SEC Form 13F

ASSET PLANNING CORPORATION 13F Holdings

Report period2025-09-30
Publicly available2025-11-07
Reported value$210,831,737
Positions48

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFCFCORE FIXED INCOM$28,874,740675,275
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$21,033,82041,838
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$18,447,996507,510
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROFITAB$18,006,865476,750
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$13,210,326157,060
VANGUARD ADMIRAL FDS INCVIOVSMLCP 600 VAL$12,013,391126,165
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$10,327,748215,251
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$9,872,54616,122
VANGUARD ADMIRAL FDS INCIVOOMIDCP 400 IDX$8,573,63077,674
VANGUARD INDEX FDSVTVVALUE ETF$7,791,61341,780

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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