Instuitional Investor - Envision Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Envision Financial Planning, Llc |
| Portfolio Value | $264,503,780 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 500,004 | $23,400,200 | 8.85% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 497,887 | $22,922,717 | 8.67% | |
| 3. | Ishares Tr | 788,791 | $20,618,985 | 7.8% | |
| 4. | Ishares Tr - US TREAS BD ETF | 867,377 | $19,971,348 | 7.55% | |
| 5. | Capital Group Conservative E | 604,129 | $18,419,885 | 6.96% |
Hedge Fund Resource Center 
