0001085146-18-002327.txt : 20181016 0001085146-18-002327.hdr.sgml : 20181016 20181016110733 ACCESSION NUMBER: 0001085146-18-002327 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181016 DATE AS OF CHANGE: 20181016 EFFECTIVENESS DATE: 20181016 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AMERICAN ECONOMIC PLANNING GROUP INC /ADV CENTRAL INDEX KEY: 0000831457 IRS NUMBER: 222454043 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15084 FILM NUMBER: 181123802 BUSINESS ADDRESS: STREET 1: 25 INDEPENDENCE BLVD. STREET 2: STE 102 CITY: WARREN STATE: NJ ZIP: 07059 BUSINESS PHONE: 9087575600 MAIL ADDRESS: STREET 1: 25 INDEPENDENCE BLVD. STREET 2: STE 102 CITY: WARREN STATE: NJ ZIP: 07059 FORMER COMPANY: FORMER CONFORMED NAME: AMERICAN ECONOMIC PLANNING GROUP INC /ADV DATE OF NAME CHANGE: 19880406 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000831457 XXXXXXXX 09-30-2018 09-30-2018 false AMERICAN ECONOMIC PLANNING GROUP INC /ADV

25 INDEPENDENCE BLVD. STE 102 WARREN NJ 07059

13F HOLDINGS REPORT 028-15084 N Chris Schiffer 908-821-9764 /s/ Chris Schiffer Warren NJ 10-15-2018 0 72 281863 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 238 1129 SH SOLE 0 0 1129 ABBVIE INC COM 00287Y109 275 2908 SH SOLE 0 0 2908 ALPHABET INC CAP STK CL C 02079K107 247 207 SH SOLE 0 0 207 ALPHABET INC CAP STK CL A 02079K305 295 244 SH SOLE 0 0 244 AMAZON COM INC COM 023135106 1326 662 SH SOLE 0 0 662 APPLE INC COM 037833100 1724 7636 SH SOLE 0 0 7636 AT&T INC COM 00206R102 345 10278 SH SOLE 0 0 10278 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 497 2322 SH SOLE 0 0 2322 COCA COLA CO COM 191216100 346 7495 SH SOLE 0 0 7495 DIREXION SHS ETF TR ALL CP INSIDER 25459Y769 543 13195 SH SOLE 0 0 13195 EXXON MOBIL CORP COM 30231G102 1648 19386 SH SOLE 0 0 19386 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 1785 30386 SH SOLE 0 0 30386 HONEYWELL INTL INC COM 438516106 320 1924 SH SOLE 0 0 1924 INTEL CORP COM 458140100 336 7113 SH SOLE 0 0 7113 INTERNATIONAL BUSINESS MACHS COM 459200101 357 2358 SH SOLE 0 0 2358 ISHARES INC MIN VOL EMRG MKT 464286533 471 7950 SH SOLE 0 0 7950 ISHARES INC CORE MSCI EMKT 46434G103 643 12421 SH SOLE 0 0 12421 ISHARES TR CORE S&P TTL STK 464287150 465 6985 SH SOLE 0 0 6985 ISHARES TR CORE S&P500 ETF 464287200 1771 6052 SH SOLE 0 0 6052 ISHARES TR MSCI EAFE ETF 464287465 1464 21537 SH SOLE 0 0 21537 ISHARES TR CORE S&P MCP ETF 464287507 243 1205 SH SOLE 0 0 1205 ISHARES TR CORE S&P SCP ETF 464287804 1511 17324 SH SOLE 0 0 17324 ISHARES TR EAFE SML CP ETF 464288273 211 3381 SH SOLE 0 0 3381 ISHARES TR MRGSTR MD CP GRW 464288307 291 1234 SH SOLE 0 0 1234 ISHARES TR INTRM GOV CR ETF 464288612 485 4508 SH SOLE 0 0 4508 ISHARES TR MODERT ALLOC ETF 464289875 4368 115283 SH SOLE 0 0 115283 ISHARES TR IBONDS SEP19 ETF 46429B564 215 8480 SH SOLE 0 0 8480 ISHARES TR CORE HIGH DV ETF 46429B663 1307 14431 SH SOLE 0 0 14431 ISHARES TR MIN VOL EAFE ETF 46429B689 1329 18247 SH SOLE 0 0 18247 ISHARES TR USA QUALITY FCTR 46432F339 23465 259656 SH SOLE 0 0 259656 ISHARES TR EDGE MSCI USA VL 46432F388 957 10898 SH SOLE 0 0 10898 ISHARES TR USA MOMENTUM FCT 46432F396 2587 21743 SH SOLE 0 0 21743 ISHARES TR CORE 1 5 YR USD 46432F859 28759 586917 SH SOLE 0 0 586917 ISHARES TR IBONDS SEP2020 46434V571 263 10423 SH SOLE 0 0 10423 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 269 5358 SH SOLE 0 0 5358 JOHNSON & JOHNSON COM 478160104 3224 23334 SH SOLE 0 0 23334 JP MORGAN EXCHANGE TRADED FD DIV RTN EM EQT 46641Q308 1205 22297 SH SOLE 0 0 22297 JPMORGAN CHASE & CO COM 46625H100 1429 12661 SH SOLE 0 0 12661 LILLY ELI & CO COM 532457108 284 2650 SH SOLE 0 0 2650 MCCORMICK & CO INC COM VTG 579780107 311 2359 SH SOLE 0 0 2359 MCDONALDS CORP COM 580135101 248 1482 SH SOLE 0 0 1482 MERCK & CO INC COM 58933Y105 618 8706 SH SOLE 0 0 8706 MICROSOFT CORP COM 594918104 636 5565 SH SOLE 0 0 5565 MORGAN STANLEY COM NEW 617446448 278 5966 SH SOLE 0 0 5966 NEW JERSEY RES COM 646025106 237 5133 SH SOLE 0 0 5133 NVIDIA CORP COM 67066G104 207 735 SH SOLE 0 0 735 PEPSICO INC COM 713448108 321 2870 SH SOLE 0 0 2870 PFIZER INC COM 717081103 899 20393 SH SOLE 0 0 20393 PROCTER AND GAMBLE CO COM 742718109 924 11107 SH SOLE 0 0 11107 PUBLIC SVC ENTERPRISE GROUP COM 744573106 687 13009 SH SOLE 0 0 13009 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1412 34678 SH SOLE 0 0 34678 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 301 3994 SH SOLE 0 0 3994 SPDR GOLD TRUST GOLD SHS 78463V107 223 1975 SH SOLE 0 0 1975 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 5766 89893 SH SOLE 0 0 89893 SPDR S&P 500 ETF TR TR UNIT 78462F103 1083 3725 SH SOLE 0 0 3725 SPDR SERIES TRUST S&P REGL BKG 78464A698 231 3892 SH SOLE 0 0 3892 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 776 16428 SH SOLE 0 0 16428 UNION PAC CORP COM 907818108 298 1833 SH SOLE 0 0 1833 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 7911 100526 SH SOLE 0 0 100526 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 504 9245 SH SOLE 0 0 9245 VANGUARD GROUP DIV APP ETF 921908844 2097 18943 SH SOLE 0 0 18943 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1498 12221 SH SOLE 0 0 12221 VANGUARD INDEX FDS TOTAL STK MKT 922908769 132998 888728 SH SOLE 0 0 888728 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 328 8008 SH SOLE 0 0 8008 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 14947 210223 SH SOLE 0 0 210223 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 15695 279169 SH SOLE 0 0 279169 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 872 11155 SH SOLE 0 0 11155 VANGUARD STAR FD VG TL INTL STK F 921909768 297 5509 SH SOLE 0 0 5509 VANGUARD WORLD FD MEGA GRWTH IND 921910816 213 1664 SH SOLE 0 0 1664 VERIZON COMMUNICATIONS INC COM 92343V104 251 4702 SH SOLE 0 0 4702 VISA INC COM CL A 92826C839 408 2719 SH SOLE 0 0 2719 WISDOMTREE TR US MIDCP EARNING 97717W570 890 21513 SH SOLE 0 0 21513