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CIK: 0000007773
Total reported value
$210.8M
$210.8M
43 檔
37.7%
At the close of Q1 2025, Asset Planning Corporation disclosed equity holdings valued at approximately $210.8M, spread across 43 reported holdings.
In Q1 2025, Asset Planning Corporation displayed an active expansion posture, initiating 43 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 13.96% | -0.26% | +2.01% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.16% | -2.18% | +0.25% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 7.73% | +1.02% | +3.36% | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.65% | -2.75% | +7.00% | |
| 5 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 5.33% | +0.37% | +6.83% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-Other | 4.74% | -4.74% | EXIT | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 4.64% | -0.94% | +2.21% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.63% | +0.05% | +5.58% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.97% | -0.40% | -3.81% | |
| 10 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.51% | +0.56% | +3.13% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.48% | +2.79% | +89.24% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.41% | -0.01% | +10.94% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.04% | -0.51% | -3.21% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.03% | -3.03% | EXIT | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 2.97% | -0.30% | +3.10% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | -0.14% | +1.56% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.61% | -0.15% | -0.37% | |
| 18 | O | Realty Income CORP | Stock-Real Estate | 1.07% | -0.19% | -1.06% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | +0.03% | +0.07% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.84% | +0.35% | +9.65% | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.82% | -0.22% | -2.27% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.79% | -0.01% | -4.60% | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.77% | -0.23% | -0.35% | |
| 24 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.74% | -0.60% | +67.73% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | -0.03% | +9.73% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | +0.14% | -2.69% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.65% | -0.06% | -2.74% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.13% | +0.03% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.39% | -0.15% | — | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.08% | — | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | -0.09% | -0.65% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | +0.01% | +12.83% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | -0.02% | -0.51% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.20% | -0.02% | +20.76% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.09% | +5.64% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.18% | -0.02% | — | |
| 37 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.16% | -0.03% | — | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.16% | -0.02% | — | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.14% | — | — | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.12% | +0.01% | -0.67% | |
| 41 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.12% | -0.12% | EXIT | |
| 42 | AIVI | Wisdomtree International Ai | ETF-Other | 0.12% | -0.01% | — | |
| 43 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.12% | — | — |
According to official SEC Form 13F filings, Asset Planning Corporation reported a total U.S. public equity portfolio value of $210.8M across 43 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFCF, BRK-B, DFAI) accounted for 37.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFCF
市值: $23.7M
During Q1 2025, Asset Planning Corporation's top holdings by market value included DFCF (14.0%)、BRK-B (12.2%)、DFAI (7.7%). The largest single position, DFCF, represented 14.0% of total portfolio value.
In Q1 2025, Asset Planning Corporation made 43 total portfolio adjustments, initiating 43 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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