Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ASSET PLANNING SERVICES LTD | 02-14-2022 | 12-31-2021 | 73 | 216,312,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $34,944,000 | 73,259 | 16.15 | 16.52 | -6,579 | -8.24 | 12-31-2021 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $26,426,000 | 60,530 | 12.22 | 12.02 | -2,932 | -4.62 | 12-31-2021 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 3 | $12,522,000 | 154,094 | 5.79 | 5.64 | 11,671 | 8.19 | 12-31-2021 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $10,720,000 | 33,406 | 4.96 | 4.89 | -1,715 | -4.88 | 12-31-2021 |
