Asset Planning,Inc
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Cypress, CA
CIK
0002048547
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
306
127,465
AMZN, TDG, LLY, AAPL
13F-HR
5/8/2025
000204854725000002
Q4 2024
317
131,326
AMZN, TDG, LLY, AAPL
13F-HR
1/30/2025
000204854725000001