Instuitional Investor - Envision Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Envision Financial Planning, Llc |
| Portfolio Value | $193,505,548 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 522,402 | $21,152,071 | 10.93% | |
| 2. | Ishares Tr | 634,282 | $15,920,469 | 8.22% | |
| 3. | Ishares Tr | 669,089 | $15,375,658 | 7.94% | |
| 4. | Dimensional Etf Trust | 410,813 | $13,881,363 | 7.17% | |
| 5. | Ishares Tr | 681,463 | $13,867,769 | 7.16% |
