Instuitional Investor - Envision Financial Planning, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 510,893 | $23,378,469 | 9.91% | |
| 2. | Ishares Tr | 788,095 | $20,671,725 | 8.77% | |
| 3. | Ishares Tr - US TREAS BD ETF | 852,309 | $19,705,388 | 8.36% | |
| 4. | Ishares Tr | 845,902 | $17,950,037 | 7.61% | |
| 5. | Dimensional Etf Trust | 431,668 | $16,304,085 | 6.91% |
Hedge Fund Resource Center 
