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) 276

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 0.36%
Energy 0.7%
Financial 77.71%
Healthcare 1.24%
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 874 874 New 14,699
APPLE INC COM 631 631 New 6,152
POWERSHARES ETF TR II S&P500 LOW VOL 505 505 New 14,285
INTERNATIONAL BUSINESS MACHS COM 439 439 New 2,285
ISHARES TR EAFE MIN VOL ETF 349 349 New 5,331
AT&T INC COM 268 268 New 7,661
LILLY ELI & CO COM 267 267 New 4,208
GENERAL ELECTRIC CO COM 259 259 New 9,982
VERIZON COMMUNICATIONS INC COM 258 258 New 5,186
CHUBB CORP COM 228 228 New 2,482
COCA COLA CO COM 221 221 New 5,296
TRAVELERS COMPANIES INC COM 217 217 New 2,291
PFIZER INC COM 199 199 New 6,756