Instuitional Investor - Envision Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Envision Financial Planning, Llc |
| Portfolio Value | $276,387,179 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 560,272 | $25,559,642 | 9.25% | |
| 2. | Dimensional Etf Trust | 523,955 | $23,640,864 | 8.55% | |
| 3. | Ishares Tr | 838,607 | $21,678,003 | 7.84% | |
| 4. | Ishares Tr - US TREAS BD ETF | 927,889 | $21,257,940 | 7.69% | |
| 5. | Capital Group Conservative E | 628,948 | $18,748,961 | 6.78% |
Hedge Fund Resource Center 
