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% |
