AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 46
New Positions 5
Increased Positions 33
Decreased Positions 11
Positions with Activity 44
Sold Out Positions 3
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 0.4%
Energy 0.61%
Financial 77.13%
Healthcare 1.37%
Services 0.18%
Technology 0.45%
Transportation
Utilities 0.12%

5 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PIMCO ETF TR 0-5 HIGH YIELD 347 347 New 3,477
SPDR S&P 500 ETF TR TR UNIT 216 216 New 1,044
PEPSICO INC COM 204 204 New 2,158
MCDONALDS CORP COM 198 198 New 2,068
VALLEY NATL BANCORP COM 168 168 New 16,240


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