investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Asset Planning Services Inc

Legal Name: ASSET PLANNING SERVICES INC

Period of report: Jun 30, 2019
Effectiveness Date: Jul 17, 2019

Security Shares Held / Principal Amount Market Value Option
VANGUARD INDEX FDS GROWTH ETF (922908736) 57,710 $9,429k
VANGUARD INDEX FDS VALUE ETF (922908744) 66,980 $7,429k
VANGUARD STAR FD VG TL INTL STK F (921909768) 100,732 $5,314k
ISHARES TR (46429B697) 63,029 $3,891k
ISHARES TR CORE S&P SCP ETF (464287804) 40,313 $3,156k
ISHARES INC CORE MSCI EMKT (46434G103) 45,758 $2,354k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 7,893 $2,313k
iShares Core MSCI Total Intern (46432F834) 38,014 $2,229k
Apple Inc (037833100) 6,518 $1,290k
ISHARES (464288273) 16,206 $930k
PIMCO ETF TR (72201R783) 8,488 $852k
JP MORGAN EXCHANGE TRADED FD (46641Q837) 16,088 $811k
VOYA PRIME RATE TR (92913A100) 168,002 $800k
SPDR SERIES TRUST (78464A375) 18,856 $659k
VANGUARD INDEX FDS (922908637) 4,319 $582k
INVESCO EXCHANGE TRADED FD T (46137V738) 15,736 $580k
Berkshire Hathaway, Inc. (084670702) 2,517 $537k
ISHARES TR (46434VAQ3) 16,028 $406k
TEMPLETON GLOBAL INCOME FD (880198106) 43,967 $280k
VANGUARD INTL EQUITY INDEX F (922042874) 4,833 $265k
SCHWAB STRATEGIC TR (808524102) 2,949 $208k
SCHWAB STRATEGIC TR (808524706) 6,758 $177k
NIKE INC (654106103) 1,750 $147k
ISHARES (464287630) 1,149 $138k
PROCTER & GAMBLE CO (742718109) 1,229 $135k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607) 1,869 $134k
VANGUARD BD INDEX FD INC (921937827) 1,487 $120k
Boeing Co/The (097023105) 330 $120k
WESTERN ASSET VAR RT STRG FD (957667108) 7,084 $115k
MARRIOTT VACTNS WRLW (57164Y107) 1,190 $115k
AT&T INC (00206R102) 3,326 $111k
ISHARES TR (46432F396) 914 $108k
SCHWAB STRATEGIC TR SCHWAB (808524763) 2,835 $107k
PFIZER INC (717081103) 2,345 $102k
NUVEEN PFD & INCM SECURTIES (67072C105) 10,336 $98k
INVESCO EXCHANGE TRADED FD T (46137V282) 551 $98k
ISHARES TR RUS 2000 GRW ETF (464287648) 398 $80k
ISHARES RUS (464287689) 454 $78k
HANCOCK JOHN PFD INCOME FD (41013W108) 3,387 $78k
CENTRAL FD CDA LTD (153501101) 5,711 $76k
PEPSICO INC (713448108) 575 $75k
GENERAL ELECTRIC CO (369604103) 6,412 $67k
INTEL CORP (458140100) 1,358 $65k
WATERSTONE FINL INC MD (94188P101) 3,608 $62k
WISDOMTREE TR (97717W315) 1,385 $62k
CORNING INCORPORATED (219350105) 1,868 $62k
JPMORGAN CHASE & CO (46625H100) 546 $61k
WALMART INC COM (931142103) 543 $60k
HELEN OF TROY CORP (G4388N106) 445 $58k
BAUSCH HEALTH COMPAN (071734107) 2,164 $55k
ISHARES TR (464287663) 952 $54k
DUKE ENERGY CORP (26441C204) 587 $52k
ISHARES (464287879) 348 $52k
WESTERN ASSET HGH YLD DFNDFD (95768B107) 3,383 $51k
ISHARES (464287168) 407 $41k
CISCO SYSTEMS INC (17275R102) 753 $41k
COLGATE PALMOLIVE CO (194162103) 556 $40k
Exxon Mobil Corp (30231G102) 521 $40k
EATON VANCE FLTNG RATE 2022 (27831H100) 3,200 $30k
SUN LIFE FNCL INC (866796105) 662 $27k
PRICE T ROWE GROUP INC (74144t108) 240 $26k
TRAVELERS CO(THE) (89417E109) 144 $22k
VANGUARD WORLD FDS (92204A306) 251 $21k
ETF MANAGERS TRUST (26924G508) 550 $17k
ISHARES TR U.S. MED DVC ETF (464288810) 65 $16k
BROADCOM INC (11135F101) 55 $16k
ISHARES TR (464288687) 432 $16k
DR REDDYS LABS LTD (256135203) 400 $15k
Weyerhaeuser Co (962166104) 561 $15k
ISHARES (464288778) 297 $14k
VEEVA SYS INC CL A COM (922475108) 81 $13k
ISHARES TR (46434V803) 360 $11k
Aerovironment Inc (008073108) 200 $11k
Dow Inc (260557103) 221 $11k
FEDEX CORP (31428X106) 60 $10k
ISHARES FLT (46429B655) 197 $10k
RAVEN INDS INC (754212108) 252 $9k
CUMMINS INC (231021106) 50 $9k
DISNEY WALT CO (254687106) 60 $8k
DELTA AIR LINES (247361702) 137 $8k
ISHARES TR JPMORGAN USD EMG (464288281) 70 $8k
ISHARES SILVER TRUST (46428Q109) 524 $8k
ISHARES TR (464287176) 59 $7k
CENTENE CORP DEL (15135B101) 137 $7k
VORNADO RLTY TR (929042109) 110 $7k
COMCAST CORP (20030N101) 132 $6k
MYLAN N V (n59465109) 280 $5k
PIEDMONT OFFICE RLTY TR INC COM CL A (720190206) 204 $4k
ISHARES TR (464288844) 125 $3k
JIANPU TECHNOLOGY INC (47738D101) 500 $2k
TEVA PHARMACEUTICAL (881624209) 228 $2k
ISHARES TR (46429B267) 74 $2k
INVESCO EXCH TRD SLF IDX FD (46138J775) 36 $2k
Bellicum Pharmaceuticals Inc (079481107) 350 $1k
COLLEGIUM PHARMACEUTICAL INC (19459J104) 100 $1k
CENTURYLINK INC (156700106) 35 $0k
INVESCO EXCHNG TRADED FD TR (46138E511) 25 $0k
LEAP THERAPEUTICS INC (52187K101) 100 $0k
VISTEON CORP (92839U206) 4 $0k
SPRINT CORPORATION (85207U105) 16 $0k
BASIC ENERGY SVCS INC NEW (06985P209) 3 $0k
SITE CENTERS CORP (82981J109) 7 $0k
SANOFI (80105N113) 171 $0k

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Align Capital Partners LP Marcato Capital Management LP Brown Advisory Investment Solutions Group LLC Horizon Investment Services LLC BFI Infinity Ltd Bain Capital Partnership Strategies LP MQS Management LLC Wellington Consulting Services Inc Guggenheim Investment Advisors LLC Northern Lights Capital Group LLC NN Investment Partners North America LLC HIGH Falls Advisors Inc Aisling Capital Management LP 360 Financial Inc Crawford Lake Capital Management LLC Fourth Street Performance Partners Inc NEXT Capital Management LLC Staple Street Capital Management LP QEP Management Co GP LLC Polunin Capital Partners Limited

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.
English / Deutsche / Français / Español / 大和 / Portugues
About Blog Privacy Policy