Instuitional Investor - Essential Planning, Llc.

Fund Profile
Filing Period:
Fund Name: Essential Planning, Llc.
Portfolio Value $248,176,042
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. BND 751,437 $55,192,972 22.24%
2.
Dimensional Etf Trust
1,253,243 $48,174,775 19.41%
3.
Dimensional Etf Trust
526,409 $16,439,725 6.62%
4.
Vanguard Index Fds
53,688 $14,756,410 5.95%
5.
Dimensional Etf Trust
218,149 $9,175,314 3.7%