AP

Asset Planning Services, Ltd.

13F
Asset Planning Services, Ltd.
Last update 2022-02-18 73 Stocks (1 new)
Value $216.00 Mil Turnover 2 %
Countries:
Top Holdings: IVV(16.15%)VOO(12.22%)VCSH(5.79%)VUG(4.96%)VO(4.50%)
Summary Stock Picks Current Portfolio
Asset Planning Services, Ltd. Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
73,259
34,944.0
-8.24%
16.150
-1.36%
0.010
+16.45%
+8.98%
642,461.0
 
VOO
Vanguard S&P 500 ETF
60,530
26,426.0
-4.62%
12.220
-0.56%
0.010
+16.45%
+8.96%
664,077.8
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
154,094
12,522.0
+8.19%
5.790
+0.44%
0.030
+1.68%
+3.80%
34,938.6
 
VUG
Vanguard Growth ETF
33,406
10,720.0
-4.88%
4.960
-0.24%
0.010
+22.07%
+10.46%
166,080.2
 
VO
Vanguard Mid-Cap ETF
38,219
9,737.0
-2.13%
4.500
-0.09%
0.020
+13.58%
+9.73%
80,610.0
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
262,093
8,117.0
+0.11%
3.750
0%
0.100
+1.39%
+3.19%
8,172.2
 
MRK
Merck & Co Inc
103,953
7,967.0
-2.03%
3.680
-0.08%
0.000
+6.40%
-13.87%
211,202.8
Drug Manufacturers
PULS
PGIM Ultra Short Bond ETF
147,876
7,318.0
+23.39%
3.380
+0.64%
0.280
+1.41%
+2.73%
11,864.4
 
VTV
Vanguard Value ETF
49,330
7,257.0
-3.57%
3.350
-0.12%
0.010
+9.57%
+7.46%
135,011.0
 
SLQD
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
140,332
7,164.0
-2.29%
3.310
-0.08%
0.300
+1.53%
+3.50%
2,307.5
 

Asset Planning Services, Ltd.'s Historical Top Holdings Breakdowns

Asset Planning Services, Ltd. Total Holding History ($B)

To

Asset Planning Services, Ltd.'s Asset Allocation

To

Asset Planning Services, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Asset Planning Services, Ltd.'s Hypothetical Growth since 2021-12-31

Asset Planning Services, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Asset Planning Services, Ltd.'s Holdings Heat Map

Size field:

Asset Planning Services, Ltd.'s Holdings Bubble Chart

Asset Planning Services, Ltd. News

  • 1

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