AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 42
New Positions 8
Increased Positions 28
Decreased Positions 11
Positions with Activity 39
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 0.3%
Energy 0.64%
Financial 77.17%
Healthcare 1.35%
Services 0.1%
Technology 0.43%
Transportation
Utilities 0.12%

42 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 262 New 1,774
APPLE INC COM 795 -3 (0.35) 6,187
AT&T INC COM 266 5 1.90 7,708
BRISTOL MYERS SQUIBB CO COM 215 215 New 3,537
CHUBB CORP COM 235 -15 (5.92) 2,338
EXXON MOBIL CORP COM 1,713 6 .38 19,350
GENERAL ELECTRIC CO COM 260 3 1.35 10,010
INTERNATIONAL BUSINESS MACHS COM 366 1 .18 2,261
JOHNSON & JOHNSON COM 2,341 1 .02 22,832
JPMORGAN CHASE & CO COM 870 1 .09 14,203
LILLY ELI & CO COM 290 .07 4,137
MERCK & CO INC NEW COM 531 .06 9,077
PFIZER INC COM 225 225 New 6,562
PROCTER & GAMBLE CO COM 795 6 .72 9,335
PUBLIC SVC ENTERPRISE GROUP COM 317 3 .98 7,536
TRAVELERS COMPANIES INC COM 242 .04 2,249
ISHARES TR CORE HIGH DV ETF 1,781 -5 (0.27) 22,941
ISHARES TR CORE MSCI EAFE 272 272 New 4,591
ISHARES TR CORE S&P TTL STK 1,362 1,362 New 14,130
ISHARES TR CORE S&P500 ETF 355 355 New 1,674