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) 267

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 0.29%
Energy 0.63%
Financial 77.02%
Healthcare 1.33%
Services 0.09%
Technology 0.42%
Transportation
Utilities 0.12%

8 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P TTL STK 1,346 1,346 New 14,130
CLAYMORE EXCHANGE TRD FD TR GUG BULL2019 E 914 914 New 42,814
ISHARES TR CORE S&P500 ETF 350 350 New 1,674
ISHARES TR CORE US AGGBD ET 313 313 New 2,805
ISHARES TR CORE MSCI EAFE 276 276 New 4,591
BRISTOL MYERS SQUIBB CO COM 231 231 New 3,537
PFIZER INC COM 230 230 New 6,562
SPDR SERIES TRUST S&P 500 GROWTH 222 222 New 2,249


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