Notify me when ASSET PLANNING CORPORATION files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 48 | $210,831,737 | +$14,507,955 | -$356,156 | +$14,151,799 | DFCF, BRKB, DFAI, DUHP, VCIT | 13F-HR | 06 Nov 2025, 16:26 |
| Q2 2025 | 43 | $187,946,884 | +$33,079,723 | -$19,179,529 | +$13,900,194 | DFCF, BRKB, DUHP, DFAI, VCIT | 13F-HR | 23 Jul 2025, 10:08 |
| Q1 2025 | 43 | $169,699,456 | +$8,542,331 | -$1,571,836 | +$6,970,495 | DFCF, BRKB, DFAI, DFNM, VIOV | 13F-HR | 12 May 2025, 10:21 |
| Q4 2024 | 42 | $159,700,172 | +$21,473,591 | -$3,712,632 | +$17,760,959 | DFCF, BRKB, DFNM, DFAI, VIOV | 13F-HR | 24 Jan 2025, 12:17 |
| Q3 2024 | 45 | $153,238,856 | +$21,117,930 | -$11,872,814 | +$9,245,116 | DFCF, BRKB, DFNM, DFAI, VIOV | 13F-HR | 21 Oct 2024, 09:08 |
| Q2 2024 | 39 | $133,667,958 | +$5,858,908 | -$7,304,880 | -$1,445,972 | VEA, BRKB, DFNM, DFCF, VIOV | 13F-HR | 31 Jul 2024, 15:27 |
| Q1 2024 | 41 | $136,967,457 | +$10,177,004 | -$9,567,126 | +$609,878 | VEA, DFNM, BRKB, DFCF, VIOV | 13F-HR | 29 Apr 2024, 10:05 |
| Q4 2023 | 41 | $129,467,450 | +$10,213,014 | -$21,017,026 | -$10,804,012 | VEA, DFNM, VB, BRKB, VHT | 13F-HR | 18 Jan 2024, 10:00 |
| Q3 2023 | 41 | $130,004,025 | +$4,172,978 | -$1,256,501 | +$2,916,477 | VEA, DFNM, VCSH, SCHO, VB | 13F-HR | 16 Oct 2023, 08:41 |
| Q2 2023 | 41 | $131,533,539 | +$8,618,677 | -$4,223,921 | +$4,394,756 | VEA, DFNM, SCHO, VCSH, VB | 13F-HR | 12 Jul 2023, 16:46 |
| Q1 2023 | 37 | $124,460,443 | +$7,998,537 | -$3,072,165 | +$4,926,372 | DFNM, VEA, VCSH, SCHO, VB | 13F-HR | 14 Apr 2023, 09:31 |
| Q4 2022 | 38 | $120,110,516 | +$17,863,589 | -$12,703,787 | +$5,159,802 | DFNM, VEA, VCSH, SCHO, VB | 13F-HR | 27 Jan 2023, 09:05 |
| Q3 2022 | 34 | $106,861,000 | +$2,130,613 | -$3,926,867 | -$1,796,254 | VCSH, VEA, BNDX, SCHO, VB | 13F-HR | 31 Oct 2022, 16:48 |
| Q2 2022 | 34 | $115,104,000 | +$15,412,084 | -$2,840,144 | +$12,571,940 | VCSH, VEA, SCHO, BNDX, VB | 13F-HR | 26 Jul 2022, 19:18 |
| Q1 2022 | 34 | $114,549,000 | +$9,141,539 | -$6,787,998 | +$2,353,541 | VEA, BNDX, VCSH, SCHO, VB | 13F-HR | 13 May 2022, 11:38 |
| Q4 2021 | 35 | $116,899,000 | +$5,690,274 | -$583,602 | +$5,106,672 | BNDX, VEA, SCHO, VCSH, VB | 13F-HR | 07 Feb 2022, 20:49 |
| Q3 2021 | 31 | $108,040,000 | +$7,290,449 | -$862,013 | +$6,428,436 | BNDX, VEA, SCHO, VCSH, VB | 13F-HR | 15 Nov 2021, 20:36 |
| Q2 2021 | 31 | $102,713,000 | +$3,197,233 | -$665,447 | +$2,531,786 | BNDX, VEA, VCSH, SCHO, VB | 13F-HR | 16 Aug 2021, 12:42 |
| Q1 2021 | 29 | $96,126,000 | +$8,797,369 | -$18,015,383 | -$9,218,014 | BNDX, VEA, SCHO, VCSH, VB | 13F-HR | 17 May 2021, 14:52 |
| Q4 2020 | 68 | $100,755,000 | $0 | $0 | $0 | BNDX, VEA, SCHR, SCHO, VB | 13F-HR | 16 Feb 2021, 08:03 |