AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 38
New Positions 2
Increased Positions 14
Decreased Positions 22
Positions with Activity 36
Sold Out Positions 4
Total Mkt Value (in $ millions) 260

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 0.33%
Energy 0.68%
Financial 77.52%
Healthcare 1.26%
Services 0.1%
Technology 0.41%
Transportation
Utilities 0.12%

38 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
COCA COLA CO COM -224 Sold Out 0
ISHARES GOV/CRED BD ETF -405 Sold Out 0
PFIZER INC COM -216 Sold Out 0
VERIZON COMMUNICATIONS INC COM -244 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 271 271 New 1,774
TRAVELERS COMPANIES INC COM 238 -5 (1.88) 2,248
INTERNATIONAL BUSINESS MACHS COM 356 -4 (1.23) 2,257
CHUBB CORP COM 257 .12 2,485
LILLY ELI & CO COM 300 -5 (1.76) 4,134
ISHARES TR EAFE MIN VOL ETF 329 -3 (0.77) 5,290
APPLE INC COM 699 6 .93 6,209
ADVISORSHARES TR PERITUS HG YLD 263 263 New 6,250
ISHARES TR CORE US GRW ETF 524 New 6,669
PUBLIC SVC ENTERPRISE GROUP COM 315 -57 (15.36) 7,463
AT&T INC COM 253 -3 (1.27) 7,564
MERCK & CO INC NEW COM 535 -40 (6.98) 9,072
PROCTER & GAMBLE CO COM 853 -1 (0.1) 9,268
GENERAL ELECTRIC CO COM 248 -3 (1.05) 9,877
ISHARES TR USA MIN VOL ETF 489 -21 (4.2) 11,986
VANGUARD SCOTTSDALE FDS INT-TERM CORP 1,039 27 2.71 12,078


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