ASSET PLANNING CORPORATION

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Knoxville, TN
CIK
0000007773
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 41 129,467 DIMENSIONAL ETF TRUST, VEA, VB, BRK-B 13F-HR 1/18/2024 000195175724000072
Q3 2023 41 130,004 DIMENSIONAL ETF TRUST, VEA, VCSH, SCHO 13F-HR 10/16/2023 000195175723000565
Q2 2023 41 131,533 DIMENSIONAL ETF TRUST, VEA, SCHO, VCSH 13F-HR 7/12/2023 000195175723000326
Q1 2023 37 124,460 DIMENSIONAL ETF TRUST, VEA, VCSH, SCHO 13F-HR 4/14/2023 000195175723000161
Q4 2022 38 120,110 DIMENSIONAL ETF TRUST, VEA, VCSH, SCHO 13F-HR 1/27/2023 000195175723000076
Q3 2022 34 106,861 VCSH, VEA, BNDX, SCHO 13F-HR 10/31/2022 000195175722000003
Q2 2022 34 115,104 VCSH, VEA, SCHO, BNDX 13F-HR 7/26/2022 000000777322000003
Q1 2022 34 114,549 VEA, BNDX, VCSH, SCHO 13F-HR 5/13/2022 000000777322000001
Q4 2021 35 116,899 BNDX, VEA, SCHO, VCSH 13F-HR 2/7/2022 000081067222000004
Q3 2021 31 108,040 BNDX, VEA, SCHO, VCSH 13F-HR 11/15/2021 000000777321000006
Q2 2021 31 102,713 BNDX, VEA, VCSH, SCHO 13F-HR 8/16/2021 000000777321000005
Q1 2021 29 96,126 BNDX, VEA, SCHO, VCSH 13F-HR 5/17/2021 000000777321000004
Q4 2020 68 100,755 BNDX, VEA, SCHR, SCHO 13F-HR 2/16/2021 000000777321000002