Instuitional Investor - Envision Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Envision Financial Planning, Llc |
| Portfolio Value | $213,855,207 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 493,050 | $20,885,609 | 9.77% | |
| 2. | Ishares Tr | 677,596 | $17,553,140 | 8.21% | |
| 3. | Ishares Tr - US TREAS BD ETF | 716,875 | $16,473,794 | 7.7% | |
| 4. | Ishares Tr | 723,823 | $15,229,240 | 7.12% | |
| 5. | Dimensional Etf Trust | 406,013 | $14,437,823 | 6.75% |
