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) 274

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 0.68%
Financial 77.78%
Healthcare 1.29%
Services 0.19%
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
APPLE INC COM 621 621 New 6,152
AT&T INC COM 272 272 New 7,661
CHUBB CORP COM 229 229 New 2,482
COCA COLA CO COM 223 223 New 5,296
EXXON MOBIL CORP COM 1,871 609 48.20 19,266
GENERAL ELECTRIC CO COM 262 262 New 9,982
INTERNATIONAL BUSINESS MACHS COM 443 443 New 2,285
JOHNSON & JOHNSON COM 2,473 414 20.14 22,898
JPMORGAN CHASE & CO COM 898 898 New 14,699
LILLY ELI & CO COM 280 280 New 4,208
MERCK & CO INC NEW COM 590 86 17.14 9,753
PFIZER INC COM 205 205 New 6,756
PROCTER & GAMBLE CO COM 784 5 .65 9,277
PUBLIC SVC ENTERPRISE GROUP COM 338 8 2.56 8,817
TRAVELERS COMPANIES INC COM 217 217 New 2,291
VERIZON COMMUNICATIONS INC COM 261 261 New 5,186
ISHARES TR CORE HIGH DV ETF 1,771 913 106.34 23,046
ISHARES TR CORE US GRW ETF 509 197 63.06 6,669
ISHARES TR EAFE MIN VOL ETF 339 339 New 5,331
ISHARES EAFE SML CP ETF 2,792 110 4.10 56,118