Long-term investor
Asset Planning,Inc. @assetplanninginc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002048547).
Record
- Tracked since 2025-06-30 (441 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +17.6% · all +17.6%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 10.3% · long · since 2025-06-30
- AMZN · 9.4% · long · since 2025-06-30
- TDG · 7.6% · long · since 2025-06-30
- ALL · 7.3% · long · since 2025-06-30
- AAPL · 5.7% · long · since 2025-06-30
- COST · 4.0% · long · since 2025-06-30
- NVDA · 3.1% · long · since 2025-06-30
- WELL · 3.0% · long · since 2025-06-30
- MCD · 2.2% · long · since 2025-06-30
- MO · 2.2% · long · since 2025-06-30
- O · 2.0% · long · since 2025-06-30
- EW · 1.5% · long · since 2025-06-30