0000007773-21-000005.txt : 20210816 0000007773-21-000005.hdr.sgml : 20210816 20210816124250 ACCESSION NUMBER: 0000007773-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 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: 211176097 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 06-30-2021 06-30-2021 ASSET PLANNING CORPORATION
238 S.PETERS RD. BLDG. A KNOXVILLE TN 37923
13F HOLDINGS REPORT 028-20841 N
SUZANNE HIMES CHIEF COMPLIANCE OFFICER 865 690-1231 SUZANNE HIMES KNOXVILLE TN 08-16-2021 0 31 102713 false
INFORMATION TABLE 2 13F_APC_Q22021.xml Vanguard Total International Stock ETF 921909768 202 3073 SH SOLE 0 0 3073 Coca-Cola Co COM 191216100 230 4242 SH SOLE 0 0 4242 iShares Edge MSCI Min Vol Global ETF 464286525 244 2372 SH SOLE 0 0 2372 iShares Ibnd Mar 2023 Trm ETF 46432FAN7 291 11722 SH SOLE 0 0 11722 DFA Tax-Managed Us Small Cap 25434V500 296 5069 SH SOLE 0 0 5069 Nucor Corp COM 670346105 298 3105 SH SOLE 0 0 3105 Berkshire Hathaway Inc B B SHARES 084670702 387 1391 SH SOLE 0 0 1391 Microsoft Corp COM 594918104 410 1512 SH SOLE 0 0 1512 iShares Core MSCI Emerging Markets ETF 46434G103 411 6141 SH SOLE 0 0 6141 Vanguard Dividend Appreciation ETF 921908844 432 2792 SH SOLE 0 0 2792 Exxon Mobil Corp COM 30231G102 528 8363 SH SOLE 0 0 8363 SPDR S&P 500 ETF 78462F103 558 1303 SH SOLE 0 0 1303 Schwab Intermediate Term ETF 808524854 706 12408 SH SOLE 0 0 12408 Apple Inc COM 037833100 739 5393 SH SOLE 0 0 5393 Realty Income Corp COM 756109104 768 11508 SH SOLE 0 0 11508 iShares MSCI Eafe Small-Cap ETF 464288273 1093 14740 SH SOLE 0 0 14740 SPDR S&P 600 Small Cap ETF 78464A300 1398 16310 SH SOLE 0 0 16310 Schwab Fundamental US ETF 808524771 1434 26201 SH SOLE 0 0 26201 Vanguard Total Stock Market ETF 922908769 1746 7835 SH SOLE 0 0 7835 iShares Core S&P 500 ETF 464287200 3308 7695 SH SOLE 0 0 7695 Vanguard Value ETF 922908744 3626 26380 SH SOLE 0 0 26380 iShares MSCI Eafe ETF 464287465 4468 56639 SH SOLE 0 0 56639 Vanguard Reit ETF 922908553 5792 56905 SH SOLE 0 0 56905 Vanguard Health Care ETF 92204A504 6118 24758 SH SOLE 0 0 24758 Vanguard SMLCP 600 VAL ETF 921932778 6248 34263 SH SOLE 0 0 34263 Vanguard S&P 500 ETF 922908363 6550 16645 SH SOLE 0 0 16645 Vanguard Small-Cap ETF 922908751 8771 38933 SH SOLE 0 0 38933 Schwab Short Term US ETF 808524862 9682 189028 SH SOLE 0 0 189028 Vanguard Short-Term Corporate Bond ETF 92206C409 9683 117069 SH SOLE 0 0 117069 Vanguard Ftse Developed Markets ETF 921943858 12579 244154 SH SOLE 0 0 244154 Vanguard Total International Bond ETF 92203J407 13717 240232 SH SOLE 0 0 240232