Quick Takeaways
- Asset Planning Services, Ltd. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2021.
- Latest reported holdings value: $216,312,000.
- Info
- Portfolio
13F Filings History of Asset Planning Services, Ltd.
- Latest 13F report
- Q4 2021 - 14 Feb 2022
- Value $
- $216,312,000
- Signature - Title
- Richard Volpe - President
- Location
- Harleysville, PA
- Summary
- This page shows a list of all the recent 13F filings made by Asset Planning Services, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Asset Planning Services, Ltd. reported 73 stock holdings with total value $216,312,000 as of Q4 2021. Top holdings included IVV, VOO, VCSH, VUG, and VO.
Follow Filing Activity
Follow Asset Planning Services, Ltd. and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 14 Feb 2022, 16:22.
- Reported value moved from $208,220,000 to $216,312,000.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2021 | 73 | $216,312,000 | +$3,836,511 | -$8,387,425 | -$4,550,914 | IVV, VOO, VCSH, VUG, VO | 13F-HR | 14 Feb 2022, 16:22 |
| Q3 2021 | 72 | $208,220,000 | +$6,449,063 | -$4,825,496 | +$1,623,567 | IVV, VOO, VCSH, VUG, VO | 13F-HR | 10 Nov 2021, 13:50 |
| Q2 2021 | 73 | $208,082,000 | +$4,897,858 | -$25,590,934 | -$20,693,076 | IVV, VOO, VCSH, VUG, VO | 13F-HR | 12 Aug 2021, 15:50 |
| Q1 2021 | 74 | $217,106,000 | +$7,993,698 | -$9,650,569 | -$1,656,871 | IVV, VOO, VCSH, VO, VUG | 13F-HR | 11 May 2021, 17:08 |
| Q4 2020 | 70 | $208,365,000 | +$804,799 | -$48,384,109 | -$47,579,310 | IVV, VOO, VUG, VCSH, MRK | 13F-HR | 09 Feb 2021, 09:53 |
| Q3 2020 | 81 | $230,967,000 | +$6,216,670 | -$18,833,914 | -$12,617,244 | IVV, VOO, MRK, SPSB, VCSH | 13F-HR | 10 Nov 2020, 15:03 |
| Q2 2020 | 79 | $231,534,000 | +$6,734,705 | -$6,752,753 | -$18,048 | IVV, VOO, SPSB, VUG, VCSH | 13F-HR | 13 Aug 2020, 14:17 |
| Q1 2020 | 75 | $202,049,000 | +$9,536,585 | -$2,589,896 | +$6,946,689 | IVV, SPSB, VOO, MRK, VCSH | 13F-HR | 14 May 2020, 11:02 |
| Q4 2019 | 76 | $241,546,000 | +$6,875,028 | -$13,475,283 | -$6,600,255 | IVV, SPSB, VOO, MRK, VCSH | 13F-HR | 12 Feb 2020, 09:55 |
| Q3 2019 | 267 | $230,729,000 | +$5,344,699 | -$2,621,294 | +$2,723,405 | IVV, SPSB, VOO, MRK, VCSH | 13F-HR | 08 Nov 2019, 12:19 |
| Q2 2019 | 259 | $227,062,000 | +$7,339,527 | -$1,273,613 | +$6,065,914 | IVV, SPSB, VOO, MRK, VUG | 13F-HR | 17 Jul 2019, 16:12 |
| Q1 2019 | 63 | $4,152,000 | $0 | $0 | $0 | SCHD, EUMV, XLK, VGK, SCHV | New Holdings | 22 Jan 2020, 13:32 |
| Q1 2019 | 257 | $215,679,000 | +$11,262,064 | -$13,234,719 | -$1,972,655 | IVV, SPSB, VOO, MRK, VUG | Restatement | 22 Jan 2020, 13:23 |
| Q4 2018 | 64 | $2,981,000 | $0 | $0 | $0 | EUMV, EZU, SCHV, VGK, XLK | New Holdings | 22 Jan 2020, 13:11 |
| Q4 2018 | 261 | $197,439,000 | +$8,909,671 | -$5,175,244 | +$3,734,427 | IVV, MRK, SPSB, VOO, VUG | Restatement | 22 Jan 2020, 12:58 |
| Q3 2018 | 262 | $210,433,000 | +$7,375,126 | -$6,997,533 | +$377,593 | IVV, MRK, VOO, SPSB, VUG | 13F-HR | 09 Nov 2018, 13:38 |
| Q2 2018 | 264 | $204,415,000 | +$12,961,191 | -$7,854,347 | +$5,106,844 | IVV, VOO, MRK, SPSB, VUG | 13F-HR | 01 Aug 2018, 10:28 |
| Q1 2018 | 267 | $194,578,000 | +$8,404,288 | -$4,838,708 | +$3,565,580 | IVV, MRK, VOO, SPSB, VUG | 13F-HR | 04 May 2018, 11:22 |
| Q4 2017 | 270 | $193,676,000 | +$11,011,818 | -$2,865,930 | +$8,145,888 | IVV, MRK, VOO, SPSB, VUG | 13F-HR | 01 Feb 2018, 11:24 |
| Q3 2017 | 297 | $181,035,000 | +$21,004,376 | -$1,516,168 | +$19,488,208 | IVV, MRK, VOO, SPSB, VUG | 13F-HR | 30 Nov 2017, 14:26 |
| Q2 2017 | 295 | $156,334,000 | +$7,737,640 | -$3,501,188 | +$4,236,452 | IVV, VOO, SPSB, MRK, VUG | 13F-HR | 03 Aug 2017, 11:44 |
| Q1 2017 | 281 | $148,683,000 | +$18,474,595 | -$1,780,460 | +$16,694,135 | IVV, VOO, MRK, SPSB, VUG | 13F-HR | 18 Apr 2017, 12:20 |
| Q4 2016 | 275 | $126,533,000 | +$6,332,266 | -$2,319,254 | +$4,013,012 | IVV, VOO, SPSB, VUG, MRK | 13F-HR | 24 Jan 2017, 14:38 |
| Q3 2016 | 269 | $120,191,000 | +$4,396,709 | -$3,913,856 | +$482,853 | IVV, VOO, SPSB, VUG, MRK | 13F-HR | 13 Jan 2017, 14:46 |
| Q2 2016 | 286 | $115,347,000 | +$4,902,029 | -$2,203,254 | +$2,698,775 | IVV, VOO, SPSB, VUG, MRK | 13F-HR | 13 Jan 2017, 14:42 |
| Q1 2016 | 260 | $110,234,000 | +$7,297,498 | -$2,045,943 | +$5,251,555 | IVV, SPSB, VUG, VOO, MRK | 13F-HR | 13 Jan 2017, 14:37 |
| Q4 2015 | 234 | $103,648,000 | +$4,207,178 | -$3,509,207 | +$697,971 | IVV, SPSB, VUG, VOO, MRK | 13F-HR | 13 Jan 2017, 14:33 |
| Q3 2015 | 230 | $99,089,000 | +$7,463,551 | -$4,080,005 | +$3,383,546 | IVV, SPSB, VUG, VOO, MRK | 13F-HR | 13 Jan 2017, 14:24 |
| Q2 2015 | 240 | $103,693,000 | $0 | $0 | $0 | IVV, MRK, SPSB, VUG, VOO | 13F-HR | 13 Jan 2017, 14:20 |