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) 269

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 76.92%
Healthcare 1.35%
Services 0.18%
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
ISHARES TR CORE S&P TTL STK -1,377 Sold Out 0
ISHARES TR CORE US AGGBD ET -308 Sold Out 0
TRAVELERS COMPANIES INC COM -231 Sold Out 0
VALLEY NATL BANCORP COM 158 158 New 16,240
MCDONALDS CORP COM 205 205 New 2,068
PEPSICO INC COM 208 208 New 2,158
SPDR S&P 500 ETF TR TR UNIT 222 222 New 1,044
BRISTOL MYERS SQUIBB CO COM 226 -15 (6.28) 3,315
PFIZER INC COM 229 4 2.00 6,693
SPDR SERIES TRUST S&P 500 GROWTH 230 1 .36 2,257
CHUBB CORP COM 230 .09 2,340
BERKSHIRE HATHAWAY INC DEL CL B NEW 268 11 4.45 1,853
AT&T INC COM 269 2 .57 7,752
GENERAL ELECTRIC CO COM 284 7 2.60 10,270
LILLY ELI & CO COM 308 .07 4,140
PUBLIC SVC ENTERPRISE GROUP COM 333 3 .88 7,602
ADVISORSHARES TR PERITUS HG YLD 339 79 30.46 8,154
PIMCO ETF TR 0-5 HIGH YIELD 355 355 New 3,477
INTERNATIONAL BUSINESS MACHS COM 390 1 .13 2,264
ISHARES TR EAFE MIN VOL ETF 395 11 2.87 5,708