§ 13F · FUND PROFILE
ASSET PLANNING CORPORATION.
AUM · $211M (13F)Positions · 48Turnover · n/a · Q3Filed · Nov 6, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 6, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | 675K | $29M | 13.7% | +4% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 42K | $21M | 10.0% | +2% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 508K | $18M | 8.8% | +6% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 477K | $18M | 8.5% | +3% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 157K | $13M | 6.3% | +20% |
| 6 | VIOV | VANGUARD ADMIRAL FDS INC | 126K | $12M | 5.7% | +2% |
| 7 | DFNM | DIMENSIONAL ETF TRUST | 215K | $10M | 4.9% | −1% |
| 8 | VOO | VANGUARD INDEX FDS | 16K | $10M | 4.7% | ±0% |
| 9 | IVOO | VANGUARD ADMIRAL FDS INC | 78K | $9M | 4.1% | +1% |
| 10 | VTV | VANGUARD INDEX FDS | 42K | $8M | 3.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASSET SIGNAL
AC read
ASSET PLANNING CORPORATION is a Other fund managing $211 million in assets. The fund runs a portfolio of 48 positions.
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