$103 Million is the total value of ASSET PLANNING CORPORATION's 31 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX-MANAGED FDS | 12 | Q3 2023 | 12.8% |
VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 12.7% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 10.2% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 8.6% |
VANGUARD ADMIRAL FDS INC | 12 | Q3 2023 | 6.2% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 6.4% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 6.6% |
ISHARES TR | 12 | Q3 2023 | 4.5% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 8.0% |
ISHARES TR | 12 | Q3 2023 | 3.4% |
View ASSET PLANNING CORPORATION's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-08 |
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.