0001951757-22-000003.txt : 20221031 0001951757-22-000003.hdr.sgml : 20221031 20221031164812 ACCESSION NUMBER: 0001951757-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221031 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221031 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: 221346777 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 09-30-2022 09-30-2022 ASSET PLANNING CORPORATION

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

13F HOLDINGS REPORT 028-20841 N Suzanne Hornick (865) 690-1231 Suzanne Hornick Knoxville TN 10-31-2022 0 34 106861 false INFORMATION TABLE 2 13F_APC_Q32022.xml SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 202 502 SH SOLE 0 0 502 HOME DEPOT INC COM 437076102 206 746 SH SOLE 0 0 746 ISHARES INC MSCI GBL MIN VOL 464286525 210 2372 SH SOLE 0 0 2372 NORTHERN LTS FD TR IV INSPIRE INTL ETF 66538H419 212 9578 SH SOLE 0 0 9578 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 236 5069 SH SOLE 0 0 5069 COCA COLA CO COM 191216100 255 4547 SH SOLE 0 0 4547 ISHARES TR IBNDS MAR23 ETF 46432FAN7 285 11760 SH SOLE 0 0 11760 NUCOR CORP COM 670346105 330 3088 SH SOLE 0 0 3088 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 380 2814 SH SOLE 0 0 2814 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 382 7767 SH SOLE 0 0 7767 MICROSOFT CORP COM 594918104 636 2729 SH SOLE 0 0 2729 REALTY INCOME CORP COM 756109104 647 11109 SH SOLE 0 0 11109 EXXON MOBIL CORP COM 30231G102 692 7929 SH SOLE 0 0 7929 SPDR S&P 500 ETF TR TR UNIT 78462F103 733 2054 SH SOLE 0 0 2054 APPLE INC COM 037833100 751 5433 SH SOLE 0 0 5433 SPDR SER TR S&P 600 SMCP VAL 78464A300 1001 14912 SH SOLE 0 0 14912 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1068 5952 SH SOLE 0 0 5952 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1161 14488 SH SOLE 0 0 14488 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 1241 25982 SH SOLE 0 0 25982 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1301 43952 SH SOLE 0 0 43952 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1308 4900 SH SOLE 0 0 4900 ISHARES TR CORE S&P500 ETF 464287200 2956 8242 SH SOLE 0 0 8242 ISHARES TR MSCI EAFE ETF 464287465 3137 56015 SH SOLE 0 0 56015 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 4368 212471 SH SOLE 0 0 212471 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4744 14449 SH SOLE 0 0 14449 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5827 87721 SH SOLE 0 0 87721 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 6042 42311 SH SOLE 0 0 42311 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 6877 30743 SH SOLE 0 0 30743 VANGUARD INDEX FDS VALUE ETF 922908744 6896 55849 SH SOLE 0 0 55849 VANGUARD INDEX FDS SMALL CP ETF 922908751 7531 44066 SH SOLE 0 0 44066 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 10201 211371 SH SOLE 0 0 211371 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 10780 225861 SH SOLE 0 0 225861 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 11633 319935 SH SOLE 0 0 319935 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 12632 170053 SH SOLE 0 0 170053