Instuitional Investor - Essential Planning, Llc.
Fund Profile
Filing Period:
| Fund Name: | Essential Planning, Llc. |
| Portfolio Value | $290,475,500 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 763,229 | $56,761,406 | 19.54% | |
| 2. | Dimensional Etf Trust | 1,223,276 | $55,977,227 | 19.27% | |
| 3. | Dimensional Etf Trust | 522,645 | $18,998,191 | 6.54% | |
| 4. | Vanguard Index Fds | 57,796 | $18,967,508 | 6.53% | |
| 5. | Dimensional Etf Trust | 224,911 | $9,617,134 | 3.31% |
Hedge Fund Resource Center 
