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) 270

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 0.39%
Energy 0.63%
Financial 76.9%
Healthcare 1.36%
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 355 355 New 3,477
SPDR S&P 500 ETF TR TR UNIT 223 223 New 1,044
PEPSICO INC COM 210 210 New 2,158
MCDONALDS CORP COM 205 205 New 2,068
VALLEY NATL BANCORP COM 159 159 New 16,240