Instuitional Investor - Asset Planning Corporation
Fund Profile
Filing Period:
Fund Name: | Asset Planning Corporation |
Portfolio Value | $169,699,456 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 563,249 | $23,690,266 | 13.96% | |
2. | BRK.A | 38,739 | $20,631,617 | 12.16% | |
3. | Dimensional Etf Trust | 420,290 | $13,125,668 | 7.73% | |
4. | Dimensional Etf Trust | 272,813 | $12,977,714 | 7.65% | |
5. | Vanguard Admiral Fds Inc | 107,862 | $9,051,233 | 5.33% |