Instuitional Investor - Essential Planning, Llc.
Fund Profile
Filing Period:
| Fund Name: | Essential Planning, Llc. |
| Portfolio Value | $198,142,739 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Pimco Etf Trust | 507,560 | $46,923,836 | 23.68% | |
| 2. | Dimensional Etf Trust | 1,177,240 | $39,143,210 | 19.75% | |
| 3. | Dimensional Etf Trust | 459,837 | $13,169,700 | 6.64% | |
| 4. | Vanguard Index Fds | 52,581 | $12,473,719 | 6.29% | |
| 5. | Dimensional Etf Trust | 182,058 | $7,699,247 | 3.88% |
