Asset Planning Corporation Purchases and Sells in Q3 2025

Asset Planning Corporation

$204 Million
Q3 2025

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	26.4K + 20.25%	$81.75 - $84.54 $2.16M - $2.24M	157K $13.2M
DFAI	29.9K + 6.26%	$34.05 - $36.55 $1.02M - $1.09M	508K $18.4M
DFCF	28.2K + 4.35%	$41.8 - $43.15 $1.18M - $1.22M	675K $28.9M
DUHP	12.1K + 2.61%	$35.76 - $37.93 $433K - $460K	477K $18M
VIOV	2.22K + 1.79%	$85.31 - $97.03 $189K - $215K	126K $12M
BRK-B	725 + 1.76%	$459.11 - $506.91 $333K - $368K	41.8K $21M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBR	5.98K New	$65.49 - $82.12 $392K - $491K	5.98K $475K
BAC	5.6K New	$44.92 - $52.42 $252K - $294K	5.6K $288K
DFAT	4.36K New	$53.36 - $59.69 $233K - $260K	4.36K $253K
VUG	448 New	$433.97 - $484.08 $194K - $217K	448 $214K
VANGUARD INSTL INDEX FD	72.6K New	N/A	72.6K $0

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFNM	-2.44K - 1.12%	$47.18 - $48.17 $115K - $117K	215K $10.3M
DFUV	-636 - 2.18%	$41.91 - $44.87 $26.7K - $28.5K	28.5K $1.27M
FNDX	-902 - 2.05%	$24.38 - $26.34 $22K - $23.8K	43.1K $1.13M
O	-377 - 1.22%	$56.13 - $60.79 $21.2K - $22.9K	30.5K $1.85M
EFA	-247 - 0.75%	$87.29 - $93.61 $21.6K - $23.1K	32.9K $3.07M
VB	-327 - 1.46%	$237.58 - $259.17 $77.7K - $84.7K	22.1K $5.62M

Activity Summary All Purchases 28 New Holdings 5 Increased Positions 23 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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