AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 37
New Positions 13
Increased Positions 35
Decreased Positions 2
Positions with Activity 37
Sold Out Positions 1
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 0.37%
Energy 0.67%
Financial 77.73%
Healthcare 1.3%
Services 0.2%
Technology 0.39%
Transportation
Utilities 0.12%

37 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MERCK & CO INC NEW COM 578 85 17.14 9,753
POWERSHARES ETF TR II S&P500 LOW VOL 500 500 New 14,285
ISHARES TR CORE US GRW ETF 498 193 63.06 6,669
ISHARES TR USA MIN VOL ETF 471 16 3.49 12,511
INTERNATIONAL BUSINESS MACHS COM 434 434 New 2,285
ISHARES GOV/CRED BD ETF 399 191 92.13 3,541
ISHARES TR EAFE MIN VOL ETF 334 334 New 5,331
PUBLIC SVC ENTERPRISE GROUP COM 328 8 2.56 8,817
LILLY ELI & CO COM 273 273 New 4,208
AT&T INC COM 270 270 New 7,661
VERIZON COMMUNICATIONS INC COM 259 259 New 5,186
GENERAL ELECTRIC CO COM 256 256 New 9,982
CHUBB CORP COM 226 226 New 2,482
COCA COLA CO COM 226 226 New 5,296
TRAVELERS COMPANIES INC COM 215 215 New 2,291
PFIZER INC COM 200 200 New 6,756
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD -875 Sold Out 0


Create your free portfolio