ASSET PLANNING CORPORATION

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$153M
Signature - Title
Suzanne Hornick - Chief Compliance Officer
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by ASSET PLANNING CORPORATION. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ASSET PLANNING CORPORATION reported 45 stock holdings with total value $153M as of Q3 2024. Top holdings included DFCF, BRKB, DFNM, DFAI, and VIOV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 45 $153M +$21.1M -$11.9M +$9.25M DFCF, BRKB, DFNM, DFAI, VIOV 13F-HR 10/21/2024, 09:08 AM
Q2 2024 39 $134M +$5.86M -$7.3M -$1.45M VEA, BRKB, DFNM, DFCF, VIOV 13F-HR 7/31/2024, 03:27 PM
Q1 2024 41 $137M +$10.2M -$9.57M +$610K VEA, DFNM, BRKB, DFCF, VIOV 13F-HR 4/29/2024, 10:05 AM
Q4 2023 41 $129M +$10.2M -$21M -$10.8M VEA, DFNM, VB, BRKB, VHT 13F-HR 1/18/2024, 10:00 AM
Q3 2023 41 $130M +$4.17M -$1.26M +$2.92M VEA, DFNM, VCSH, SCHO, VB 13F-HR 10/16/2023, 08:41 AM
Q2 2023 41 $132M +$8.62M -$4.22M +$4.39M VEA, DFNM, SCHO, VCSH, VB 13F-HR 7/12/2023, 04:46 PM
Q1 2023 37 $124M +$8M -$3.07M +$4.93M DFNM, VEA, VCSH, SCHO, VB 13F-HR 4/14/2023, 09:31 AM
Q4 2022 38 $120M +$17.9M -$12.7M +$5.16M DFNM, VEA, VCSH, SCHO, VB 13F-HR 1/27/2023, 09:05 AM
Q3 2022 34 $107M +$2.13M -$3.93M -$1.8M VCSH, VEA, BNDX, SCHO, VB 13F-HR 10/31/2022, 04:48 PM
Q2 2022 34 $115M +$15.4M -$2.84M +$12.6M VCSH, VEA, SCHO, BNDX, VB 13F-HR 7/26/2022, 07:18 PM
Q1 2022 34 $115M +$9.14M -$6.79M +$2.35M VEA, BNDX, VCSH, SCHO, VB 13F-HR 5/13/2022, 11:38 AM
Q4 2021 35 $117M +$5.69M -$584K +$5.11M BNDX, VEA, SCHO, VCSH, VB 13F-HR 2/7/2022, 08:49 PM
Q3 2021 31 $108M +$7.29M -$862K +$6.43M BNDX, VEA, SCHO, VCSH, VB 13F-HR 11/15/2021, 08:36 PM
Q2 2021 31 $103M +$3.2M -$665K +$2.53M BNDX, VEA, VCSH, SCHO, VB 13F-HR 8/16/2021, 12:42 PM
Q1 2021 29 $96.1M +$8.8M -$18M -$9.22M BNDX, VEA, SCHO, VCSH, VB 13F-HR 5/17/2021, 02:52 PM
Q4 2020 68 $101M $0 $0 BNDX, VEA, SCHR, SCHO, VB 13F-HR 2/16/2021, 08:03 AM