Chief Compliance Officer

0001019687-14-000395.txt : 20140205 0001019687-14-000395.hdr.sgml : 20140205 20140205170049 ACCESSION NUMBER: 0001019687-14-000395 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140205 DATE AS OF CHANGE: 20140205 EFFECTIVENESS DATE: 20140205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gary Goldberg Planning Services Inc CENTRAL INDEX KEY: 0001569517 IRS NUMBER: 132874090 STATE OF INCORPORATION: DE FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15251 FILM NUMBER: 14576816 BUSINESS ADDRESS: STREET 1: 75 MONTEBELLO ROAD CITY: SUFFERN STATE: NY ZIP: 10901 BUSINESS PHONE: 845-368-2900 MAIL ADDRESS: STREET 1: 75 MONTEBELLO ROAD CITY: SUFFERN STATE: NY ZIP: 10901 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001569517 XXXXXXXX 12-31-2013 12-31-2013 false Gary Goldberg Planning Services Inc

75 Montebello Road Suffern NY 10901

13F HOLDINGS REPORT 028-15251 N Thomas A. Cattani Chief Compliance Officer 845-875-6502 /s/ Thomas A. Cattani Suffern NY 01-06-2014 0 339 171919 INFORMATION TABLE 2 infotable.xml ISHARES U.S. UTILITS ETF 464287697 172 1795 SH SOLE 0 0 1795 ISHARES CORE S&P SCP ETF 464287804 39 360 SH SOLE 0 0 360 ISHARES CORE S&P500 ETF 464287200 10 55 SH SOLE 0 0 55 ISHARES RUSSELL 2000 ETF 464287655 1303 11291 SH SOLE 0 0 11291 SPDR S&P 500 ETF TR TR UNIT 78462F103 323 1747 SH SOLE 0 0 1747 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 150 3943 SH SOLE 0 0 3943 AMERICAN INTL GROUP INC COM NEW 026874784 1 17 SH SOLE 0 0 17 AMAZON COM INC COM 023135106 30 75 SH SOLE 0 0 75 BRISTOL MYERS SQUIBB CO COM 110122108 308 5799 SH SOLE 0 0 5799 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 256 2158 SH SOLE 0 0 2158 E M C CORP MASS COM 268648102 25 1000 SH SOLE 0 0 1000 EMERSON ELEC CO COM 291011104 269 3838 SH SOLE 0 0 3838 BOEING CO COM 097023105 85 620 SH SOLE 0 0 620 HERSHEY CO COM 427866108 20 206 SH SOLE 0 0 206 IRON MTN INC COM 462846106 8 249 SH SOLE 0 0 249 NORTHEAST UTILS COM 664397106 33 787 SH SOLE 0 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