0001085146-19-000147.txt : 20190114
0001085146-19-000147.hdr.sgml : 20190114
20190114171417
ACCESSION NUMBER: 0001085146-19-000147
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190114
DATE AS OF CHANGE: 20190114
EFFECTIVENESS DATE: 20190114
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: 19525645
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
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false
false
false
0000831457
XXXXXXXX
12-31-2018
12-31-2018
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AMERICAN ECONOMIC PLANNING GROUP INC /ADV
25 INDEPENDENCE BLVD.
STE 102
WARREN
NJ
07059
13F HOLDINGS REPORT
028-15084
N
Chris Schiffer
Executive Vice President
908-821-9764
/s/ Chris Schiffer
Warren
NJ
01-14-2019
0
78
309150
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
215
1129
SH
SOLE
0
0
1129
ABBVIE INC
COM
00287Y109
248
2689
SH
SOLE
0
0
2689
ALPHABET INC
CAP STK CL C
02079K107
221
213
SH
SOLE
0
0
213
ALPHABET INC
CAP STK CL A
02079K305
251
240
SH
SOLE
0
0
240
AMAZON COM INC
COM
023135106
1090
726
SH
SOLE
0
0
726
APPLE INC
COM
037833100
1191
7547
SH
SOLE
0
0
7547
AT&T INC
COM
00206R102
267
9356
SH
SOLE
0
0
9356
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
474
2322
SH
SOLE
0
0
2322
COCA COLA CO
COM
191216100
355
7502
SH
SOLE
0
0
7502
DIREXION SHS ETF TR
ALL CP INSIDER
25459Y769
367
10898
SH
SOLE
0
0
10898
EXXON MOBIL CORP
COM
30231G102
1270
18626
SH
SOLE
0
0
18626
GOLDMAN SACHS ETF TR
EQUITY ETF
381430503
1530
30428
SH
SOLE
0
0
30428
HONEYWELL INTL INC
COM
438516106
254
1924
SH
SOLE
0
0
1924
INTEL CORP
COM
458140100
311
6623
SH
SOLE
0
0
6623
INTERNATIONAL BUSINESS MACHS
COM
459200101
266
2343
SH
SOLE
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BULSHS 2019 CB
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54053
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 CB
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52649
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BULSHS 2021 CB
46138J700
765
36877
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BULSHS 2022 CB
46138J882
713
34610
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SOLE
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34610
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
671
14389
SH
SOLE
0
0
14389
ISHARES INC
MIN VOL EMRG MKT
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428
7653
SH
SOLE
0
0
7653
ISHARES INC
CORE MSCI EMKT
46434G103
592
12551
SH
SOLE
0
0
12551
ISHARES TR
CORE S&P TTL STK
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9037
159207
SH
SOLE
0
0
159207
ISHARES TR
CORE S&P500 ETF
464287200
1240
4926
SH
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0
0
4926
ISHARES TR
CORE US AGGBD ET
464287226
281
2643
SH
SOLE
0
0
2643
ISHARES TR
S&P 500 GRWT ETF
464287309
203
1348
SH
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0
1348
ISHARES TR
MSCI EAFE ETF
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1149
19547
SH
SOLE
0
0
19547
ISHARES TR
S&P MC 400VL ETF
464287705
227
1642
SH
SOLE
0
0
1642
ISHARES TR
CORE S&P SCP ETF
464287804
1148
16564
SH
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16564
ISHARES TR
EAFE SML CP ETF
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293
5651
SH
SOLE
0
0
5651
ISHARES TR
INTRM GOV CR ETF
464288612
488
4508
SH
SOLE
0
0
4508
ISHARES TR
MODERT ALLOC ETF
464289875
3316
92933
SH
SOLE
0
0
92933
ISHARES TR
CORE HIGH DV ETF
46429B663
1218
14431
SH
SOLE
0
0
14431
ISHARES TR
MIN VOL EAFE ETF
46429B689
1220
18300
SH
SOLE
0
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18300
ISHARES TR
USA QUALITY FCTR
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14507
186775
SH
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0
0
186775
ISHARES TR
EDGE MSCI USA VL
46432F388
800
11023
SH
SOLE
0
0
11023
ISHARES TR
USA MOMENTUM FCT
46432F396
2041
20359
SH
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ISHARES TR
CORE 1 5 YR USD
46432F859
34839
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SH
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710120
ISHARES TR
IBONDS SEP2020
46434V571
205
8090
SH
SOLE
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0
8090
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
227
4634
SH
SOLE
0
0
4634
JOHNSON & JOHNSON
COM
478160104
2985
23134
SH
SOLE
0
0
23134
JP MORGAN EXCHANGE TRADED FD
DIV RTN EM EQT
46641Q308
1174
23098
SH
SOLE
0
0
23098
JPMORGAN CHASE & CO
COM
46625H100
1213
12423
SH
SOLE
0
0
12423
LILLY ELI & CO
COM
532457108
304
2629
SH
SOLE
0
0
2629
MCCORMICK & CO INC
COM NON VTG
579780206
330
2368
SH
SOLE
0
0
2368
MCDONALDS CORP
COM
580135101
263
1482
SH
SOLE
0
0
1482
MERCK & CO INC
COM
58933Y105
667
8732
SH
SOLE
0
0
8732
MICROSOFT CORP
COM
594918104
565
5565
SH
SOLE
0
0
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MORGAN STANLEY
COM NEW
617446448
237
5966
SH
SOLE
0
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5966
NEW JERSEY RES
COM
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234
5133
SH
SOLE
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PEPSICO INC
COM
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319
2884
SH
SOLE
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PFIZER INC
COM
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SOLE
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PROCTER AND GAMBLE CO
COM
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1020
11098
SH
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PUBLIC SVC ENTERPRISE GROUP
COM
744573106
678
13022
SH
SOLE
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13022
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
14206
237039
SH
SOLE
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0
237039
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
210
8916
SH
SOLE
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0
8916
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
1167
35531
SH
SOLE
0
0
35531
SCHWAB STRATEGIC TR
INTL EQTY ETF
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7589
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SH
SOLE
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SPDR GOLD TRUST
GOLD SHS
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SH
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SPDR INDEX SHS FDS
MSCI EAFE STRTGC
78463X434
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
897
3591
SH
SOLE
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SPDR SER TR
NUVEEN BLMBRG SR
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SSGA ACTIVE ETF TR
SPDR TR TACTIC
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SH
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UNION PAC CORP
COM
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247
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SH
SOLE
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VANECK VECTORS ETF TR
AMT FREE INT ETF
92189H201
10192
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VANGUARD BD INDEX FD INC
TOTAL BND MRKT
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SOLE
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VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
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VANGUARD GROUP
DIV APP ETF
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VANGUARD INDEX FDS
EXTEND MKT ETF
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VANGUARD INDEX FDS
TOTAL STK MKT
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VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
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SOLE
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VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
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VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
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VANGUARD STAR FD
VG TL INTL STK F
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VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
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SOLE
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VERIZON COMMUNICATIONS INC
COM
92343V104
286
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SH
SOLE
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VISA INC
COM CL A
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SH
SOLE
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WISDOMTREE TR
US MIDCP EARNING
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SOLE
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21773