| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 15 | Q2 2024 | 12.8% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 12.7% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 10.2% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 8.6% |
| VANGUARD ADMIRAL FDS INC | 15 | Q2 2024 | 6.8% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 6.6% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 6.4% |
| ISHARES TR | 15 | Q2 2024 | 4.5% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 11.3% |
| ISHARES TR | 15 | Q2 2024 | 3.4% |
View ASSET PLANNING CORPORATION's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-27 |
View ASSET PLANNING CORPORATION'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.