLE 0 0 1842 UNION PACIFIC CORP COM 907818108 598 3306 SH SOLE 0 0 3306 V F CORP COM 918204108 309 3104 SH SOLE 0 0 3104 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1371 24239 SH SOLE 0 0 24239 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 297 2491 SH SOLE 0 0 2491 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 605 2044 SH SOLE 0 0 2044 VANGUARD INDEX FDS TOTAL STK MKT 922908769 364 2226 SH SOLE 0 0 2226 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1183 14607 SH SOLE 0 0 14607 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 526 5617 SH SOLE 0 0 5617 VERIZON COMMUNICATIONS INC COM 92343V104 492 7962 SH SOLE 0 0 7962 WALMART INC COM 931142103 275 2306 SH SOLE 0 0 2306 WASHINGTON TR BANCORP COM 940610108 638 11855 SH SOLE 0 0 11855 YUM BRANDS INC COM 988498101 524 5196 SH SOLE 0 0 5196 YUM CHINA HLDGS INC COM 98850P109 249 5196 SH SOLE 0 0 5196