0000007773-21-000004.txt : 20210517 0000007773-21-000004.hdr.sgml : 20210517 20210517145206 ACCESSION NUMBER: 0000007773-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21929662 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 03-31-2021 03-31-2021 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 05-17-2021 0 29 96126 false INFORMATION TABLE 2 13F_APC_Q12021.xml Coca-Cola Co COM 191216100 224 4242 SH SOLE 0 0 4242 iShares Edge MSCI Min Vol Global ETF 464286525 234 2372 SH SOLE 0 0 2372 Nucor Corp COM 670346105 246 3065 SH SOLE 0 0 3065 Berkshire Hathaway Inc B B SHARES 084670702 271 1059 SH SOLE 0 0 1059 iShares Ibnd Mar 2023 Trm ETF 46432FAN7 290 11664 SH SOLE 0 0 11664 Microsoft Corp COM 594918104 357 1512 SH SOLE 0 0 1512 iShares Core MSCI Emerging Markets ETF 46434G103 394 6124 SH SOLE 0 0 6124 Vanguard Dividend Appreciation ETF 921908844 412 2798 SH SOLE 0 0 2798 Exxon Mobil Corp COM 30231G102 475 8516 SH SOLE 0 0 8516 SPDR S&P 500 ETF 78462F103 517 1303 SH SOLE 0 0 1303 Apple Inc COM 037833100 654 5357 SH SOLE 0 0 5357 Realty Income Corp COM 756109104 730 11490 SH SOLE 0 0 11490 Schwab Intermediate Term ETF 808524854 1059 18780 SH SOLE 0 0 18780 iShares MSCI Eafe Small-Cap ETF 464288273 1059 14737 SH SOLE 0 0 14737 Schwab Fundamental US ETF 808524771 1372 26544 SH SOLE 0 0 26544 SPDR S&P 600 Small Cap ETF 78464A300 1384 16875 SH SOLE 0 0 16875 Vanguard Total Stock Market ETF 922908769 1616 7821 SH SOLE 0 0 7821 iShares Core S&P 500 ETF 464287200 2990 7516 SH SOLE 0 0 7516 Vanguard Value ETF 922908744 3177 24165 SH SOLE 0 0 24165 iShares MSCI Eafe ETF 464287465 4352 57366 SH SOLE 0 0 57366 Vanguard Reit ETF 922908553 5265 57318 SH SOLE 0 0 57318 Vanguard Health Care ETF 92204A504 5396 23590 SH SOLE 0 0 23590 Vanguard SMLCP 600 VAL ETF 921932778 5966 34264 SH SOLE 0 0 34264 Vanguard S&P 500 ETF 922908363 6180 16964 SH SOLE 0 0 16964 Vanguard Small-Cap ETF 922908751 8250 38538 SH SOLE 0 0 38538 Vanguard Short-Term Corporate Bond ETF 92206C409 9008 109189 SH SOLE 0 0 109189 Schwab Short Term US ETF 808524862 9457 184306 SH SOLE 0 0 184306 Vanguard Ftse Developed Markets ETF 921943858 11654 237298 SH SOLE 0 0 237298 Vanguard Total International Bond ETF 92203J407 13137 229985 SH SOLE 0 0 229985