AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 37
New Positions 13
Increased Positions 35
Decreased Positions 2
Positions with Activity 37
Sold Out Positions 1
Total Mkt Value (in $ millions) 274

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 0.37%
Energy 0.68%
Financial 77.79%
Healthcare 1.29%
Services 0.19%
Technology 0.39%
Transportation
Utilities 0.12%

13 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JPMORGAN CHASE & CO COM 901 901 New 14,699
APPLE INC COM 626 626 New 6,152
POWERSHARES ETF TR II S&P500 LOW VOL 502 502 New 14,285
INTERNATIONAL BUSINESS MACHS COM 443 443 New 2,285
ISHARES TR EAFE MIN VOL ETF 340 340 New 5,331
LILLY ELI & CO COM 280 280 New 4,208
AT&T INC COM 269 269 New 7,661
GENERAL ELECTRIC CO COM 262 262 New 9,982
VERIZON COMMUNICATIONS INC COM 258 258 New 5,186
CHUBB CORP COM 230 230 New 2,482
COCA COLA CO COM 221 221 New 5,296
TRAVELERS COMPANIES INC COM 217 217 New 2,291
PFIZER INC COM 207 207 New 6,756


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