0000007773-22-000001.txt : 20220513 0000007773-22-000001.hdr.sgml : 20220513 20220513113845 ACCESSION NUMBER: 0000007773-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22921111 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 03-31-2022 03-31-2022 ASSET PLANNING CORPORATION

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

13F HOLDINGS REPORT 028-20841 N SUZANNE HORNICK 8656901231 SUZANNE HORNICK KNOXVILLE TN 05-13-2022 0 35 114549 false INFORMATION TABLE 2 13F_APC_Q12022.xml PowerShares Qqq ETF 46090E103 218 602 SH SOLE 0 0 602 SPDR S&P Midcap 400 ETF 78467Y107 245 500 SH SOLE 0 0 500 iShares Edge MSCI Min Vol Global ETF 464286525 249 2372 SH SOLE 0 0 2372 Coca-Cola Co COM 191216100 267 4307 SH SOLE 0 0 4307 DFA Tax-Managed Us Small Cap 25434V500 284 5069 SH SOLE 0 0 5069 iShares Ibnd Mar 2023 Trm 46432FAN7 286 11760 SH SOLE 0 0 11760 Schwab US Dividend ETF 808524797 340 4309 SH SOLE 0 0 4309 iShares Core MSCI Emerging Markets ETF 46434G103 374 6725 SH SOLE 0 0 6725 Vanguard Dividend Appreciation ETF 921908844 455 2805 SH SOLE 0 0 2805 Nucor Corp COM 670346105 456 3065 SH SOLE 0 0 3065 Draftkings Inc COM 30231G102 631 7642 SH SOLE 0 0 7642 Schwab Intermediate Term ETF 808524854 675 12673 SH SOLE 0 0 12673 Microsoft Corp COM 594918104 741 2402 SH SOLE 0 0 2402 Realty Income Corp COM 756109104 767 11061 SH SOLE 0 0 11061 iShares MSCI Eafe Small-Cap ETF 464288273 773 11649 SH SOLE 0 0 11649 Apple Inc COM 037833100 946 5421 SH SOLE 0 0 5421 SPDR S&P 500 ETF 78462F103 977 2162 SH SOLE 0 0 2162 SPDR S&P 600 Small Cap ETF 78464A300 1324 15892 SH SOLE 0 0 15892 Berkshire Hathaway Inc B B SHARES 084670702 1338 3790 SH SOLE 0 0 3790 Schwab Fundamental US ETF 808524771 1490 25469 SH SOLE 0 0 25469 Vanguard Total Stock Market ETF 922908769 1540 6764 SH SOLE 0 0 6764 Vanguard Reit ETF 922908553 1713 15809 SH SOLE 0 0 15809 iShares Core S&P 500 ETF 464287200 3685 8123 SH SOLE 0 0 8123 iShares MSCI Eafe ETF 464287465 4094 55630 SH SOLE 0 0 55630 DFA Us Real Estate ETF 25434V823 5050 186279 SH SOLE 0 0 186279 Vanguard Value ETF 922908744 5098 34500 SH SOLE 0 0 34500 Vanguard S&P 500 ETF 922908363 6381 15369 SH SOLE 0 0 15369 Vanguard SMLCP 600 VAL ETF 921932778 6964 39299 SH SOLE 0 0 39299 Vanguard Health Care ETF 92204A504 7675 30173 SH SOLE 0 0 30173 Vanguard Small-Cap ETF 922908751 8709 40981 SH SOLE 0 0 40981 Schwab Short Term US ETF 808524862 11106 224189 SH SOLE 0 0 224189 Vanguard Short-Term Corporate Bond ETF 92206C409 11598 148524 SH SOLE 0 0 148524 Vanguard Total International Bond ETF 92203J407 13423 255967 SH SOLE 0 0 255967 Vanguard Ftse Developed Markets ETF 921943858 14677 305587 SH SOLE 0 0 305587