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) 269

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 0.61%
Financial 76.95%
Healthcare 1.35%
Services 0.18%
Technology 0.45%
Transportation
Utilities 0.12%

46 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PEPSICO INC COM 208 208 New 2,158
MCDONALDS CORP COM 204 204 New 2,068
VALLEY NATL BANCORP COM 158 158 New 16,240
ISHARES TR CORE S&P TTL STK -1,375 Sold Out 0
ISHARES TR CORE US AGGBD ET -309 Sold Out 0
TRAVELERS COMPANIES INC COM -230 Sold Out 0


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