0000007773-21-000006.txt : 20211116 0000007773-21-000006.hdr.sgml : 20211116 20211115203649 ACCESSION NUMBER: 0000007773-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211116 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211116 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: 211413747 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 09-30-2021 09-30-2021 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 11-15-2021 0 31 108040 false INFORMATION TABLE 2 13F_APC_Q32021.xml Regions Financial Corp COM 7591EP100 217 10166 SH SOLE 0 0 10166 Coca-Cola Co COM 191216100 223 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 46432FAN7 291 11760 SH SOLE 0 0 11760 DFA Tax-Managed Us Small Cap 25434V500 291 5069 SH SOLE 0 0 5069 Nucor Corp COM 670346105 307 3115 SH SOLE 0 0 3115 iShares Core MSCI Emerging Markets ETF 46434G103 407 6583 SH SOLE 0 0 6583 Microsoft Corp COM 594918104 426 1512 SH SOLE 0 0 1512 Vanguard Dividend Appreciation ETF 921908844 430 2797 SH SOLE 0 0 2797 Exxon Mobil Corp COM 30231G102 479 8142 SH SOLE 0 0 8142 Berkshire Hathaway Inc B B SHARES 084670702 502 1840 SH SOLE 0 0 1840 SPDR S&P 500 ETF 78462F103 602 1403 SH SOLE 0 0 1403 Realty Income Corp COM 756109104 715 11025 SH SOLE 0 0 11025 Schwab Intermediate Term ETF 808524854 729 12855 SH SOLE 0 0 12855 Apple Inc COM 037833100 762 5385 SH SOLE 0 0 5385 iShares MSCI Eafe Small-Cap ETF 464288273 865 11631 SH SOLE 0 0 11631 SPDR S&P 600 Small Cap ETF 78464A300 1336 16302 SH SOLE 0 0 16302 Schwab Fundamental US ETF 808524771 1413 26191 SH SOLE 0 0 26191 Vanguard Total Stock Market ETF 922908769 1660 7477 SH SOLE 0 0 7477 iShares Core S&P 500 ETF 464287200 3602 8361 SH SOLE 0 0 8361 Vanguard Value ETF 922908744 4174 30837 SH SOLE 0 0 30837 iShares MSCI Eafe ETF 464287465 4404 56450 SH SOLE 0 0 56450 Vanguard Reit ETF 922908553 6118 60111 SH SOLE 0 0 60111 Vanguard S&P 500 ETF 922908363 6277 15915 SH SOLE 0 0 15915 Vanguard SMLCP 600 VAL ETF 921932778 6445 37036 SH SOLE 0 0 37036 Vanguard Health Care ETF 92204A504 6668 26978 SH SOLE 0 0 26978 Vanguard Small-Cap ETF 922908751 8720 39876 SH SOLE 0 0 39876 Vanguard Short-Term Corporate Bond ETF 92206C409 10587 128470 SH SOLE 0 0 128470 Schwab Short Term US ETF 808524862 11041 215687 SH SOLE 0 0 215687 Vanguard Ftse Developed Markets ETF 921943858 13507 267522 SH SOLE 0 0 267522 Vanguard Total International Bond ETF 92203J407 14598 256290 SH SOLE 0 0 256290