Filling information for ASSET PLANNING CORPORATION as Treemap, investor disclosed 41 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 031162100 | 031162100 | AMGEN INC | COM | 268201 | 1208 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 5606275 | 13765 | |
| 037833100 | 037833100 | APPLE INC | COM | 1130662 | 5829 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 277782 | 5069 | |
| 25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1514410 | 43896 | |
| 25434V732 | 25434V732 | DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 244667 | 10173 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 10389959 | 216187 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 7988540 | 56218 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 231286 | 626 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 256638 | 2575 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 13361380 | 289333 | |
| 25434V872 | 25434V872 | DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 4269416 | 102310 | |
| 921932778 | 921932778 | VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 7582737 | 92338 | |
| 25434V823 | 25434V823 | DIMENSIONAL ETF TRUST | US REAL ESTATE E | 6168375 | 286635 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 799844 | 9572 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 6594783 | 90812 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 1150054 | 3377 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 242510 | 506 | |
| 75886F107 | 75886F107 | REGENERON PHARMACEUTICALS | COM | 201192 | 280 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 458829 | 2825 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 6299293 | 18473 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 266173 | 4420 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 3449447 | 47579 | |
| 655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 200456 | 884 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 3664935 | 8223 | |
| 78464A300 | 78464A300 | SPDR SER TR | S&P 600 SMCP VAL | 1127588 | 14608 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1361463 | 6181 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 855855 | 7980 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 909933 | 2053 | |
| 670346105 | 670346105 | NUCOR CORP | COM | 511642 | 3120 | |
| 464286525 | 464286525 | ISHARES INC | MSCI GBL MIN VOL | 232587 | 2372 | |
| 808524771 | 808524771 | SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 1502115 | 26092 | |
| 808524854 | 808524854 | SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 292488 | 5935 | |
| 756109104 | 756109104 | REALTY INCOME CORP | COM | 689184 | 11527 | |
| 66538H419 | 66538H419 | NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 247431 | 8902 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 243542 | 784 | |
| 25434V849 | 25434V849 | DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 13049302 | 273972 | |
| 37954Y889 | 37954Y889 | GLOBAL X FDS | S&P 500 CATHOLIC | 212589 | 3905 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 9430217 | 47414 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 10128526 | 133869 | |
| 92204A504 | 92204A504 | VANGUARD WORLD FDS | HEALTH CAR ETF | 8121233 | 33170 |