Asset Planning Corporation Incresed Positions in Q3 2025

Asset Planning Corporation

  • $204 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
26.4K
+ 20.25%
$81.75 - $84.54 $2.16M - $2.24M
157K $13.2M
DFAI
Dimensional ETF Tr

ETFs
29.9K
+ 6.26%
$34.05 - $36.55 $1.02M - $1.09M
508K $18.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
28.2K
+ 4.35%
$41.8 - $43.15 $1.18M - $1.22M
675K $28.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
12.1K
+ 2.61%
$35.76 - $37.93 $433K - $460K
477K $18M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.22K
+ 1.79%
$85.31 - $97.03 $189K - $215K
126K $12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
725
+ 1.76%
$459.11 - $506.91 $333K - $368K
41.8K $21M
SCHO
Schwab Short Term Us Treasury

ETFs
28.2K
+ 10.59%
$24.23 - $24.42 $682K - $688K
294K $7.17M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
15.1K
+ 24.0%
$29.55 - $32.52 $446K - $491K
78.1K $2.5M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
889
+ 1.16%
$105.03 - $112.54 $93.4K - $100K
77.7K $8.57M
VTV
Vanguard Value ETF

ETFs
420
+ 1.02%
$175.51 - $186.57 $73.7K - $78.4K
41.8K $7.79M
VEA
Vanguard Ftse Developed Market

ETFs
169
+ 0.13%
$56.02 - $60.3 $9.47K - $10.2K
126K $7.53M
VTI
Vanguard Total Stock Market Et

ETFs
466
+ 8.58%
$303.93 - $329.86 $142K - $154K
5.9K $1.94M
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.51K
+ 3.0%
$22.9 - $24.1 $149K - $157K
223K $5.33M
MSFT
Microsoft Corp

Technology
241
+ 7.58%
$491.09 - $535.64 $118K - $129K
3.42K $1.77M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
33
+ 0.24%
$79.39 - $90.39 $2.62K - $2.98K
14K $1.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.09%
$617.65 - $666.84 $1.24K - $1.33K
2.2K $1.46M
NVDA
Nvidia Corp

Technology
20
+ 0.62%
$153.3 - $186.58 $3.07K - $3.73K
3.22K $601K
XOM
Exxon Mobil Corp

Energy
2
+ 0.03%
$105.83 - $117.22 $212 - $234
7.71K $869K
AMGN
Amgen Inc

Healthcare
100
+ 13.19%
$271.18 - $309.22 $27.1K - $30.9K
858 $242K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.16%
$567.09 - $607.37 $567 - $607
636 $379K
DFSI
Dimensional ETF Tr Dimen Intl
1
+ 0.01%
N/A
7.4K $0
Vanguard Wellington Fd
3.02K
+ 141.63%
N/A
5.15K $0
Activity Summary
Buys All Purchases 28 New Holdings 5 Increased Positions 23 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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