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) 265

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 0.62%
Financial 77.05%
Healthcare 1.37%
Services 0.18%
Technology 0.44%
Transportation
Utilities 0.11%

3 Sold Out Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P TTL STK -1,360 Sold Out 0
ISHARES TR CORE US AGGBD ET -304 Sold Out 0
TRAVELERS COMPANIES INC COM -220 Sold Out 0


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