ASSET PLANNING CORPORATION - Portfolio overview

ASSET PLANNING CORPORATION has 48 reported holdings in this dataset, with the latest filing dated 2025-11-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFCF - DIMENSIONAL ETF TRUST, 13.70%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 9.98%
3. DFAI - DIMENSIONAL ETF TRUST, 8.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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