The Analysis of ASSET PLANNING CORPORATION's Holdings
Currently, ASSET PLANNING CORPORATION holds 48 types of securities in its portfolio with a total value $210.8M. In the most recent quarter, they have increased their positions in VBIL (+72.6K shares, valued at $5.5M), VCIT (+26.4K shares, valued at $2.2M), DFCF (+28.2K shares, valued at $1.2M); decreased their positions in DFNM (-2.4K shares, valued at $116.8K), VB (-327 shares, valued at $83.2K), VOO (-62 shares, valued at $38.0K); initiated new positions in VBIL (+72.6K shares, valued at $5.5M), SBR (+6.0K shares, valued at $475.3K), BAC (+5.6K shares, valued at $288.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFCF DIMENSIONAL ETF TRUST675.3K shares4.35%2025-09-302025-11-06
BRK.B BERKSHIRE HATHAWAY INC DEL41.8K shares1.76%2025-09-302025-11-06 DFAI DIMENSIONAL ETF TRUST507.5K shares6.26%2025-09-302025-11-06 DUHP DIMENSIONAL ETF TRUST476.8K shares2.61%2025-09-302025-11-06 VCIT VANGUARD SCOTTSDALE FDS157.1K shares20.25%2025-09-302025-11-06 VIOV VANGUARD ADMIRAL FDS INC126.2K shares1.79%2025-09-302025-11-06 DFNM DIMENSIONAL ETF TRUST215.3K shares-1.12%2025-09-302025-11-06 VOO VANGUARD INDEX FDS16.1K shares-0.38%2025-09-302025-11-06 IVOO VANGUARD ADMIRAL FDS INC77.7K shares1.16%2025-09-302025-11-06 VTV VANGUARD INDEX FDS41.8K shares1.02%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS125.6K shares0.13%2025-09-302025-11-06 SCHO SCHWAB STRATEGIC TR294.0K shares10.59%2025-09-302025-11-06 VB VANGUARD INDEX FDS22.1K shares-1.46%2025-09-302025-11-06 VBIL VANGUARD INSTL INDEX FD72.6K sharesnew addition2025-09-302025-11-06 IVV ISHARES TR8.1K shares-0.37%2025-09-302025-11-06 DFAR DIMENSIONAL ETF TRUST223.4K shares3.00%2025-09-302025-11-06 EFA ISHARES TR32.9K shares-0.75%2025-09-302025-11-06 DFEM DIMENSIONAL ETF TRUST78.1K shares24.00%2025-09-302025-11-06 VTI VANGUARD INDEX FDS5.9K shares8.58%2025-09-302025-11-06 O REALTY INCOME CORP30.5K shares-1.22%2025-09-302025-11-06 MSFT MICROSOFT CORP3.4K shares7.58%2025-09-302025-11-06 AAPL APPLE INC6.5K shares6.60%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR2.2K shares0.09%2025-09-302025-11-06 DFUV DIMENSIONAL ETF TRUST28.5K shares-2.18%2025-09-302025-11-06 SLYV SPDR SERIES TRUST14.0K shares0.24%2025-09-302025-11-06 FNDX SCHWAB STRATEGIC TR43.1K shares-2.05%2025-09-302025-11-06 XOM EXXON MOBIL CORP7.7K shares0.03%2025-09-302025-11-06 NVDA NVIDIA CORPORATION3.2K shares0.62%2025-09-302025-11-06 VTES VANGUARD WELLINGTON FD5.2K shares141.63%2025-09-302025-11-06 SO SOUTHERN CO5.4K shares0.00%2025-09-302025-11-06 SBR SABINE RTY TR6.0K sharesnew addition2025-09-302025-11-06 PG PROCTER AND GAMBLE CO3.1K shares0.00%2025-09-302025-11-06 QQQ INVESCO QQQ TR770 shares0.00%2025-09-302025-11-06 HD HOME DEPOT INC966 shares0.00%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR636 shares0.16%2025-09-302025-11-06 KO COCA COLA CO5.3K shares0.00%2025-09-302025-11-06 DFAS DIMENSIONAL ETF TRUST5.1K shares0.00%2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP612 shares0.00%2025-09-302025-11-06 DFSI DIMENSIONAL ETF TRUST7.4K shares0.01%2025-09-302025-11-06 BAC BANK AMERICA CORP5.6K sharesnew addition2025-09-302025-11-06 ACWV ISHARES INC2.4K shares0.00%2025-09-302025-11-06 NSC NORFOLK SOUTHN CORP884 shares0.00%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST4.4K sharesnew addition2025-09-302025-11-06 CATH GLOBAL X FDS3.0K shares0.00%2025-09-302025-11-06 AMGN AMGEN INC858 shares13.19%2025-09-302025-11-06 WMT WALMART INC2.3K shares0.00%2025-09-302025-11-06 AIVI WISDOMTREE TR4.7K shares0.00%2025-09-302025-11-06 VUG VANGUARD INDEX FDS448 sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available