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) 266

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 0.63%
Financial 77.23%
Healthcare 1.35%
Services 0.1%
Technology 0.44%
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 ▲
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2014 -941 Sold Out 0
ISHARES TR CORE S&P500 ETF 354 354 New 1,674
BERKSHIRE HATHAWAY INC DEL CL B NEW 257 New 1,774
SPDR SERIES TRUST S&P 500 GROWTH 226 226 New 2,249
TRAVELERS COMPANIES INC COM 240 .04 2,249
INTERNATIONAL BUSINESS MACHS COM 360 1 .18 2,261
CHUBB CORP COM 234 -15 (5.92) 2,338
ISHARES TR CORE US AGGBD ET 310 310 New 2,805
BRISTOL MYERS SQUIBB CO COM 232 232 New 3,537
LILLY ELI & CO COM 292 .07 4,137
ISHARES TR CORE MSCI EAFE 270 270 New 4,591
ISHARES TR EAFE MIN VOL ETF 365 17 4.90 5,549
APPLE INC COM 795 -3 (0.35) 6,187
ADVISORSHARES TR PERITUS HG YLD 266 New 6,250
ISHARES TR CORE US GRW ETF 531 -18 (3.21) 6,455
PFIZER INC COM 227 227 New 6,562
PUBLIC SVC ENTERPRISE GROUP COM 311 3 .98 7,536
AT&T INC COM 262 5 1.90 7,708
MERCK & CO INC NEW COM 525 .06 9,077
PROCTER & GAMBLE CO COM 787 6 .72 9,335


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