Instuitional Investor - Envision Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Envision Financial Planning, Llc |
| Portfolio Value | $114,175,873 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 420,605 | $13,985,123 | 12.24% | |
| 2. | Ishares Tr | 536,371 | $13,865,198 | 12.14% | |
| 3. | Ishares Tr | 557,411 | $11,577,423 | 10.13% | |
| 4. | Ishares Tr | 412,702 | $9,521,027 | 8.33% | |
| 5. | Dimensional Etf Trust | 169,476 | $8,783,939 | 7.69% |
