AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 38
New Positions 2
Increased Positions 14
Decreased Positions 22
Positions with Activity 36
Sold Out Positions 4
Total Mkt Value (in $ millions) 261

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 0.33%
Energy 0.69%
Financial 77.56%
Healthcare 1.23%
Services 0.1%
Technology 0.41%
Transportation
Utilities 0.12%

14 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD STAR FD VG TL INTL STK F 22,959 150 .66 466,544
ISHARES TR MSCI EAFE ETF 16,815 641 3.96 270,167
ISHARES EAFE SML CP ETF 2,689 34 1.29 56,842
EXXON MOBIL CORP COM 1,797 1 .06 19,277
CLAYMORE EXCHANGE TRD FD TR GUG BULL2018 E 1,101 180 19.55 52,288
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 1,095 179 19.53 48,314
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2015 1,094 181 19.78 50,474
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 1,092 179 19.60 49,432
VANGUARD SCOTTSDALE FDS INT-TERM CORP 1,037 27 2.71 12,078
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2014 941 188 25.05 44,521
APPLE INC COM 708 6 .93 6,209
BERKSHIRE HATHAWAY INC DEL CL B NEW 268 268 New 1,774
ADVISORSHARES TR PERITUS HG YLD 262 262 New 6,250
CHUBB CORP COM 260 .12 2,485


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