0001085146-19-002486.txt : 20191009 0001085146-19-002486.hdr.sgml : 20191009 20191009155204 ACCESSION NUMBER: 0001085146-19-002486 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191009 DATE AS OF CHANGE: 20191009 EFFECTIVENESS DATE: 20191009 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: 191144476 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 false false 0000831457 XXXXXXXX 09-30-2019 09-30-2019 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 10-09-2019 0 89 366740 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 298 240 SH SOLE 0 0 240 ALPHABET INC CAP STK CL A 02079K305 291 234 SH SOLE 0 0 234 AMAZON COM INC COM 023135106 1155 664 SH SOLE 0 0 664 APPLE INC COM 037833100 1849 8407 SH SOLE 0 0 8407 AT&T INC COM 00206R102 329 8808 SH SOLE 0 0 8808 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 512 2474 SH SOLE 0 0 2474 COCA COLA CO COM 191216100 400 7359 SH SOLE 0 0 7359 COSTCO WHSL CORP NEW COM 22160K105 227 786 SH SOLE 0 0 786 DIREXION SHS ETF TR ALL CP INSIDER 25459Y769 976 25479 SH SOLE 0 0 25479 DISNEY WALT CO COM DISNEY 254687106 250 1908 SH SOLE 0 0 1908 EXXON MOBIL CORP COM 30231G102 1343 18927 SH SOLE 0 0 18927 FACEBOOK INC CL A 30303M102 245 1363 SH SOLE 0 0 1363 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 255 4916 SH SOLE 0 0 4916 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 3008 50157 SH SOLE 0 0 50157 HOME DEPOT INC COM 437076102 202 879 SH SOLE 0 0 879 HONEYWELL INTL INC COM 438516106 616 3685 SH SOLE 0 0 3685 INNOVATOR ETFS TR S&P 500 PWR 45782C656 1191 47882 SH SOLE 0 0 47882 INNOVATOR ETFS TR S&P 500 PWR BU 45782C680 963 38231 SH SOLE 0 0 38231 INNOVATOR ETFS TR S&P 500 PWR 45782C813 1252 48031 SH SOLE 0 0 48031 INTEL CORP COM 458140100 311 6114 SH SOLE 0 0 6114 INTERNATIONAL BUSINESS MACHS COM 459200101 317 2206 SH SOLE 0 0 2206 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 217 10311 SH SOLE 0 0 10311 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 1164 54670 SH SOLE 0 0 54670 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 998 47056 SH SOLE 0 0 47056 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 887 41542 SH SOLE 0 0 41542 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 918 43199 SH SOLE 0 0 43199 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1011 47166 SH SOLE 0 0 47166 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 1164 19892 SH SOLE 0 0 19892 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 21919 378175 SH SOLE 0 0 378175 ISHARES INC MIN VOL EMRG MKT 464286533 575 10052 SH SOLE 0 0 10052 ISHARES TR CORE S&P TTL STK 464287150 1114 16569 SH SOLE 0 0 16569 ISHARES TR CORE S&P500 ETF 464287200 507 1698 SH SOLE 0 0 1698 ISHARES TR CORE US AGGBD ET 464287226 290 2568 SH SOLE 0 0 2568 ISHARES TR S&P 500 GRWT ETF 464287309 244 1348 SH SOLE 0 0 1348 ISHARES TR S&P 500 VAL ETF 464287408 204 1714 SH SOLE 0 0 1714 ISHARES TR MSCI EAFE ETF 464287465 1267 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 320 4090 SH SOLE 0 0 4090 ISHARES TR EAFE SML CP ETF 464288273 302 5275 SH SOLE 0 0 5275 ISHARES TR MODERT ALLOC ETF 464289875 8403 213988 SH SOLE 0 0 213988 ISHARES TR CORE HIGH DV ETF 46429B663 1354 14431 SH SOLE 0 0 14431 ISHARES TR MIN VOL EAFE ETF 46429B689 1584 21528 SH SOLE 0 0 21528 ISHARES TR USA QUALITY FCTR 46432F339 3655 39625 SH SOLE 0 0 39625 ISHARES TR EDGE MSCI USA VL 46432F388 1903 23194 SH SOLE 0 0 23194 ISHARES TR USA MOMENTUM FCT 46432F396 2829 23616 SH SOLE 0 0 23616 ISHARES TR CORE 1 5 YR USD 46432F859 1435 28447 SH SOLE 0 0 28447 ISHARES TR MULTIFACTOR INTL 46434V274 25314 992303 SH SOLE 0 0 992303 ISHARES TR 0-5YR HI YL CP 46434V407 223 4796 SH SOLE 0 0 4796 ISHARES TR IBONDS SEP2020 46434V571 279 10923 SH SOLE 0 0 10923 ISHARES TR IBONDS DEC2022 46435G755 236 9019 SH SOLE 0 0 9019 ISHARES TR IBONDS DEC2021 46435G789 233 9050 SH SOLE 0 0 9050 JOHNSON & JOHNSON COM 478160104 2538 19700 SH SOLE 0 0 19700 JP MORGAN EXCHANGE TRADED FD DIV RTN EM EQT 46641Q308 2109 40052 SH SOLE 0 0 40052 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 27998 554419 SH SOLE 0 0 554419 JPMORGAN CHASE & CO COM 46625H100 1411 12059 SH SOLE 0 0 12059 LEGG MASON ETF INVESTMENT TR WESTN ASET TTL 52468L810 587 21522 SH SOLE 0 0 21522 LILLY ELI & CO COM 532457108 256 2292 SH SOLE 0 0 2292 MCCORMICK & CO INC COM NON VTG 579780206 385 2395 SH SOLE 0 0 2395 MCDONALDS CORP COM 580135101 305 1437 SH SOLE 0 0 1437 MERCK & CO INC COM 58933Y105 676 8056 SH SOLE 0 0 8056 MICROSOFT CORP COM 594918104 560 4013 SH SOLE 0 0 4013 MORGAN STANLEY COM NEW 617446448 243 5698 SH SOLE 0 0 5698 NEW JERSEY RES COM 646025106 236 5234 SH SOLE 0 0 5234 PEPSICO INC COM 713448108 373 2747 SH SOLE 0 0 2747 PFIZER INC COM 717081103 710 19837 SH SOLE 0 0 19837 PROCTER & GAMBLE CO COM 742718109 1077 8660 SH SOLE 0 0 8660 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 812 13037 SH SOLE 0 0 13037 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 2162 57067 SH SOLE 0 0 57067 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 40999 753240 SH SOLE 0 0 753240 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 35292 636230 SH SOLE 0 0 636230 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 18549 366870 SH SOLE 0 0 366870 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 6573 104091 SH SOLE 0 0 104091 SPDR S&P 500 ETF TR TR UNIT 78462F103 1066 3591 SH SOLE 0 0 3591 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 690 14095 SH SOLE 0 0 14095 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 941 19140 SH SOLE 0 0 19140 TRAVELERS COMPANIES INC COM 89417E109 226 1528 SH SOLE 0 0 1528 UNION PACIFIC CORP COM 907818108 283 1728 SH SOLE 0 0 1728 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 3105 61727 SH SOLE 0 0 61727 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 3620 42949 SH SOLE 0 0 42949 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 537 9118 SH SOLE 0 0 9118 VANGUARD GROUP DIV APP ETF 921908844 3240 27111 SH SOLE 0 0 27111 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1157 9891 SH SOLE 0 0 9891 VANGUARD INDEX FDS TOTAL STK MKT 922908769 108782 719460 SH SOLE 0 0 719460 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 222 4151 SH SOLE 0 0 4151 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 932 11516 SH SOLE 0 0 11516 VANGUARD STAR FD VG TL INTL STK F 921909768 205 3955 SH SOLE 0 0 3955 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 447 10876 SH SOLE 0 0 10876 VERIZON COMMUNICATIONS INC COM 92343V104 317 5238 SH SOLE 0 0 5238 VISA INC COM CL A 92826C839 318 1811 SH SOLE 0 0 1811