0001085146-19-001953.txt : 20190723 0001085146-19-001953.hdr.sgml : 20190723 20190723170527 ACCESSION NUMBER: 0001085146-19-001953 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190723 DATE AS OF CHANGE: 20190723 EFFECTIVENESS DATE: 20190723 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: 19968352 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 06-30-2019 06-30-2019 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 07-19-2019 0 89 331549 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 216 1247 SH SOLE 0 0 1247 ABBVIE INC COM 00287Y109 213 2933 SH SOLE 0 0 2933 ALPHABET INC CAP STK CL C 02079K107 275 254 SH SOLE 0 0 254 ALPHABET INC CAP STK CL A 02079K305 265 245 SH SOLE 0 0 245 AMAZON COM INC COM 023135106 1291 682 SH SOLE 0 0 682 APPLE INC COM 037833100 1759 8887 SH SOLE 0 0 8887 AT&T INC COM 00206R102 306 9138 SH SOLE 0 0 9138 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 548 2570 SH SOLE 0 0 2570 COCA COLA CO COM 191216100 388 7624 SH SOLE 0 0 7624 COSTCO WHSL CORP NEW COM 22160K105 209 790 SH SOLE 0 0 790 DIREXION SHS ETF TR ALL CP INSIDER 25459Y769 1178 30214 SH SOLE 0 0 30214 DISNEY WALT CO COM DISNEY 254687106 293 2100 SH SOLE 0 0 2100 EXXON MOBIL CORP COM 30231G102 1466 19137 SH SOLE 0 0 19137 FACEBOOK INC CL A 30303M102 286 1481 SH SOLE 0 0 1481 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 254 4916 SH SOLE 0 0 4916 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 2244 38180 SH SOLE 0 0 38180 HONEYWELL INTL INC COM 438516106 680 3893 SH SOLE 0 0 3893 INTEL CORP COM 458140100 308 6430 SH SOLE 0 0 6430 INTERNATIONAL BUSINESS MACHS COM 459200101 309 2237 SH SOLE 0 0 2237 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 1020 48341 SH SOLE 0 0 48341 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 1079 50742 SH SOLE 0 0 50742 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 1067 50348 SH SOLE 0 0 50348 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 998 47173 SH SOLE 0 0 47173 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1083 50627 SH SOLE 0 0 50627 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 21401 388964 SH SOLE 0 0 388964 ISHARES INC MIN VOL EMRG MKT 464286533 508 8637 SH SOLE 0 0 8637 ISHARES TR CORE S&P TTL STK 464287150 1104 16569 SH SOLE 0 0 16569 ISHARES TR CORE S&P500 ETF 464287200 511 1734 SH SOLE 0 0 1734 ISHARES TR CORE US AGGBD ET 464287226 286 2568 SH SOLE 0 0 2568 ISHARES TR S&P 500 GRWT ETF 464287309 242 1348 SH SOLE 0 0 1348 ISHARES TR MSCI EAFE ETF 464287465 1277 19435 SH SOLE 0 0 19435 ISHARES TR S&P MC 400VL ETF 464287705 262 1642 SH SOLE 0 0 1642 ISHARES TR CORE S&P SCP ETF 464287804 1167 14914 SH SOLE 0 0 14914 ISHARES TR EAFE SML CP ETF 464288273 303 5275 SH SOLE 0 0 5275 ISHARES TR MRGSTR MD CP GRW 464288307 211 839 SH SOLE 0 0 839 ISHARES TR MODERT ALLOC ETF 464289875 4593 117718 SH SOLE 0 0 117718 ISHARES TR IBONDS SEP19 ETF 46429B564 289 11364 SH SOLE 0 0 11364 ISHARES TR CORE HIGH DV ETF 46429B663 1364 14431 SH SOLE 0 0 14431 ISHARES TR MIN VOL EAFE ETF 46429B689 1342 18477 SH SOLE 0 0 18477 ISHARES TR USA QUALITY FCTR 46432F339 3342 36532 SH SOLE 0 0 36532 ISHARES TR EDGE MSCI USA VL 46432F388 1605 19767 SH SOLE 0 0 19767 ISHARES TR USA MOMENTUM FCT 46432F396 2713 22877 SH SOLE 0 0 22877 ISHARES TR CORE 1 5 YR USD 46432F859 1646 32648 SH SOLE 0 0 32648 ISHARES TR MULTIFACTOR INTL 46434V274 26089 993482 SH SOLE 0 0 993482 ISHARES TR 0-5YR HI YL CP 46434V407 225 4808 SH SOLE 0 0 4808 ISHARES TR IBONDS SEP2020 46434V571 340 13293 SH SOLE 0 0 13293 ISHARES TR IBONDS DEC2021 46435G789 233 9050 SH SOLE 0 0 9050 JOHNSON & JOHNSON COM 478160104 2849 20457 SH SOLE 0 0 20457 JP MORGAN EXCHANGE TRADED FD DIV RTN EM EQT 46641Q308 2064 37112 SH SOLE 0 0 37112 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 289 5738 SH SOLE 0 0 5738 JPMORGAN CHASE & CO COM 46625H100 1373 12283 SH SOLE 0 0 12283 LEGG MASON ETF INVESTMENT TR WESTN ASET TTL 52468L810 518 19105 SH SOLE 0 0 19105 LILLY ELI & CO COM 532457108 266 2399 SH SOLE 0 0 2399 MCCORMICK & CO INC COM NON VTG 579780206 371 2394 SH SOLE 0 0 2394 MCDONALDS CORP COM 580135101 309 1490 SH SOLE 0 0 1490 MERCK & CO INC COM 58933Y105 721 8602 SH SOLE 0 0 8602 MICROSOFT CORP COM 594918104 594 4435 SH SOLE 0 0 4435 MORGAN STANLEY COM NEW 617446448 250 5698 SH SOLE 0 0 5698 NEW JERSEY RES COM 646025106 260 5233 SH SOLE 0 0 5233 PEPSICO INC COM 713448108 374 2850 SH SOLE 0 0 2850 PFIZER INC COM 717081103 897 20705 SH SOLE 0 0 20705 PROCTER AND GAMBLE CO COM 742718109 968 8824 SH SOLE 0 0 8824 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 767 13039 SH SOLE 0 0 13039 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1099 15588 SH SOLE 0 0 15588 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1431 37970 SH SOLE 0 0 37970 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 40688 766684 SH SOLE 0 0 766684 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 304 9484 SH SOLE 0 0 9484 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 34588 629322 SH SOLE 0 0 629322 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 18628 368207 SH SOLE 0 0 368207 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 6081 96407 SH SOLE 0 0 96407 SPDR S&P 500 ETF TR TR UNIT 78462F103 1052 3591 SH SOLE 0 0 3591 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 656 13415 SH SOLE 0 0 13415 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 934 19026 SH SOLE 0 0 19026 TRAVELERS COMPANIES INC COM 89417E109 236 1577 SH SOLE 0 0 1577 UNION PACIFIC CORP COM 907818108 305 1803 SH SOLE 0 0 1803 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 2713 54529 SH SOLE 0 0 54529 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 3205 38579 SH SOLE 0 0 38579 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 522 9118 SH SOLE 0 0 9118 VANGUARD GROUP DIV APP ETF 921908844 2969 25779 SH SOLE 0 0 25779 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1470 12396 SH SOLE 0 0 12396 VANGUARD INDEX FDS TOTAL STK MKT 922908769 109114 726994 SH SOLE 0 0 726994 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 224 3394 SH SOLE 0 0 3394 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 322 5866 SH SOLE 0 0 5866 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 926 11480 SH SOLE 0 0 11480 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 444 10641 SH SOLE 0 0 10641 VANGUARD WORLD FD MEGA GRWTH IND 921910816 215 1664 SH SOLE 0 0 1664 VERIZON COMMUNICATIONS INC COM 92343V104 304 5323 SH SOLE 0 0 5323 VISA INC COM CL A 92826C839 333 1918 SH SOLE 0 0 1918 WISDOMTREE TR US MIDCAP FUND 97717W570 1128 28205 SH SOLE 0 0 28205