AP
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Asset Planning Services, Ltd.13F | |
| Asset Planning Services, Ltd. | |
| Last update 2022-02-18 | 73 Stocks (1 new) |
| Value $216.00 Mil | Turnover 2 % |
Asset Planning Services, Ltd. Top Holdings of 2021-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 73,259 | 34,944.0 | -8.24% | 16.150 | -1.36% | 0.010 | +19.72% | +7.85% | 634,780.5 | ||
VOO | Vanguard S&P 500 ETF | 60,530 | 26,426.0 | -4.62% | 12.220 | -0.56% | 0.010 | +19.64% | +7.82% | 661,132.0 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 154,094 | 12,522.0 | +8.19% | 5.790 | +0.44% | 0.030 | +1.73% | +3.63% | 34,956.3 | ||
VUG | Vanguard Growth ETF | 33,406 | 10,720.0 | -4.88% | 4.960 | -0.24% | 0.010 | +27.39% | +9.44% | 167,011.5 | ||
VO | Vanguard Mid-Cap ETF | 38,219 | 9,737.0 | -2.13% | 4.500 | -0.09% | 0.020 | +15.78% | +8.20% | 80,175.4 | ||
SPSB |
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
| 262,093 | 8,117.0 | +0.11% | 3.750 | 0% | 0.100 | +1.43% | +3.09% | 8,121.9 | ||
MRK | Merck & Co Inc | 103,953 | 7,967.0 | -2.03% | 3.680 | -0.08% | 0.000 | +5.56% | -16.52% | 204,699.3 | Drug Manufacturers | |
PULS | PGIM Ultra Short Bond ETF | 147,876 | 7,318.0 | +23.39% | 3.380 | +0.64% | 0.280 | +1.52% | +2.65% | 11,763.0 | ||
VTV | Vanguard Value ETF | 49,330 | 7,257.0 | -3.57% | 3.350 | -0.12% | 0.010 | +10.61% | +6.30% | 133,098.0 | ||
SLQD |
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
| 140,332 | 7,164.0 | -2.29% | 3.310 | -0.08% | 0.300 | +1.65% | +3.41% | 2,288.3 |
Asset Planning Services, Ltd.'s Historical Top Holdings Breakdowns
Asset Planning Services, Ltd. Total Holding History ($B)
Asset Planning Services, Ltd.'s Asset Allocation
Asset Planning Services, Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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Asset Planning Services, Ltd.'s Holdings Bubble Chart
Asset Planning Services, Ltd. News
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