ASSET PLANNING CORPORATION
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationknoxville, TN
- CIK0000007773
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
43 | $169.70 M | DFCF, BRK.B, DFAI, DFNM | 13F-HR | May 12, 2025 | 000195175725000534 | ||
42 | $159.70 M | DFCF, BRK.B, DFNM, DFAI | 13F-HR | Jan 24, 2025 | 000195175725000119 | ||
45 | $153.24 M | DFCF, BRK.B, DFNM, DFAI | 13F-HR | Oct 21, 2024 | 000195175724001080 | ||
39 | $133.67 M | VEA, BRK.B, DFNM, DFCF | 13F-HR | Jul 31, 2024 | 000195175724000579 | ||
41 | $136.97 M | VEA, DFNM, BRK.B, DFCF | 13F-HR | Apr 29, 2024 | 000195175724000386 | ||
41 | $129.47 M | VEA, DFNM, VB, BRK.B | 13F-HR | Jan 18, 2024 | 000195175724000072 | ||
41 | $130.00 M | VEA, DFNM, VCSH, SCHO | 13F-HR | Oct 16, 2023 | 000195175723000565 | ||
41 | $131.53 M | VEA, DFNM, SCHO, VCSH | 13F-HR | Jul 12, 2023 | 000195175723000326 | ||
37 | $124.46 M | DFNM, VEA, VCSH, SCHO | 13F-HR | Apr 14, 2023 | 000195175723000161 | ||
38 | $120.11 M | DFNM, VEA, VCSH, SCHO | 13F-HR | Jan 27, 2023 | 000195175723000076 | ||
34 | $106.86 M | VCSH, VEA, BNDX, SCHO | 13F-HR | Oct 31, 2022 | 000195175722000003 | ||
34 | $115.10 M | VCSH, VEA, SCHO, BNDX | 13F-HR | Jul 27, 2022 | 000000777322000003 | ||
34 | $114.55 M | VEA, BNDX, VCSH, SCHO | 13F-HR | May 13, 2022 | 000000777322000001 | ||
35 | $116.90 M | BNDX, VEA, SCHO, VCSH | 13F-HR | Feb 8, 2022 | 000081067222000004 | ||
31 | $108.04 M | BNDX, VEA, SCHO, VCSH | 13F-HR | Nov 16, 2021 | 000000777321000006 | ||
31 | $102.71 M | BNDX, VEA, VCSH, SCHO | 13F-HR | Aug 16, 2021 | 000000777321000005 | ||
29 | $96.13 M | BNDX, VEA, SCHO, VCSH | 13F-HR | May 17, 2021 | 000000777321000004 | ||
68 | $100.75 M | BNDX, VEA, SCHR, SCHO | 13F-HR | Feb 16, 2021 | 000000777321000002 |