The Analysis of Envision Financial Planning, LLC's Holdings
Currently, Envision Financial Planning, LLC holds 45 types of securities in its portfolio with a total value $235.8M. In the most recent quarter, they have increased their positions in GOVT (+135.4K shares, valued at $3.1M), IBDY (+110.5K shares, valued at $2.9M), CGMU (+96.6K shares, valued at $2.6M); decreased their positions in IBMQ (-40.8K shares, valued at $1.0M), IBMP (-40.9K shares, valued at $1.0M), IBMR (-7.9K shares, valued at $202.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST510.9K shares3.62%2025-09-302025-11-14
IBDY ISHARES TR788.1K shares16.31%2025-09-302025-11-14 GOVT ISHARES TR852.3K shares18.89%2025-09-302025-11-14 IBDW ISHARES TR845.9K shares16.87%2025-09-302025-11-14 DUHP DIMENSIONAL ETF TRUST431.7K shares6.32%2025-09-302025-11-14 DFAE DIMENSIONAL ETF TRUST476.3K shares1.07%2025-09-302025-11-14 DFAI DIMENSIONAL ETF TRUST404.9K shares2.49%2025-09-302025-11-14 IBDU ISHARES TR592.1K shares15.63%2025-09-302025-11-14 DIHP DIMENSIONAL ETF TRUST414.4K shares6.25%2025-09-302025-11-14 DFUS DIMENSIONAL ETF TRUST157.3K shares1.06%2025-09-302025-11-14 DFAS DIMENSIONAL ETF TRUST140.4K shares4.43%2025-09-302025-11-14 AVMC AMERICAN CENTY ETF TR132.2K shares6.59%2025-09-302025-11-14 CGMU CAPITAL GRP FIXED INCM ETF T215.6K shares81.22%2025-09-302025-11-14 FBND FIDELITY MERRIMACK STR TR105.9K shares15.14%2025-09-302025-11-14 CGCV CAPITAL GROUP CONSERVATIVE E141.7K shares35.29%2025-09-302025-11-14 DFLV DIMENSIONAL ETF TRUST90.4K shares4.76%2025-09-302025-11-14 XLV SELECT SECTOR SPDR TR21.2K shares2.42%2025-09-302025-11-14 BSMW INVESCO EXCH TRD SLF IDX FD107.0K shares93.85%2025-09-302025-11-14 BSMY INVESCO EXCH TRD SLF IDX FD107.3K shares467.01%2025-09-302025-11-14 BSSX INVESCO EXCH TRD SLF IDX FD98.0K shares110.05%2025-09-302025-11-14 BSMV INVESCO EXCH TRD SLF IDX FD104.3K shares105.56%2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS24.8K shares86.85%2025-09-302025-11-14 DFIC DIMENSIONAL ETF TRUST59.3K shares-1.35%2025-09-302025-11-14 VOT VANGUARD INDEX FDS6.3K shares-0.17%2025-09-302025-11-14 BSMU INVESCO EXCH TRD SLF IDX FD76.7K shares13.61%2025-09-302025-11-14 IBMR ISHARES TR46.5K shares-14.58%2025-09-302025-11-14 VO VANGUARD INDEX FDS4.0K shares0.03%2025-09-302025-11-14 IVOO VANGUARD ADMIRAL FDS INC10.6K shares13.70%2025-09-302025-11-14 IBMQ ISHARES TR43.7K shares-48.33%2025-09-302025-11-14 VTI VANGUARD INDEX FDS2.9K shares0.00%2025-09-302025-11-14 DEHP DIMENSIONAL ETF TRUST29.7K shares0.00%2025-09-302025-11-14 VBR VANGUARD INDEX FDS4.0K shares0.00%2025-09-302025-11-14 DFAW DIMENSIONAL ETF TRUST9.6K shares3.70%2025-09-302025-11-14 VTV VANGUARD INDEX FDS3.5K shares0.00%2025-09-302025-11-14 IBMP ISHARES TR23.4K shares-63.55%2025-09-302025-11-14 NUE NUCOR CORP4.3K shares-0.21%2025-09-302025-11-14 DFSU DIMENSIONAL ETF TRUST12.2K shares11.61%2025-09-302025-11-14 AAPL APPLE INC1.8K shares16.78%2025-09-302025-11-14 CGDV CAPITAL GROUP DIVIDEND VALUE9.7K shares0.33%2025-09-302025-11-14 MSFT MICROSOFT CORP727 shares-1.76%2025-09-302025-11-14 DFSI DIMENSIONAL ETF TRUST9.0K shares4.42%2025-09-302025-11-14 QUAL ISHARES TR1.8K shares0.00%2025-09-302025-11-14 IAU ISHARES GOLD TR4.6K shares0.00%2025-09-302025-11-14 DFNM DIMENSIONAL ETF TRUST5.8K shares-11.83%2025-09-302025-11-14 IBRX IMMUNITYBIO INC10.4K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available