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%