Asset Planning Corporation Portfolio Holdings by Sector

Asset Planning Corporation

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFCF DFNM DFAI VIOV VOO VHT VTV VEA 27 stocks	$131,658 82.8% of portfolio	19	4	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$17,516 11.02% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$1,682 1.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,589 1.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,583 1.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,377 0.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$829 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$595 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$395 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$384 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$377 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology LDOS 1 stocks	$309 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$297 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$208 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$207 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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