Asset Planning Corporation Incresed Positions in Q4 2024

Asset Planning Corporation

  • $159 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
201K
+ 1479.86%
$24.06 - $48.88 $4.83M - $9.82M
214K $5.16M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
113K
+ 25.68%
$41.17 - $43.34 $4.65M - $4.89M
552K $22.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
28.4K
+ 291.17%
$80.13 - $83.77 $2.28M - $2.38M
38.2K $3.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.27K
+ 18.64%
$521.84 - $558.82 $1.19M - $1.27M
14.5K $7.79M
DFAI
Dimensional ETF Tr

ETFs
51.2K
+ 14.39%
$29.0 - $31.6 $1.48M - $1.62M
407K $11.9M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
5.27K
+ 9.92%
$104.52 - $115.08 $551K - $607K
58.5K $6.17M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
12K
+ 4.92%
$47.65 - $48.6 $570K - $581K
255K $12.2M
VTV
Vanguard Value ETF

ETFs
3K
+ 7.23%
$168.32 - $181.87 $506K - $546K
44.6K $7.55M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.9K
+ 1.91%
$89.88 - $101.38 $170K - $192K
101K $9.42M
AAPL
Apple Inc.

Technology
200
+ 3.25%
$221.69 - $259.02 $44.3K - $51.8K
6.35K $1.59M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.14K
+ 17.09%
$26.16 - $28.82 $187K - $206K
48.9K $1.28M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.02%
$570.51 - $610.59 $1.14K - $1.22K
8.02K $4.72M
HD
Home Depot, Inc.

Consumer Cyclical
225
+ 30.16%
$385.02 - $431.37 $86.6K - $97.1K
971 $377K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.07%
$280.04 - $302.45 $1.12K - $1.21K
5.46K $1.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.65%
$567.81 - $607.81 $7.38K - $7.9K
2.03K $1.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.29%
$481.22 - $538.17 $962 - $1.08K
686 $350K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
75
+ 0.52%
$84.34 - $95.14 $6.33K - $7.14K
14.5K $1.26M
DFSI
Dimensional ETF Tr Dimen Intl
108
+ 0.51%
N/A
21.3K $0
NSC
Norfolk Southern Corp

Industrials
6
+ 0.68%
$230.6 - $277.0 $1.38K - $1.66K
890 $208K
MSFT
Microsoft Corp

Technology
10
+ 0.31%
$406.35 - $454.46 $4.06K - $4.54K
3.27K $1.38M
XOM
Exxon Mobil Corp

Energy
3
+ 0.04%
$105.51 - $125.37 $317 - $376
7.71K $829K
FNDX
Schwab Fundamental U S Large C

ETFs
35.4K
+ 174.44%
$23.49 - $71.77 $833K - $2.54M
55.8K $1.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
209
+ 0.63%
$75.1 - $82.99 $15.7K - $17.3K
33.6K $2.54M
VHT
Vanguard Health Care ETF

ETFs
1.24K
+ 4.24%
$250.81 - $283.3 $312K - $352K
30.6K $7.75M
VEA
Vanguard Ftse Developed Market

ETFs
520
+ 0.38%
$47.57 - $52.44 $24.7K - $27.3K
138K $6.59M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
110K
+ 133.53%
$26.93 - $84.95 $2.96M - $9.35M
193K $5.26M
Activity Summary
Buys All Purchases 28 New Holdings 1 Increased Positions 27 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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