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) 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 0.39%
Energy 0.62%
Financial 76.97%
Healthcare 1.35%
Services 0.17%
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
ADVISORSHARES TR PERITUS HG YLD 339 79 30.46 8,154
APPLE INC COM 816 12 1.49 6,279
AT&T INC COM 266 2 .57 7,752
BERKSHIRE HATHAWAY INC DEL CL B NEW 265 11 4.45 1,853
BRISTOL MYERS SQUIBB CO COM 218 -15 (6.28) 3,315
CHUBB CORP COM 227 .09 2,340
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 1,115 15 1.37 48,984
CLAYMORE EXCHANGE TRD FD TR GUG BULL2019 E 987 83 9.21 46,755
CLAYMORE EXCHANGE TRD FD TR GUG BULL2018 E 1,121 15 1.36 52,748
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2015 1,112 17 1.52 51,350
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 1,118 19 1.70 50,297
EXXON MOBIL CORP COM 1,654 7 .40 19,428
GENERAL ELECTRIC CO COM 281 7 2.60 10,270
INTERNATIONAL BUSINESS MACHS COM 384 1 .13 2,264
ISHARES EAFE SML CP ETF 3,051 -81 (2.58) 57,537
ISHARES TR EAFE MIN VOL ETF 386 11 2.87 5,708
ISHARES TR CORE S&P500 ETF 769 413 115.95 3,615
ISHARES TR CORE MSCI EAFE 446 165 58.85 7,293
ISHARES TR CORE HIGH DV ETF 1,755 4 .24 22,997
ISHARES TR CORE S&P TTL STK -1,365 Sold Out 0