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Home > Institutional Investor > Essential Planning, Llc. > 13F Holdings

Instuitional Investor - Essential Planning, Llc.

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%
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)