Long-term investor
New England Professional Planning Group Inc. @newenglandprofessionalpl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001540867).
Record
- Tracked since 2025-06-30 (445 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days +12.9% · 6 months n/a · 1 year +21.4% · all +21.4%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 35.5% · long · since 2025-06-30
- JIRE · 23.5% · long · since 2025-06-30
- IJH · 19.3% · long · since 2025-06-30
- IJR · 9.8% · long · since 2025-06-30
- RJF · 2.7% · long · since 2025-06-30
- IXUS · 0.8% · long · since 2025-06-30
- AAPL · 0.5% · long · since 2025-06-30
- VT · 0.4% · long · since 2025-06-30
- UNP · 0.4% · long · since 2025-06-30
- VTI · 0.4% · long · since 2025-06-30
- XOM · 0.4% · long · since 2025-06-30
- IWM · 0.4% · long · since 2025-06-30