$231 Million is the total value of Asset Planning Services, Ltd.'s 81 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IGIB | New | ISHARES TR | $958,000 | – | 15,759 | +100.0% | 0.42% | – |
VPU | New | VANGUARD WORLD FDSutilities etf | $247,000 | – | 1,913 | +100.0% | 0.11% | – |
NKE | New | NIKE INCcl b | $229,000 | – | 1,822 | +100.0% | 0.10% | – |
TSLA | New | TESLA INC | $219,000 | – | 510 | +100.0% | 0.10% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $203,000 | – | 1,125 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 27 | Q4 2021 | 19.1% |
VANGUARD INDEX FDS | 27 | Q4 2021 | 12.2% |
SPDR SER TR | 27 | Q4 2021 | 12.0% |
MERCK & CO INC NEW | 27 | Q4 2021 | 12.4% |
VANGUARD INDEX FDS | 27 | Q4 2021 | 7.7% |
VANGUARD INDEX FDS | 27 | Q4 2021 | 5.2% |
VANGUARD INDEX FDS | 27 | Q4 2021 | 5.1% |
VANGUARD SCOTTSDALE FDS | 27 | Q4 2021 | 5.8% |
ISHARES TR | 27 | Q4 2021 | 4.6% |
VANGUARD STAR FDS | 27 | Q4 2021 | 3.3% |
View Asset Planning Services, Ltd.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-02-14 |
13F-HR | 2021-11-10 |
13F-HR | 2021-08-12 |
13F-HR | 2021-05-11 |
13F-HR | 2021-02-09 |
13F-HR | 2020-11-10 |
13F-HR | 2020-08-13 |
13F-HR | 2020-05-14 |
13F-HR | 2020-02-12 |
13F-HR/A | 2020-01-22 |
View Asset Planning Services, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.