Instuitional Investor - Envision Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Envision Financial Planning, Llc |
| Portfolio Value | $307,304,601 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 607,288 | $27,625,533 | 8.99% | |
| 2. | DFAC | 524,562 | $27,114,598 | 8.82% | |
| 3. | Capital Group Conservative E | 639,031 | $20,973,001 | 6.82% | |
| 4. | DFAC | 475,633 | $19,848,160 | 6.46% | |
| 5. | Ishares Tr - US TREAS BD ETF | 847,680 | $19,310,142 | 6.28% |
Hedge Fund Resource Center 
