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Home > Institutional Investor > Essential Planning, Llc. > Profile

Instuitional Investor - Essential Planning, Llc.

Fund Profile
Filing Period:
Fund Name: Essential Planning, Llc.
Portfolio Value $15,352,691,535
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 45,844,512 $3,352,920,343 21.83%
2.
Dimensional Etf Trust
 77,812,926 $3,177,525,300 20.69%
3.
Dimensional Etf Trust
 32,285,828 $979,473,120 6.37%
4.
Vanguard Index Fds
 3,223,294 $940,012,294 6.12%
5.
Eli Lilly & Co
 LLY 716,081 $593,543,556 3.86%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)