# EDGAR Filing Document

**Accession Number:** 0000007773
**File Stem:** 0001951757-25-001276
**Filing Date:** 2025-11
**Character Count:** 8801
**Document Hash:** 17198994cb9b9841641cc0bfcfcb1c83
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001276.hdr.sgml**: 20251106

**ACCESSION NUMBER**: 0001951757-25-001276

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251106

**DATE AS OF CHANGE**: 20251106

**EFFECTIVENESS DATE**: 20251106

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ASSET PLANNING CORPORATION
- **CENTRAL INDEX KEY:** 0000007773

**ORGANIZATION NAME:**
- **EIN:** 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:** 251458822

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ASSET PLANNING CORPORATION<br>**Address:** 238 S.PETERS RD. BLDG. A<br>KNOXVILLE, TN 37923

**Form 13F File Number:** 028-20841

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Suzanne Hornick<br>**Title:** Chief Compliance Officer<br>**Phone:** (865) 690-1231

**Signature, Place, and Date of Signing:**

Suzanne Hornick  Knoxville, TN  11-06-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 48

**Form 13F Information Table Value Total:** $210831737

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMGEN INC | COM | 031162100 |  | 242128 | 858 | SH |  | SOLE |  | 0 | 0 | 858 |
| APPLE INC | COM | 037833100 |  | 1644303 | 6458 | SH |  | SOLE |  | 0 | 0 | 6458 |
| BANK AMERICA CORP | COM | 060505104 |  | 288904 | 5600 | SH |  | SOLE |  | 0 | 0 | 5600 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 21033820 | 41838 | SH |  | SOLE |  | 0 | 0 | 41838 |
| COCA COLA CO | COM | 191216100 |  | 351496 | 5300 | SH |  | SOLE |  | 0 | 0 | 5300 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 28874740 | 675275 | SH |  | SOLE |  | 0 | 0 | 675275 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 18447996 | 507510 | SH |  | SOLE |  | 0 | 0 | 507510 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 5328768 | 223428 | SH |  | SOLE |  | 0 | 0 | 223428 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 18006865 | 476750 | SH |  | SOLE |  | 0 | 0 | 476750 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 2503206 | 78054 | SH |  | SOLE |  | 0 | 0 | 78054 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 10327748 | 215251 | SH |  | SOLE |  | 0 | 0 | 215251 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 1274544 | 28520 | SH |  | SOLE |  | 0 | 0 | 28520 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 303038 | 7400 | SH |  | SOLE |  | 0 | 0 | 7400 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 253920 | 4362 | SH |  | SOLE |  | 0 | 0 | 4362 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 347024 | 5069 | SH |  | SOLE |  | 0 | 0 | 5069 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 869803 | 7714 | SH |  | SOLE |  | 0 | 0 | 7714 |
| GLOBAL X FDS | S 500 CATHOLIC | 37954Y889 |  | 243176 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| HOME DEPOT INC | COM | 437076102 |  | 391414 | 966 | SH |  | SOLE |  | 0 | 0 | 966 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 462139 | 770 | SH |  | SOLE |  | 0 | 0 | 770 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 284450 | 2372 | SH |  | SOLE |  | 0 | 0 | 2372 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5390023 | 8053 | SH |  | SOLE |  | 0 | 0 | 8053 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 3068536 | 32864 | SH |  | SOLE |  | 0 | 0 | 32864 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 305517 | 612 | SH |  | SOLE |  | 0 | 0 | 612 |
| MICROSOFT CORP | COM | 594918104 |  | 1772132 | 3421 | SH |  | SOLE |  | 0 | 0 | 3421 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 265562 | 884 | SH |  | SOLE |  | 0 | 0 | 884 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 601271 | 3223 | SH |  | SOLE |  | 0 | 0 | 3223 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 474779 | 3090 | SH |  | SOLE |  | 0 | 0 | 3090 |
| REALTY INCOME CORP | COM | 756109104 |  | 1852071 | 30467 | SH |  | SOLE |  | 0 | 0 | 30467 |
| SABINE RTY TR | UNIT BEN INT | 785688102 |  | 475270 | 5982 | SH |  | SOLE |  | 0 | 0 | 5982 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 7174037 | 294018 | SH |  | SOLE |  | 0 | 0 | 294018 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 1133841 | 43112 | SH |  | SOLE |  | 0 | 0 | 43112 |
| SOUTHERN CO | COM | 842587107 |  | 510810 | 5390 | SH |  | SOLE |  | 0 | 0 | 5390 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1465237 | 2199 | SH |  | SOLE |  | 0 | 0 | 2199 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 378967 | 636 | SH |  | SOLE |  | 0 | 0 | 636 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 1245001 | 14044 | SH |  | SOLE |  | 0 | 0 | 14044 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 8573630 | 77674 | SH |  | SOLE |  | 0 | 0 | 77674 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 |  | 12013391 | 126165 | SH |  | SOLE |  | 0 | 0 | 126165 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 7791613 | 41780 | SH |  | SOLE |  | 0 | 0 | 41780 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 9872546 | 16122 | SH |  | SOLE |  | 0 | 0 | 16122 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 5619907 | 22101 | SH |  | SOLE |  | 0 | 0 | 22101 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1935218 | 5897 | SH |  | SOLE |  | 0 | 0 | 5897 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 215101 | 448 | SH |  | SOLE |  | 0 | 0 | 448 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 5488287 | 72582 | SH |  | SOLE |  | 0 | 0 | 72582 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 13210326 | 157060 | SH |  | SOLE |  | 0 | 0 | 157060 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 7526623 | 125611 | SH |  | SOLE |  | 0 | 0 | 125611 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 525372 | 5154 | SH |  | SOLE |  | 0 | 0 | 5154 |
| WALMART INC | COM | 931142103 |  | 234049 | 2271 | SH |  | SOLE |  | 0 | 0 | 2271 |
| WISDOMTREE TR | INTERNTNL AI ENH | 97717W786 |  | 233138 | 4697 | SH |  | SOLE |  | 0 | 0 | 4697 |

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