0001085146-19-001600.txt : 20190515 0001085146-19-001600.hdr.sgml : 20190515 20190515113939 ACCESSION NUMBER: 0001085146-19-001600 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190515 DATE AS OF CHANGE: 20190515 EFFECTIVENESS DATE: 20190515 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: 19826222 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 03-31-2019 03-31-2019 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 04-08-2019 0 86 320224 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 254 1222 SH SOLE 0 0 1222 ABBVIE INC COM 00287Y109 233 2886 SH SOLE 0 0 2886 ALPHABET INC CAP STK CL C 02079K107 329 280 SH SOLE 0 0 280 ALPHABET INC CAP STK CL A 02079K305 280 238 SH SOLE 0 0 238 AMAZON COM INC COM 023135106 1200 674 SH SOLE 0 0 674 APPLE INC COM 037833100 1850 9737 SH SOLE 0 0 9737 AT&T INC COM 00206R102 278 8872 SH SOLE 0 0 8872 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 507 2522 SH SOLE 0 0 2522 COCA COLA CO COM 191216100 351 7495 SH SOLE 0 0 7495 DIREXION SHS ETF TR ALL CP INSIDER 25459Y769 654 17021 SH SOLE 0 0 17021 EXXON MOBIL CORP COM 30231G102 1503 18600 SH SOLE 0 0 18600 FACEBOOK INC CL A 30303M102 239 1432 SH SOLE 0 0 1432 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 252 4916 SH SOLE 0 0 4916 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 1941 34147 SH SOLE 0 0 34147 HONEYWELL INTL INC COM 438516106 351 2209 SH SOLE 0 0 2209 INTEL CORP COM 458140100 341 6352 SH SOLE 0 0 6352 INTERNATIONAL BUSINESS MACHS COM 459200101 331 2343 SH SOLE 0 0 2343 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 1088 51657 SH SOLE 0 0 51657 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 1081 50957 SH SOLE 0 0 50957 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 1068 50790 SH SOLE 0 0 50790 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 992 47706 SH SOLE 0 0 47706 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1078 51052 SH SOLE 0 0 51052 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 13283 252327 SH SOLE 0 0 252327 ISHARES INC MIN VOL EMRG MKT 464286533 470 7932 SH SOLE 0 0 7932 ISHARES TR CORE S&P TTL STK 464287150 1068 16583 SH SOLE 0 0 16583 ISHARES TR CORE S&P500 ETF 464287200 493 1734 SH SOLE 0 0 1734 ISHARES TR CORE US AGGBD ET 464287226 288 2643 SH SOLE 0 0 2643 ISHARES TR S&P 500 GRWT ETF 464287309 232 1348 SH SOLE 0 0 1348 ISHARES TR MSCI EAFE ETF 464287465 1261 19435 SH SOLE 0 0 19435 ISHARES TR S&P MC 400VL ETF 464287705 258 1642 SH SOLE 0 0 1642 ISHARES TR CORE S&P SCP ETF 464287804 1606 20814 SH SOLE 0 0 20814 ISHARES TR EAFE SML CP ETF 464288273 303 5275 SH SOLE 0 0 5275 ISHARES TR MRGSTR MD CP GRW 464288307 211 898 SH SOLE 0 0 898 ISHARES TR MODERT ALLOC ETF 464289875 3474 91270 SH SOLE 0 0 91270 ISHARES TR IBONDS SEP19 ETF 46429B564 289 11358 SH SOLE 0 0 11358 ISHARES TR CORE HIGH DV ETF 46429B663 1346 14431 SH SOLE 0 0 14431 ISHARES TR MIN VOL EAFE ETF 46429B689 1327 18437 SH SOLE 0 0 18437 ISHARES TR USA QUALITY FCTR 46432F339 3582 40457 SH SOLE 0 0 40457 ISHARES TR EDGE MSCI USA VL 46432F388 1445 18097 SH SOLE 0 0 18097 ISHARES TR USA MOMENTUM FCT 46432F396 2537 22611 SH SOLE 0 0 22611 ISHARES TR CORE 1 5 YR USD 46432F859 35909 720192 SH SOLE 0 0 720192 ISHARES TR MULTIFACTOR INTL 46434V274 28853 1095838 SH SOLE 0 0 1095838 ISHARES TR 0-5YR HI YL CP 46434V407 207 4430 SH SOLE 0 0 4430 ISHARES TR IBONDS SEP2020 46434V571 339 13293 SH SOLE 0 0 13293 ISHARES TR IBONDS DEC2021 46435G789 232 9051 SH SOLE 0 0 9051 JOHNSON & JOHNSON COM 478160104 2945 21068 SH SOLE 0 0 21068 JP MORGAN EXCHANGE TRADED FD DIV RTN EM EQT 46641Q308 2048 37757 SH SOLE 0 0 37757 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 289 5738 SH SOLE 0 0 5738 JPMORGAN CHASE & CO COM 46625H100 1236 12206 SH SOLE 0 0 12206 LILLY ELI & CO COM 532457108 315 2425 SH SOLE 0 0 2425 MCCORMICK & CO INC COM NON VTG 579780206 359 2381 SH SOLE 0 0 2381 MCDONALDS CORP COM 580135101 286 1504 SH SOLE 0 0 1504 MERCK & CO INC COM 58933Y105 730 8780 SH SOLE 0 0 8780 MICROSOFT CORP COM 594918104 584 4955 SH SOLE 0 0 4955 MORGAN STANLEY COM NEW 617446448 247 5848 SH SOLE 0 0 5848 NEW JERSEY RES COM 646025106 256 5133 SH SOLE 0 0 5133 PEPSICO INC COM 713448108 345 2813 SH SOLE 0 0 2813 PFIZER INC COM 717081103 883 20801 SH SOLE 0 0 20801 PROCTER AND GAMBLE CO COM 742718109 914 8785 SH SOLE 0 0 8785 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 774 13032 SH SOLE 0 0 13032 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 849 12480 SH SOLE 0 0 12480 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1373 36868 SH SOLE 0 0 36868 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 39203 749858 SH SOLE 0 0 749858 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 210 6704 SH SOLE 0 0 6704 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 10509 209379 SH SOLE 0 0 209379 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 6177 99184 SH SOLE 0 0 99184 SPDR S&P 500 ETF TR TR UNIT 78462F103 1014 3591 SH SOLE 0 0 3591 SPDR SER TR NUVEEN BLMBRG SR 78468R739 647 13338 SH SOLE 0 0 13338 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 886 18319 SH SOLE 0 0 18319 TRAVELERS COMPANIES INC COM 89417E109 213 1552 SH SOLE 0 0 1552 UNION PACIFIC CORP COM 907818108 295 1763 SH SOLE 0 0 1763 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 2681 54947 SH SOLE 0 0 54947 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 3274 40329 SH SOLE 0 0 40329 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 509 9118 SH SOLE 0 0 9118 VANGUARD GROUP DIV APP ETF 921908844 2288 20868 SH SOLE 0 0 20868 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1385 12000 SH SOLE 0 0 12000 VANGUARD INDEX FDS TOTAL STK MKT 922908769 117235 810136 SH SOLE 0 0 810136 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 293 4448 SH SOLE 0 0 4448 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 385 7187 SH SOLE 0 0 7187 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 879 11017 SH SOLE 0 0 11017 VANGUARD STAR FD VG TL INTL STK F 921909768 237 4557 SH SOLE 0 0 4557 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 431 10548 SH SOLE 0 0 10548 VANGUARD WORLD FD MEGA GRWTH IND 921910816 207 1664 SH SOLE 0 0 1664 VERIZON COMMUNICATIONS INC COM 92343V104 302 5112 SH SOLE 0 0 5112 VISA INC COM CL A 92826C839 358 2294 SH SOLE 0 0 2294 WISDOMTREE TR US MIDCAP FUND 97717W570 959 24389 SH SOLE 0 0 24389