0000007773-21-000002.txt : 20210216 0000007773-21-000002.hdr.sgml : 20210216 20210216080303 ACCESSION NUMBER: 0000007773-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ASSET PLANNING CORPORATION CENTRAL INDEX KEY: 0000007773 IRS NUMBER: 620941756 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20841 FILM NUMBER: 21632655 BUSINESS ADDRESS: STREET 1: 238 S. PETERS RD STREET 2: BLDG A CITY: KNOXVILLE STATE: TN ZIP: 37923 BUSINESS PHONE: 865-690-1231 MAIL ADDRESS: STREET 1: 238 S.PETERS RD. BLDG. A CITY: KNOXVILLE STATE: TN ZIP: 37923 FORMER COMPANY: FORMER CONFORMED NAME: ASSET PLANNING CORP DATE OF NAME CHANGE: 20020301 FORMER COMPANY: FORMER CONFORMED NAME: ASSET PLANNING CORP /TN/ /BD DATE OF NAME CHANGE: 19930401 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000007773 XXXXXXXX 12-31-2020 12-31-2020 ASSET PLANNING CORPORATION

238 S.PETERS RD. BLDG. A KNOXVILLE TN 37923

13F HOLDINGS REPORT 028-20841 N Joseph Ottaviano 865-690-1231 Joseph Ottaviano Knoxville TN 02-16-2021 0 68 100755 false INFORMATION TABLE 2 13F_APC_Q42020.xml Lowe'S Companies Inc COM 548661107 20 123 SH SOLE 0 0 123 International Business Machines Corp COM 459200101 20 160 SH SOLE 0 0 160 iShares S&P Small-Cap 600 Value ETF 464287879 21 254 SH SOLE 0 0 254 Schwab US Large Cap ETF 808524300 21 166 SH SOLE 0 0 166 NVIDIA Corp COM 67066G104 22 42 SH SOLE 0 0 42 Alphabet Inc A A SHARES 02079K305 23 13 SH SOLE 0 0 13 Lam Research Corp COM 512807108 23 49 SH SOLE 0 0 49 Johnson & Johnson COM 478160104 23 149 SH SOLE 0 0 149 Unitedhealth Group Inc COM 91324P102 24 68 SH SOLE 0 0 68 Vanguard Mid Cap Value 922908512 24 205 SH SOLE 0 0 205 iShares Us Real Estate ETF 464287739 28 322 SH SOLE 0 0 322 iShares Russell 2000 ETF 464287655 31 160 SH SOLE 0 0 160 Truist Finl Corp COM 89832Q109 32 660 SH SOLE 0 0 660 Oracle Corp COM 68389X105 32 502 SH SOLE 0 0 502 Enterprise Products Partners Lp COM 293792107 39 1984 SH SOLE 0 0 1984 Schwab Fundamental Intl ETF 808524748 39 1123 SH SOLE 0 0 1123 Dominion Energy Inc COM 25746U109 43 573 SH SOLE 0 0 573 Sempra Energy COM 816851109 44 345 SH SOLE 0 0 345 Taiwan Semiconductor Manufacturing Co Ltd Adr COM 874039100 44 403 SH SOLE 0 0 403 Abbott Laboratories COM 002824100 47 425 SH SOLE 0 0 425 Vanguard Interm-Term Bond ETF 921937819 57 618 SH SOLE 0 0 618 iShares Russell 1000 Growth ETF 464287614 68 284 SH SOLE 0 0 284 Tesla Inc COM 88160R101 81 115 SH SOLE 0 0 115 Abbvie Inc COM 00287Y109 89 829 SH SOLE 0 0 829 Vanguard Small-Cap Value ETF 922908611 95 669 SH SOLE 0 0 669 iShares Core Us Aggregate Bond ETF 464287226 99 840 SH SOLE 0 0 840 Proshares S&P 500 Ex ETF 74347B573 100 1245 SH SOLE 0 0 1245 Bristol-Myers Squibb Company COM 110122108 103 1661 SH SOLE 0 0 1661 Texas Instruments Inc COM 882508104 106 646 SH SOLE 0 0 646 iShares Russell 1000 Value ETF 464287598 108 788 SH SOLE 0 0 788 AMGen Inc COM 031162100 108 470 SH SOLE 0 0 470 Wisdomtree Interna Dvd ETF 97717W786 119 2937 SH SOLE 0 0 2937 Bank Of America Corporation COM 060505104 125 4118 SH SOLE 0 0 4118 Vanguard Growth ETF 922908736 127 503 SH SOLE 0 0 503 iShares Core S&P Small-Cap ETF 464287804 132 1436 SH SOLE 0 0 1436 Vanguard Small-Cap Growth ETF 922908595 135 504 SH SOLE 0 0 504 The Home Depot Inc COM 437076102 161 605 SH SOLE 0 0 605 Nucor Corp COM 670346105 163 3065 SH SOLE 0 0 3065 American Electric Power Co Inc COM 025537101 167 2011 SH SOLE 0 0 2011 Vanguard Total International Stock ETF 921909768 183 3042 SH SOLE 0 0 3042 Vanguard Global Ex-Us Real Est ETF 922042676 195 3597 SH SOLE 0 0 3597 Berkshire Hathaway Inc B B SHARES 084670702 207 891 SH SOLE 0 0 891 iShares Edge MSCI Min Vol Global ETF 464286525 230 2372 SH SOLE 0 0 2372 Coca-Cola Co COM 191216100 233 4242 SH SOLE 0 0 4242 iShares Ibnd Mar 2023 Trm ETF 46432FAN7 291 11622 SH SOLE 0 0 11622 Microsoft Corp COM 594918104 336 1512 SH SOLE 0 0 1512 Exxon Mobil Corp COM 30231G102 354 8590 SH SOLE 0 0 8590 iShares Core MSCI Emerging Markets ETF 46434G103 380 6124 SH SOLE 0 0 6124 Vanguard Dividend Appreciation ETF 921908844 395 2798 SH SOLE 0 0 2798 SPDR S&P 500 ETF 78462F103 507 1355 SH SOLE 0 0 1355 Apple Inc COM 037833100 706 5320 SH SOLE 0 0 5320 Realty Income Corp COM 756109104 713 11471 SH SOLE 0 0 11471 iShares MSCI Eafe Small-Cap ETF 464288273 1019 14910 SH SOLE 0 0 14910 SPDR S&P 600 Small Cap ETF 78464A300 1113 16811 SH SOLE 0 0 16811 Schwab Fundamental US ETF 808524771 1232 27209 SH SOLE 0 0 27209 Vanguard Total Stock Market ETF 922908769 1559 8012 SH SOLE 0 0 8012 Vanguard Value ETF 922908744 2538 21337 SH SOLE 0 0 21337 iShares Core S&P 500 ETF 464287200 3016 8033 SH SOLE 0 0 8033 iShares MSCI Eafe ETF 464287465 4356 59709 SH SOLE 0 0 59709 Vanguard SMLCP 600 VAL ETF 921932778 6011 42811 SH SOLE 0 0 42811 Vanguard S&P 500 ETF 922908363 6304 18342 SH SOLE 0 0 18342 Vanguard Short-Term Corporate Bond ETF 92206C409 7933 95292 SH SOLE 0 0 95292 Vanguard Reit ETF 922908553 8025 94493 SH SOLE 0 0 94493 Vanguard Small-Cap ETF 922908751 8402 43158 SH SOLE 0 0 43158 Schwab Short Term US ETF 808524862 8794 171125 SH SOLE 0 0 171125 Schwab Intermediate Term ETF 808524854 9012 154794 SH SOLE 0 0 154794 Vanguard Ftse Developed Markets ETF 921943858 11683 247462 SH SOLE 0 0 247462 Vanguard Total International Bond ETF 92203J407 12285 209822 SH SOLE 0 0 209822