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) 270

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 77.76%
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
VANGUARD SCOTTSDALE FDS INT-TERM CORP 1,008 -1,124 (52.72) 11,759
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD -876 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2014 751 1 .14 35,603
PROCTER & GAMBLE CO COM 783 5 .65 9,277
PUBLIC SVC ENTERPRISE GROUP COM 332 8 2.56 8,817
ISHARES TR USA MIN VOL ETF 472 16 3.49 12,511
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 919 61 7.07 40,420
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2015 916 64 7.53 42,139
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 922 65 7.53 41,330
CLAYMORE EXCHANGE TRD FD TR GUG BULL2018 E 924 66 7.68 43,739
VANGUARD STAR FD VG TL INTL STK F 23,689 70 .30 463,488
MERCK & CO INC NEW COM 579 85 17.14 9,753
ISHARES EAFE SML CP ETF 2,729 108 4.10 56,118
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 5,718 121 2.16 137,379
ISHARES GOV/CRED BD ETF 399 191 92.13 3,541
ISHARES TR CORE US GRW ETF 500 193 63.06 6,669
PFIZER INC COM 201 201 New 6,756
TRAVELERS COMPANIES INC COM 215 215 New 2,291
COCA COLA CO COM 224 224 New 5,296
CHUBB CORP COM 226 226 New 2,482


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