Instuitional Investor - Envision Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Envision Financial Planning, Llc |
| Portfolio Value | $196,204,583 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 494,701 | $19,016,322 | 9.69% | |
| 2. | Ishares Tr | 650,671 | $16,631,163 | 8.48% | |
| 3. | Ishares Tr - US TREAS BD ETF | 689,584 | $15,850,078 | 8.08% | |
| 4. | Ishares Tr | 697,966 | $14,482,784 | 7.38% | |
| 5. | Dimensional Etf Trust | 408,923 | $13,551,694 | 6.91% |
