$208 Million is the total value of Asset Planning Services, Ltd.'s 70 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
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.