Instuitional Investor - Asset Planning Corporation
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 647,115 | $27,347,096 | 14.55% | |
2. | BRK.A | 41,113 | $19,971,639 | 10.63% | |
3. | Dimensional Etf Trust | 464,628 | $16,522,164 | 8.79% | |
4. | Dimensional Etf Trust | 477,625 | $16,511,489 | 8.79% | |
5. | Vanguard Scottsdale Funds | 130,612 | $10,830,329 | 5.76% |