Instuitional Investor - Essential Planning, Llc.
Fund Profile
Filing Period:
| Fund Name: | Essential Planning, Llc. |
| Portfolio Value | $268,589,825 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 768,404 | $56,577,563 | 21.06% | |
| 2. | Dimensional Etf Trust | 1,269,662 | $53,782,926 | 20.02% | |
| 3. | Dimensional Etf Trust | 534,800 | $18,488,010 | 6.88% | |
| 4. | Vanguard Index Fds | 54,460 | $16,552,960 | 6.16% | |
| 5. | Dimensional Etf Trust | 227,808 | $9,627,134 | 3.58% |
