§ 13F · FUND PROFILE
ASSET PLANNING CORPORATION.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $187.9T (13F)Positions · 43Turnover · — · Q3Filed · Nov 6, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 6, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | 675K | $28.9T | 13.7% | — |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 42K | $21.0T | 10.0% | — |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 508K | $18.4T | 8.8% | — |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 477K | $18.0T | 8.5% | — |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 157K | $13.2T | 6.3% | — |
| 6 | VIOV | VANGUARD ADMIRAL FDS INC | 126K | $12.0T | 5.7% | — |
| 7 | DFNM | DIMENSIONAL ETF TRUST | 215K | $10.3T | 4.9% | — |
| 8 | VOO | VANGUARD INDEX FDS | 16K | $9.9T | 4.7% | — |
| 9 | IVOO | VANGUARD ADMIRAL FDS INC | 78K | $8.6T | 4.1% | — |
| 10 | VTV | VANGUARD INDEX FDS | 42K | $7.8T | 3.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASSET SIGNAL
AC read
ASSET PLANNING CORPORATION is a Other fund managing $187946.9 trillion in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed