AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 47
New Positions 4
Increased Positions 15
Decreased Positions 28
Positions with Activity 43
Sold Out Positions 3
Total Mkt Value (in $ millions) 228

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 0.6%
Financial 86.79%
Healthcare 1.42%
Services 0.11%
Technology 0.42%
Transportation
Utilities 0.13%

47 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 201 .19 1,046
PFIZER INC COM 196 -14 (6.44) 6,262
ISHARES INC CORE MSCI EMKT 192 192 New 4,947
BRISTOL MYERS SQUIBB CO COM 183 -7 (3.59) 3,196
MCDONALDS CORP COM -196 Sold Out 0
PEPSICO INC COM -196 Sold Out 0
VALLEY NATL BANCORP COM -151 Sold Out 0