Instuitional Investor - Essential Planning, Llc.
Fund Profile
Filing Period:
| Fund Name: | Essential Planning, Llc. |
| Portfolio Value | $313,564,292 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,166,386 | $54,586,961 | 17.41% | |
| 2. | BND | 736,279 | $54,536,159 | 17.39% | |
| 3. | Vanguard Index Fds | 63,036 | $21,134,496 | 6.74% | |
| 4. | Dimensional Etf Trust | 510,887 | $19,469,857 | 6.21% | |
| 5. | Dimensional Etf Trust | 246,127 | $10,475,133 | 3.34% |
Hedge Fund Resource Center 
