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) 267

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 0.38%
Energy 0.68%
Financial 77.87%
Healthcare 1.24%
Services 0.19%
Technology 0.38%
Transportation
Utilities 0.13%

37 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 630 630 New 6,152
AT&T INC COM 265 265 New 7,661
CHUBB CORP COM 233 233 New 2,482
COCA COLA CO COM 215 215 New 5,296
EXXON MOBIL CORP COM 1,804 587 48.20 19,266
GENERAL ELECTRIC CO COM 254 254 New 9,982
INTERNATIONAL BUSINESS MACHS COM 373 373 New 2,285
JOHNSON & JOHNSON COM 2,298 385 20.14 22,898
JPMORGAN CHASE & CO COM 852 852 New 14,699
LILLY ELI & CO COM 272 272 New 4,208
MERCK & CO INC NEW COM 538 79 17.14 9,753
PFIZER INC COM 191 191 New 6,756
PROCTER & GAMBLE CO COM 785 5 .65 9,277
PUBLIC SVC ENTERPRISE GROUP COM 342 9 2.56 8,817
TRAVELERS COMPANIES INC COM 216 216 New 2,291
VERIZON COMMUNICATIONS INC COM 253 253 New 5,186
ISHARES TR CORE HIGH DV ETF 1,706 879 106.34 23,046
ISHARES TR CORE US GRW ETF 492 190 63.06 6,669
ISHARES TR EAFE MIN VOL ETF 329 329 New 5,331
ISHARES EAFE SML CP ETF 2,635 104 4.10 56,118


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