0001085146-20-001434.txt : 20200512
0001085146-20-001434.hdr.sgml : 20200512
20200512163104
ACCESSION NUMBER: 0001085146-20-001434
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200512
DATE AS OF CHANGE: 20200512
EFFECTIVENESS DATE: 20200512
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: 20869508
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
03-31-2020
03-31-2020
false
New England Professional Planning Group Inc.
9 GRANITE STREET
WESTERLY
RI
02891
13F HOLDINGS REPORT
028-16464
N
Lee-Ann Kozora
Office Manager
401-596-2800
/s/ Lee-Ann Kozora
Westerly
RI
05-06-2020
0
41
107854
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
APPLE INC
COM
037833100
796
2710
SH
SOLE
0
0
2710
AT&T INC
COM
00206R102
394
13339
SH
SOLE
0
0
13339
BAXTER INTL INC
COM
071813109
242
2780
SH
SOLE
0
0
2780
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
250
1409
SH
SOLE
0
0
1409
BK OF AMERICA CORP
COM
060505104
288
12564
SH
SOLE
0
0
12564
CISCO SYS INC
COM
17275R102
266
6463
SH
SOLE
0
0
6463
COCA COLA CO
COM
191216100
427
9450
SH
SOLE
0
0
9450
EXXON MOBIL CORP
COM
30231G102
722
16044
SH
SOLE
0
0
16044
GENERAL DYNAMICS CORP
COM
369550108
448
3593
SH
SOLE
0
0
3593
GENERAL ELECTRIC CO
COM
369604103
142
22736
SH
SOLE
0
0
22736
INTEL CORP
COM
458140100
331
5688
SH
SOLE
0
0
5688
ISHARES TR
CORE S&P500 ETF
464287200
34117
119846
SH
SOLE
0
0
119846
ISHARES TR
RUS MID CAP ETF
464287499
297
6188
SH
SOLE
0
0
6188
ISHARES TR
CORE S&P MCP ETF
464287507
16533
104046
SH
SOLE
0
0
104046
ISHARES TR
CORE S&P SCP ETF
464287804
7907
130613
SH
SOLE
0
0
130613
ISHARES TR
MSCI ACWI EX US
464288240
334
8546
SH
SOLE
0
0
8546
ISHARES TR
MSCI KLD400 SOC
464288570
350
3244
SH
SOLE
0
0
3244
ISHARES TR
USA QUALITY FCTR
46432F339
313
3503
SH
SOLE
0
0
3503
ISHARES TR
CORE MSCI TOTAL
46432F834
26482
538038
SH
SOLE
0
0
538038
JOHNSON & JOHNSON
COM
478160104
694
4679
SH
SOLE
0
0
4679
JPMORGAN CHASE & CO
COM
46625H100
301
3282
SH
SOLE
0
0
3282
MERCK & CO. INC
COM
58933Y105
531
6913
SH
SOLE
0
0
6913
MICROSOFT CORP
COM
594918104
915
5124
SH
SOLE
0
0
5124
PEPSICO INC
COM
713448108
1061
8097
SH
SOLE
0
0
8097
PFIZER INC
COM
717081103
5586
148461
SH
SOLE
0
0
148461
PROCTER & GAMBLE CO
COM
742718109
295
2554
SH
SOLE
0
0
2554
RAYMOND JAMES FINANCIAL INC
COM
754730109
1313
21000
SH
SOLE
0
0
21000
RYDER SYS INC
COM
783549108
247
7520
SH
SOLE
0
0
7520
SIRIUS XM HLDGS INC
COM
82968B103
109
19031
SH
SOLE
0
0
19031
UNION PAC CORP
COM
907818108
485
3132
SH
SOLE
0
0
3132
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
1472
25709
SH
SOLE
0
0
25709
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
509
1952
SH
SOLE
0
0
1952
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
221
2491
SH
SOLE
0
0
2491
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
320
2250
SH
SOLE
0
0
2250
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
989
14607
SH
SOLE
0
0
14607
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
432
5692
SH
SOLE
0
0
5692
VERIZON COMMUNICATIONS INC
COM
92343V104
406
7210
SH
SOLE
0
0
7210
WALMART INC
COM
931142103
296
2389
SH
SOLE
0
0
2389
WASHINGTON TR BANCORP
COM
940610108
389
11587
SH
SOLE
0
0
11587
YUM BRANDS INC
COM
988498101
408
4915
SH
SOLE
0
0
4915
YUM CHINA HLDGS INC
COM
98850P109
236
5196
SH
SOLE
0
0
5196