# EDGAR Filing Document

**Accession Number:** 0000007773
**File Stem:** 0001951757-23-000076
**Filing Date:** 2023-1
**Character Count:** 7758
**Document Hash:** e18770e6ea169b6f9dfc3f490ced2348
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-23-000076.hdr.sgml**: 20230127

**ACCESSION NUMBER**: 0001951757-23-000076

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230127

**DATE AS OF CHANGE**: 20230127

**EFFECTIVENESS DATE**: 20230127

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ASSET PLANNING CORPORATION
- **CENTRAL INDEX KEY:** 0000007773
- **IRS NUMBER:** 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:** 23559823

**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:** 12-31-2022

**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  01-27-2023<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:** 38

**Form 13F Information Table Value Total:** $120110516

      (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 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 202017 | 280 | SH |  | SOLE |  | 0 | 0 | 280 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 217835 | 884 | SH |  | SOLE |  | 0 | 0 | 884 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 222868 | 503 | SH |  | SOLE |  | 0 | 0 | 503 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 225387 | 2372 | SH |  | SOLE |  | 0 | 0 | 2372 |
| HOME DEPOT INC | COM | 437076102 |  | 235632 | 746 | SH |  | SOLE |  | 0 | 0 | 746 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 243130 | 2569 | SH |  | SOLE |  | 0 | 0 | 2569 |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 |  | 250294 | 9601 | SH |  | SOLE |  | 0 | 0 | 9601 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 259279 | 5069 | SH |  | SOLE |  | 0 | 0 | 5069 |
| COCA COLA CO | COM | 191216100 |  | 281156 | 4420 | SH |  | SOLE |  | 0 | 0 | 4420 |
| ISHARES TR | IBNDS MAR23 ETF | 46432FAN7 |  | 285288 | 11760 | SH |  | SOLE |  | 0 | 0 | 11760 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 303858 | 6172 | SH |  | SOLE |  | 0 | 0 | 6172 |
| AMGEN INC | COM | 031162100 |  | 317269 | 1208 | SH |  | SOLE |  | 0 | 0 | 1208 |
| NUCOR CORP | COM | 670346105 |  | 408499 | 3099 | SH |  | SOLE |  | 0 | 0 | 3099 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 428214 | 2820 | SH |  | SOLE |  | 0 | 0 | 2820 |
| REALTY INCOME CORP | COM | 756109104 |  | 706027 | 11131 | SH |  | SOLE |  | 0 | 0 | 11131 |
| APPLE INC | COM | 037833100 |  | 706679 | 5439 | SH |  | SOLE |  | 0 | 0 | 5439 |
| MICROSOFT CORP | COM | 594918104 |  | 774350 | 3229 | SH |  | SOLE |  | 0 | 0 | 3229 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 786523 | 2057 | SH |  | SOLE |  | 0 | 0 | 2057 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 874569 | 7929 | SH |  | SOLE |  | 0 | 0 | 7929 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 971460 | 11778 | SH |  | SOLE |  | 0 | 0 | 11778 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 1110812 | 14966 | SH |  | SOLE |  | 0 | 0 | 14966 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1140855 | 5967 | SH |  | SOLE |  | 0 | 0 | 5967 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 |  | 1400235 | 26202 | SH |  | SOLE |  | 0 | 0 | 26202 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 1474499 | 44041 | SH |  | SOLE |  | 0 | 0 | 44041 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1556547 | 5039 | SH |  | SOLE |  | 0 | 0 | 5039 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3179976 | 8277 | SH |  | SOLE |  | 0 | 0 | 8277 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 3597787 | 54811 | SH |  | SOLE |  | 0 | 0 | 54811 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 5036843 | 14336 | SH |  | SOLE |  | 0 | 0 | 14336 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 5241762 | 247837 | SH |  | SOLE |  | 0 | 0 | 247837 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 |  | 6728970 | 42846 | SH |  | SOLE |  | 0 | 0 | 42846 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 7100684 | 93999 | SH |  | SOLE |  | 0 | 0 | 93999 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 7654765 | 30860 | SH |  | SOLE |  | 0 | 0 | 30860 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 7937336 | 56546 | SH |  | SOLE |  | 0 | 0 | 56546 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 8203718 | 44697 | SH |  | SOLE |  | 0 | 0 | 44697 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 10587352 | 219472 | SH |  | SOLE |  | 0 | 0 | 219472 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 11622451 | 154574 | SH |  | SOLE |  | 0 | 0 | 154574 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 13096600 | 312047 | SH |  | SOLE |  | 0 | 0 | 312047 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 14738990 | 308283 | SH |  | SOLE |  | 0 | 0 | 308283 |

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