ASSET PLANNING CORPORATION

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    knoxville, TN
  • CIK
    0000007773
  • All SEC filings
Q1 2025
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