AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

25 INDEPENDENCE BLVD., WARREN, New Jersey, 07059, (908) 757-5600

Report Date: 12/31/2014

Position Statistics

Total Positions 42
New Positions 8
Increased Positions 28
Decreased Positions 11
Positions with Activity 39
Sold Out Positions 1
Total Mkt Value (in $ millions) 270

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.28%
Energy 0.62%
Financial 77.07%
Healthcare 1.33%
Services 0.1%
Technology 0.44%
Transportation
Utilities 0.12%

11 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS TOTAL STK MKT 119,967 -2,487 (2.03) 1,092,094
VANGUARD BD INDEX FD INC TOTAL BND MRKT 44,553 -904 (1.99) 534,204
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 28,371 -337 (1.18) 524,809
ISHARES TR CORE HIGH DV ETF 1,784 -5 (0.27) 22,941
VANGUARD INDEX FDS EXTEND MKT ETF 1,309 -31 (2.28) 13,966
CLAYMORE EXCHANGE TRD FD TR GUG BULL2018 E 1,113 -5 (0.48) 52,039
VANGUARD SCOTTSDALE FDS INT-TERM CORP 1,037 -29 (2.72) 11,750
APPLE INC COM 806 -3 (0.35) 6,187
ISHARES TR CORE US GRW ETF 537 -18 (3.21) 6,455
CHUBB CORP COM 235 -15 (5.92) 2,338
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2014 -941 Sold Out 0


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