Asset Planning Corporation Purchases in Q1 2025

Asset Planning Corporation

  • $168 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
96
+ 0.25%
$442.66 - $534.52 $42.5K - $51.3K
38.7K $20.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
34.1K
+ 89.24%
$79.17 - $82.04 $2.7M - $2.8M
72.3K $5.91M
DFAI
Dimensional ETF Tr

ETFs
13.7K
+ 3.36%
$28.88 - $32.4 $394K - $442K
420K $13.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.1K
+ 2.01%
$40.79 - $42.32 $452K - $469K
563K $23.7M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
17.9K
+ 7.0%
$47.35 - $48.24 $845K - $861K
273K $13M
SCHO
Schwab Short Term Us Treasury

ETFs
23.5K
+ 10.94%
$24.1 - $24.34 $565K - $571K
238K $5.79M
PG
Procter & Gamble CO

Consumer Defensive
3.09K
New
$158.56 - $176.26 $490K - $545K
3.09K $526K
VTV
Vanguard Value ETF

ETFs
985
+ 2.21%
$167.73 - $179.21 $165K - $177K
45.6K $7.87M
AMGN
Amgen Inc

Healthcare
758
New
$258.59 - $327.36 $196K - $248K
758 $236K
AIVI
Kemiao Garment Holding Group

ETFs
4.7K
New
$38.61 - $44.96 $181K - $211K
4.7K $205K
XOM
Exxon Mobil Corp

Energy
2
+ 0.03%
$105.44 - $118.93 $211 - $238
7.71K $916K
SPY
Spdr S&P 500 ETF Trust

ETFs
197
+ 9.73%
$551.42 - $612.93 $109K - $121K
2.22K $1.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
807
+ 5.58%
$507.05 - $563.67 $409K - $455K
15.3K $7.85M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
109
+ 20.76%
$522.96 - $601.18 $57K - $65.5K
634 $338K
QQQ
Invesco Qqq Trust, Series 1

ETFs
88
+ 12.83%
$468.34 - $539.52 $41.2K - $47.5K
774 $362K
DFSI
Dimensional ETF Tr Dimen Intl
14.4K
+ 67.73%
N/A
35.8K $0
NVDA
Nvidia Corp

Technology
166
+ 5.64%
$106.98 - $149.43 $17.8K - $24.8K
3.11K $336K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.07%
$271.18 - $303.12 $1.08K - $1.21K
5.47K $1.5M
IVV
Ishares Core S&P 500 ETF

ETFs
125
+ 1.56%
$554.06 - $615.85 $69.3K - $77K
8.15K $4.58M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.83K
+ 3.13%
$96.85 - $111.39 $177K - $204K
60.3K $5.95M
VB
Vanguard Small Cap ETF

ETFs
685
+ 3.11%
$217.89 - $252.64 $149K - $173K
22.7K $5.04M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
6.89K
+ 6.83%
$82.81 - $96.53 $571K - $665K
108K $9.05M
Activity Summary
Buys All Purchases 23 New Holdings 3 Increased Positions 20 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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