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) 262

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 0.4%
Energy 0.62%
Financial 77.05%
Healthcare 1.37%
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
ISHARES TR CORE S&P TTL STK -1,343 Sold Out 0
ISHARES TR CORE US AGGBD ET -304 Sold Out 0
TRAVELERS COMPANIES INC COM -223 Sold Out 0
BRISTOL MYERS SQUIBB CO COM 224 -15 (6.28) 3,315
VANGUARD SCOTTSDALE FDS INT-TERM CORP 964 -35 (3.48) 11,341
ISHARES EAFE SML CP ETF 2,959 -78 (2.58) 57,537
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 26,640 -676 (2.48) 511,814
VANGUARD BD INDEX FD INC TOTAL BND MRKT 42,660 -664 (1.53) 526,019
MERCK & CO INC NEW COM 520 -4 (0.72) 9,012
VANGUARD INDEX FDS EXTEND MKT ETF 1,281 -6 (0.44) 13,905
JPMORGAN CHASE & CO COM 958 -1 (0.06) 14,195
ISHARES TR CORE US GRW ETF 527 New 6,455
MCDONALDS CORP COM 199 199 New 2,068
PEPSICO INC COM 204 204 New 2,158
PIMCO ETF TR 0-5 HIGH YIELD 348 348 New 3,477
POWERSHARES ETF TR II S&P500 LOW VOL 530 New 14,285
SPDR S&P 500 ETF TR TR UNIT 216 216 New 1,044
VALLEY NATL BANCORP COM 168 168 New 16,240
LILLY ELI & CO COM 357 .07 4,140
CHUBB CORP COM 284 .09 2,340