Sponsored

The Analysis of Essential Planning, LLC.'s Holdings & P&L

Currently, Essential Planning, LLC. holds 85 types of securities in its portfolio with a total value $314.5M. In the most recent quarter, they have increased their positions in JPLD (+67.1K shares, valued at $3.5M), DFSD (+58.4K shares, valued at $2.8M), DCOR (+34.8K shares, valued at $2.5M); decreased their positions in LLY (-6.9K shares, valued at $6.3M), DFAU (-34.0K shares, valued at $1.5M), BND (-20.1K shares, valued at $1.5M); initiated new positions in XOM (+1.6K shares, valued at $272.8K), N/A (+1.0K shares, valued at $217.9K).

1M P&L

+6.9M+2.11%

3M P&L

+7.4M+2.27%

HY P&L

+19.7M+6.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A299.2M

96.3%

2Drug Manufacturers - General2.6M

0.8%

3Software - Infrastructure1.8M

0.6%

Top Industries by Stock Count

1N/A61 stocks

77.2%

2Banks - Diversified2 stocks

2.5%

3Internet Retail1 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS716.2K shares-2.73%2026-03-312026-04-23

DFAU DIMENSIONAL ETF TRUST1.1M shares-2.92%2026-03-312026-04-23

VTI VANGUARD INDEX FDS66.3K shares5.25%2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST503.3K shares-1.49%2026-03-312026-04-23

DFSD DIMENSIONAL ETF TRUST263.5K shares28.44%2026-03-312026-04-23

JPLD J P MORGAN EXCHANGE TRADED F228.9K shares41.52%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST263.4K shares7.01%2026-03-312026-04-23

DCOR DIMENSIONAL ETF TRUST136.3K shares34.30%2026-03-312026-04-23

Sponsored

DFAC DIMENSIONAL ETF TRUST237.3K shares18.23%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T12.6K shares23.91%2026-03-312026-04-23

DFAE DIMENSIONAL ETF TRUST241.1K shares-1.21%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS103.9K shares8.42%2026-03-312026-04-23

IVV ISHARES TR9.2K shares-1.83%2026-03-312026-04-23

VTIP VANGUARD MALVERN FDS117.1K shares1.52%2026-03-312026-04-23

FBND FIDELITY MERRIMACK STR TR119.9K shares30.92%2026-03-312026-04-23

MBB ISHARES TR51.6K shares-3.45%2026-03-312026-04-23

Sponsored

VBK VANGUARD INDEX FDS15.8K shares-2.44%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS72.2K shares19.74%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST130.2K shares19.55%2026-03-312026-04-23

BOND PIMCO ETF TR42.1K shares-2.42%2026-03-312026-04-23

FREL FIDELITY COVINGTON TRUST134.9K shares0.85%2026-03-312026-04-23

SHY ISHARES TR34.5K shares-4.63%2026-03-312026-04-23

MINT PIMCO ETF TR27.2K shares42.10%2026-03-312026-04-23

LLY ELI LILLY & CO2.8K shares-70.80%2026-03-312026-04-23

Sponsored

IBTI ISHARES TR92.2K shares-3.51%2026-03-312026-04-23

IEMG ISHARES INC28.3K shares18.92%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST57.0K shares19.19%2026-03-312026-04-23

MSFT MICROSOFT CORP5.0K shares-0.38%2026-03-312026-04-23

AAPL APPLE INC6.9K shares0.00%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8K shares-19.38%2026-03-312026-04-23

IBTG ISHARES TR55.7K shares-0.73%2026-03-312026-04-23

DBND DOUBLELINE ETF TRUST23.8K shares0.08%2026-03-312026-04-23

Sponsored

WMT WALMART INC8.7K shares-2.11%2026-03-312026-04-23

VMBS VANGUARD SCOTTSDALE FDS22.8K shares-0.52%2026-03-312026-04-23

STPZ PIMCO ETF TR19.7K shares-5.19%2026-03-312026-04-23

ALPHABET INC ALPHABET INC3.7K shares0.00%2026-03-312026-04-23

IUSB ISHARES TR18.7K shares0.00%2026-03-312026-04-23

VXUS VANGUARD STAR FDS10.1K shares-9.47%2026-03-312026-04-23

DUSB DIMENSIONAL ETF TRUST14.5K shares58.04%2026-03-312026-04-23

EPS WISDOMTREE TR10.4K shares0.01%2026-03-312026-04-23

Sponsored

VBR VANGUARD INDEX FDS3.2K shares0.00%2026-03-312026-04-23

IXUS ISHARES TR7.7K shares-11.20%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS13.3K shares-0.10%2026-03-312026-04-23

VUSB VANGUARD BD INDEX FDS12.7K shares73.70%2026-03-312026-04-23

DFIP DIMENSIONAL ETF TRUST14.6K shares77.68%2026-03-312026-04-23

IBTH ISHARES TR25.8K shares-1.47%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS2.7K shares-12.64%2026-03-312026-04-23

EUSB ISHARES TR13.0K shares-2.07%2026-03-312026-04-23

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS923 shares-4.55%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F9.5K shares-2.66%2026-03-312026-04-23

DFSV DIMENSIONAL ETF TRUST14.5K shares-0.12%2026-03-312026-04-23

VHT VANGUARD WORLD FD1.8K shares-0.27%2026-03-312026-04-23

DFGR DIMENSIONAL ETF TRUST16.6K shares23.81%2026-03-312026-04-23

VGSH VANGUARD SCOTTSDALE FDS7.5K shares0.00%2026-03-312026-04-23

EES WISDOMTREE TR7.5K shares0.00%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC500 shares0.00%2026-03-312026-04-23

Sponsored

AMZN AMAZON COM INC2.0K shares0.00%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST5.9K shares-0.15%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO1.4K shares0.00%2026-03-312026-04-23

DSI ISHARES TR3.3K shares0.03%2026-03-312026-04-23

HON HONEYWELL INTL INC1.8K shares0.00%2026-03-312026-04-23

VCEB VANGUARD WORLD FD6.3K shares-0.09%2026-03-312026-04-23

ESGV VANGUARD WORLD FD3.4K shares-2.22%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS4.8K shares-4.29%2026-03-312026-04-23

Sponsored

VTV VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-04-23

VB VANGUARD INDEX FDS1.3K shares-0.52%2026-03-312026-04-23

IJT ISHARES TR2.4K shares-0.16%2026-03-312026-04-23

RTX RTX CORPORATION1.8K shares3.26%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST9.7K shares8.09%2026-03-312026-04-23

DTD WISDOMTREE TR3.8K shares0.03%2026-03-312026-04-23

NVDA NVIDIA CORPORATION1.8K shares-0.27%2026-03-312026-04-23

Sponsored

IDXX IDEXX LABS INC559 shares0.00%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC738 shares0.00%2026-03-312026-04-23

T AT&T INC10.4K shares-6.95%2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST6.2K shares0.37%2026-03-312026-04-23

XOM EXXON MOBIL CORP1.6K sharesnew addition2026-03-312026-04-23

SUB ISHARES TR2.5K shares-3.56%2026-03-312026-04-23

VDC VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K shares0.00%2026-03-312026-04-23

Sponsored

META META PLATFORMS INC418 shares0.00%2026-03-312026-04-23

WDAY WORKDAY INC1.7K shares0.00%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-04-23

WFC WELLS FARGO & CO2.6K shares0.00%2026-03-312026-04-23

HYPR HYPERFINE INC42.4K shares0.00%2026-03-312026-04-23

BND

VANGUARD BD INDEX FDS

-2.73%

Shares716.2K

Event2026-03-31

Filed2026-04-23

DFAU

DIMENSIONAL ETF TRUST

-2.92%

Shares1.1M

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

5.25%

Shares66.3K

Event2026-03-31

Filed2026-04-23

DFAI

DIMENSIONAL ETF TRUST

-1.49%

Shares503.3K

Event2026-03-31

Filed2026-04-23

DFSD

DIMENSIONAL ETF TRUST

28.44%

Shares263.5K

Event2026-03-31

Filed2026-04-23

JPLD

J P MORGAN EXCHANGE TRADED F

41.52%

Shares228.9K

Event2026-03-31

Filed2026-04-23

DFCF

DIMENSIONAL ETF TRUST

7.01%

Shares263.4K

Event2026-03-31

Filed2026-04-23

DCOR

DIMENSIONAL ETF TRUST

34.30%

Shares136.3K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

18.23%

Shares237.3K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

23.91%

Shares12.6K

Event2026-03-31

Filed2026-04-23

DFAE

DIMENSIONAL ETF TRUST

-1.21%

Shares241.1K

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD BD INDEX FDS

8.42%

Shares103.9K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

-1.83%

Shares9.2K

Event2026-03-31

Filed2026-04-23

VTIP

VANGUARD MALVERN FDS

1.52%

Shares117.1K

Event2026-03-31

Filed2026-04-23

FBND

FIDELITY MERRIMACK STR TR

30.92%

Shares119.9K

Event2026-03-31

Filed2026-04-23

MBB

ISHARES TR

-3.45%

Shares51.6K

Event2026-03-31

Filed2026-04-23

VBK

VANGUARD INDEX FDS

-2.44%

Shares15.8K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

19.74%

Shares72.2K

Event2026-03-31

Filed2026-04-23

DFIC

DIMENSIONAL ETF TRUST

19.55%

Shares130.2K

Event2026-03-31

Filed2026-04-23

BOND

PIMCO ETF TR

-2.42%

Shares42.1K

Event2026-03-31

Filed2026-04-23

FREL

FIDELITY COVINGTON TRUST

0.85%

Shares134.9K

Event2026-03-31

Filed2026-04-23

SHY

ISHARES TR

-4.63%

Shares34.5K

Event2026-03-31

Filed2026-04-23

MINT

PIMCO ETF TR

42.10%

Shares27.2K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

-70.80%

Shares2.8K

Event2026-03-31

Filed2026-04-23

IBTI

ISHARES TR

-3.51%

Shares92.2K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

18.92%

Shares28.3K

Event2026-03-31

Filed2026-04-23

DFEM

DIMENSIONAL ETF TRUST

19.19%

Shares57.0K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-0.38%

Shares5.0K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-19.38%

Shares2.8K

Event2026-03-31

Filed2026-04-23

IBTG

ISHARES TR

-0.73%

Shares55.7K

Event2026-03-31

Filed2026-04-23

DBND

DOUBLELINE ETF TRUST

0.08%

Shares23.8K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-2.11%

Shares8.7K

Event2026-03-31

Filed2026-04-23

VMBS

VANGUARD SCOTTSDALE FDS

-0.52%

Shares22.8K

Event2026-03-31

Filed2026-04-23

STPZ

PIMCO ETF TR

-5.19%

Shares19.7K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-23

IUSB

ISHARES TR

0.00%

Shares18.7K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

-9.47%

Shares10.1K

Event2026-03-31

Filed2026-04-23

DUSB

DIMENSIONAL ETF TRUST

58.04%

Shares14.5K

Event2026-03-31

Filed2026-04-23

EPS

WISDOMTREE TR

0.01%

Shares10.4K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

IXUS

ISHARES TR

-11.20%

Shares7.7K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

-0.10%

Shares13.3K

Event2026-03-31

Filed2026-04-23

VUSB

VANGUARD BD INDEX FDS

73.70%

Shares12.7K

Event2026-03-31

Filed2026-04-23

DFIP

DIMENSIONAL ETF TRUST

77.68%

Shares14.6K

Event2026-03-31

Filed2026-04-23

IBTH

ISHARES TR

-1.47%

Shares25.8K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

-12.64%

Shares2.7K

Event2026-03-31

Filed2026-04-23

EUSB

ISHARES TR

-2.07%

Shares13.0K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-4.55%

Shares923

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

-2.66%

Shares9.5K

Event2026-03-31

Filed2026-04-23

DFSV

DIMENSIONAL ETF TRUST

-0.12%

Shares14.5K

Event2026-03-31

Filed2026-04-23

VHT

VANGUARD WORLD FD

-0.27%

Shares1.8K

Event2026-03-31

Filed2026-04-23

DFGR

DIMENSIONAL ETF TRUST

23.81%

Shares16.6K

Event2026-03-31

Filed2026-04-23

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-23

EES

WISDOMTREE TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

-0.15%

Shares5.9K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

DSI

ISHARES TR

0.03%

Shares3.3K

Event2026-03-31

Filed2026-04-23

HON

HONEYWELL INTL INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

VCEB

VANGUARD WORLD FD

-0.09%

Shares6.3K

Event2026-03-31

Filed2026-04-23

ESGV

VANGUARD WORLD FD

-2.22%

Shares3.4K

Event2026-03-31

Filed2026-04-23

VCSH

VANGUARD SCOTTSDALE FDS

-4.29%

Shares4.8K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-0.52%

Shares1.3K

Event2026-03-31

Filed2026-04-23

IJT

ISHARES TR

-0.16%

Shares2.4K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

3.26%

Shares1.8K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

8.09%

Shares9.7K

Event2026-03-31

Filed2026-04-23

DTD

WISDOMTREE TR

0.03%

Shares3.8K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-0.27%

Shares1.8K

Event2026-03-31

Filed2026-04-23

IDXX

IDEXX LABS INC

0.00%

Shares559

Event2026-03-31

Filed2026-04-23

TRANE TECHNOLOGIES PLC

0.00%

Shares738

Event2026-03-31

Filed2026-04-23

AT&T INC

-6.95%

Shares10.4K

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL ETF TRUST

0.37%

Shares6.2K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

-3.56%

Shares2.5K

Event2026-03-31

Filed2026-04-23

VDC

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

ARISTA NETWORKS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23