Chief Compliance Officer

0001019687-13-004098.txt : 20131105 0001019687-13-004098.hdr.sgml : 20131105 20131105134136 ACCESSION NUMBER: 0001019687-13-004098 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131105 DATE AS OF CHANGE: 20131105 EFFECTIVENESS DATE: 20131105 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: 131191925 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 09-30-2013 09-30-2013 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 11-05-2013 0 363 164791 INFORMATION TABLE 2 infotable.xml ISHARES U.S. UTILITS ETF 464287697 180 1915 SH SOLE 0 0 1915 ISHARES CORE S&P SCP ETF 464287804 36 360 SH SOLE 0 0 360 ISHARES CORE S&P500 ETF 464287200 9 55 SH SOLE 0 0 55 ISHARES RUSSELL 2000 ETF 464287655 1260 11816 SH SOLE 0 0 11816 SPDR S&P 500 ETF TR TR UNIT 78462F103 313 1863 SH SOLE 0 0 1863 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 146 3920 SH SOLE 0 0 3920 AMERICAN INTL GROUP INC COM NEW 026874784 1 17 SH SOLE 0 0 17 AMAZON COM INC COM 023135106 23 75 SH SOLE 0 0 75 BRISTOL MYERS SQUIBB CO COM 110122108 318 6878 SH SOLE 0 0 6878 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 245 2158 SH SOLE 0 0 2158 DELL INC COM 24702R101 7 545 SH SOLE 0 0 545 E M C CORP MASS COM 268648102 26 1000 SH SOLE 0 0 1000 EMERSON ELEC CO COM 291011104 314 4857 SH SOLE 0 0 4857 BOEING CO COM 097023105 31 260 SH SOLE 0 0 260 HERSHEY CO COM 427866108 19 206 SH SOLE 0 0 206 IRON MTN INC COM 462846106 7 249 SH SOLE 0 0 249 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