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Home > Institutional Investor > Essential Planning, Llc. > 13F Holdings

Instuitional Investor - Essential Planning, Llc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 1,077,468 $55,694,446 15.74%
2.
Vanguard Bond Index Funds
 BND 676,966 $49,695,976 14.04%
3.
Vanguard Index Fds
 70,599 $26,124,943 7.38%
4.
Dimensional Etf Trust
 DFAC 485,639 $20,032,571 5.66%
5.
Dimensional Etf Trust
 DFAC 338,620 $16,169,046 4.57%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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