AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 38
New Positions 2
Increased Positions 14
Decreased Positions 22
Positions with Activity 36
Sold Out Positions 4
Total Mkt Value (in $ millions) 263

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 0.31%
Energy 0.69%
Financial 77.38%
Healthcare 1.24%
Services 0.1%
Technology 0.42%
Transportation
Utilities 0.12%

38 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MERCK & CO INC NEW COM 542 -41 (6.98) 9,072
POWERSHARES ETF TR II S&P500 LOW VOL 534 New 14,285
ISHARES TR CORE US GRW ETF 528 New 6,669
ISHARES TR USA MIN VOL ETF 485 -21 (4.2) 11,986
INTERNATIONAL BUSINESS MACHS COM 366 -5 (1.23) 2,257
ISHARES TR EAFE MIN VOL ETF 338 -3 (0.77) 5,290
PUBLIC SVC ENTERPRISE GROUP COM 308 -56 (15.36) 7,463
ADVISORSHARES TR PERITUS HG YLD 291 291 New 6,250
LILLY ELI & CO COM 278 -5 (1.76) 4,134
AT&T INC COM 266 -3 (1.27) 7,564
GENERAL ELECTRIC CO COM 265 -3 (1.05) 9,877
BERKSHIRE HATHAWAY INC DEL CL B NEW 263 263 New 1,774
CHUBB CORP COM 255 .12 2,485
TRAVELERS COMPANIES INC COM 235 -4 (1.88) 2,248
COCA COLA CO COM -235 Sold Out 0
ISHARES GOV/CRED BD ETF -404 Sold Out 0
PFIZER INC COM -210 Sold Out 0
VERIZON COMMUNICATIONS INC COM -260 Sold Out 0


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