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Institutional Investment Manager
ASSET PLANNING SERVICES, LTD.
ASSET PLANNING SERVICES, LTD. (CIK: 0001694287). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Original 13F HR (0001580642-17-000227) filed in 2017.01.13
#
Name
Shares
Value ($)
%
Options
Notes
101 VISA INC 1,000 83 0.07%
102 BOEING CO 600 79 0.07%
103 ISHARES TR 521 78 0.06%
104 VANGUARD SPECIALIZED PORTFOL 922 77 0.06%
105 AMERICAN AIRLS GROUP INC 2,115 77 0.06%
106 VANGUARD BD INDEX FDS 901 73 0.06%
107 UNITED TECHNOLOGIES CORP 705 72 0.06%
108 US BANCORP DEL 1,620 70 0.06%
109 WISDOMTREE TR 1,872 70 0.06%
110 HANCOCK JOHN PFD INCOME FD 3,087 69 0.06%
111 SCHWAB U.S. BROAD MARKET ETF 1,302 68 0.06%
112 PEPSICO INC 604 66 0.05%
113 PPL CORP 1,816 63 0.05%
114 ISHARES TR 1,194 61 0.05%
115 ISHARES TR 753 61 0.05%
116 ISHARES GOLD TRUST 4,695 60 0.05%
117 SPDR SERIES TRUST 1,477 57 0.05%
118 NORTHWEST BANCSHARES INC MD COM 3,500 55 0.05%
119 NUVEEN PREFERRED SECURITIES 5,700 55 0.05%
120 HERSHEY CO 558 53 0.04%
121 LABORATORY CORP AMER HLDGS 388 53 0.04%
122 WESTERN ASSET HGH YLD DFNDFD 3,383 52 0.04%
123 MICROSOFT CORP 900 52 0.04%
124 VANGUARD WORLD FD 820 51 0.04%
125 Berkshire Hills Bancorp Inc 1,800 50 0.04%
126 KEYCORP NEW 3,910 48 0.04%
127 ISHARES TR 381 48 0.04%
128 HOST HOTELS & RESORTS INC 2,971 46 0.04%
129 UNIFI INC COM NEW 1,530 45 0.04%
130 INTL PAPER CO 920 44 0.04%
131 CISCO SYS INC 1,376 44 0.04%
132 NEW YORK CMNTY BANCORP INC 3,000 43 0.04%
133 WISDOMTREE TR 1,032 43 0.04%
134 SELECT SECTOR SPDR TR 861 42 0.03%
135 SUN LIFE FINL INC 1,250 41 0.03%
136 WISDOMTREE TRUST EUROPE SMCP DV ETF 730 40 0.03%
137 BB&T CORP 1,032 39 0.03%
138 CHESAPEAKE UTILS CORP 646 39 0.03%
139 HALLIBURTON CO 860 39 0.03%
140 WELLS FARGO CO NEW 859 38 0.03%
141 ISHARES TR 561 38 0.03%
142 FACEBOOK INC 300 38 0.03%
143 JPMORGAN CHASE & CO 1,179 37 0.03%
144 GILEAD SCIENCES INC 440 35 0.03%
145 EXELON CORP 1,053 35 0.03%
146 GENERAL GROWTH 1,113 31 0.03%
147 GLAXOSMITHKLINE PLC 717 31 0.03%
148 ISHARES TR 229 28 0.02%
149 UNIVEST FINANCIAL CORPORATIO 1,220 28 0.02%
150 ISHARES TR 310 27 0.02%
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