Instuitional Investor - Asset Planning Corporation
Fund Profile
Filing Period:
| Fund Name: | Asset Planning Corporation |
| Portfolio Value | $129,467,450 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 311,835 | $14,936,912 | 11.53% | |
| 2. | Dimensional Etf Trust | 247,127 | $11,988,138 | 9.25% | |
| 3. | Vanguard Index Fds | 49,723 | $10,607,374 | 8.19% | |
| 4. | BRK.A | 29,232 | $10,425,886 | 8.05% | |
| 5. | Vanguard World Fund | 34,991 | $8,772,125 | 6.77% |
