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 0.36%
Energy 0.69%
Financial 77.7%
Healthcare 1.24%
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 623 623 New 6,152
AT&T INC COM 264 264 New 7,661
CHUBB CORP COM 224 224 New 2,482
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 924 61 7.07 40,420
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2015 917 64 7.53 42,139
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 921 64 7.53 41,330
CLAYMORE EXCHANGE TRD FD TR GUG BULL2018 E 929 66 7.68 43,739
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2014 751 1 .14 35,603
COCA COLA CO COM 218 218 New 5,296
EXXON MOBIL CORP COM 1,898 617 48.20 19,266
GENERAL ELECTRIC CO COM 261 261 New 9,982
INTERNATIONAL BUSINESS MACHS COM 435 435 New 2,285
ISHARES EAFE SML CP ETF 2,871 113 4.10 56,118
ISHARES GOV/CRED BD ETF 401 193 92.13 3,541
ISHARES TR CORE HIGH DV ETF 1,739 896 106.34 23,046
ISHARES TR MSCI EAFE ETF 17,273 597 3.58 259,865
ISHARES TR EAFE MIN VOL ETF 347 347 New 5,331
ISHARES TR USA MIN VOL ETF 474 16 3.49 12,511
ISHARES TR CORE US GRW ETF 504 195 63.06 6,669
JOHNSON & JOHNSON COM 2,361 396 20.14 22,898