AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 51
New Positions 10
Increased Positions 30
Decreased Positions 15
Positions with Activity 45
Sold Out Positions 2
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 0.32%
Energy 0.64%
Financial 82.46%
Healthcare 1.39%
Services 0.2%
Technology 0.48%
Transportation
Utilities 0.14%

51 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTERNATIONAL BUSINESS MACHS COM 291 -1 (0.25) 1,993
AT&T INC COM 290 -8 (2.64) 7,482
ADVISORSHARES TR PERITUS HG YLD 269 New 8,154
TRAVELERS COMPANIES INC COM 254 .04 2,308
AMAZON COM INC COM 239 239 New 363
MICROSOFT CORP COM 231 -4 (1.59) 4,632
SPDR SERIES TRUST S&P 500 GROWTH 226 1 .44 2,285
SELECT SECTOR SPDR TR TECHNOLOGY 200 200 New 4,741
CHUBB LIMITED COM 166 New 1,411
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2015 -977 Sold Out 0
ISHARES INC CORE MSCI EMKT -251 Sold Out 0


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