Asset Planning,Inc
Q1 2026 13F-HR Holdings
Location
Los Alamitos, CA
Holdings as of
3/31/2026
Value ($000)
$140,683,071
Num holdings
301
Date filed
4/23/2026
Form type
13F-HR
Prev filing
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type