The Analysis of Essential Planning, LLC.'s Holdings
Currently, Essential Planning, LLC. holds 85 types of securities in its portfolio with a total value $290.5M. In the most recent quarter, they have increased their positions in JPLD (+43.9K shares, valued at $2.3M), DCOR (+26.5K shares, valued at $1.9M), SPY (+2.6K shares, valued at $1.7M); decreased their positions in DFAU (-46.4K shares, valued at $2.1M), LLY (-1.3K shares, valued at $971.3K), DFAI (-12.2K shares, valued at $441.8K); initiated new positions in DFGR (+9.4K shares, valued at $255.8K), AVGO (+682 shares, valued at $225.0K), VBR (+1.0K shares, valued at $208.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS763.2K shares-0.67%2025-09-302025-10-28
DFAU DIMENSIONAL ETF TRUST1.2M shares-3.65%2025-09-302025-10-28 DFAI DIMENSIONAL ETF TRUST522.6K shares-2.27%2025-09-302025-10-28 VTI VANGUARD INDEX FDS57.8K shares6.13%2025-09-302025-10-28 DFCF DIMENSIONAL ETF TRUST224.9K shares-1.27%2025-09-302025-10-28 DFAE DIMENSIONAL ETF TRUST251.8K shares-1.68%2025-09-302025-10-28 LLY ELI LILLY & CO9.7K shares-11.58%2025-09-302025-10-28 BSV VANGUARD BD INDEX FDS91.1K shares5.04%2025-09-302025-10-28 DFSD DIMENSIONAL ETF TRUST143.4K shares30.49%2025-09-302025-10-28 VTIP VANGUARD MALVERN FDS119.5K shares4.32%2025-09-302025-10-28 DFAC DIMENSIONAL ETF TRUST154.4K shares38.53%2025-09-302025-10-28 IVV ISHARES TR8.9K shares-4.36%2025-09-302025-10-28 MBB ISHARES TR56.3K shares-0.34%2025-09-302025-10-28 DCOR DIMENSIONAL ETF TRUST71.5K shares58.87%2025-09-302025-10-28 JPLD J P MORGAN EXCHANGE TRADED F97.0K shares82.63%2025-09-302025-10-28 VBK VANGUARD INDEX FDS16.3K shares-3.57%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR7.3K shares56.69%2025-09-302025-10-28 BOND PIMCO ETF TR43.4K shares-3.62%2025-09-302025-10-28 FREL FIDELITY COVINGTON TRUST132.0K shares0.36%2025-09-302025-10-28 SHY ISHARES TR40.2K shares-3.15%2025-09-302025-10-28 FBND FIDELITY MERRIMACK STR TR57.3K shares68.33%2025-09-302025-10-28 VEA VANGUARD TAX-MANAGED FDS43.9K shares53.69%2025-09-302025-10-28 DFIC DIMENSIONAL ETF TRUST79.0K shares52.66%2025-09-302025-10-28 MSFT MICROSOFT CORP4.5K shares1.38%2025-09-302025-10-28 IBTF ISHARES TR85.4K shares-5.64%2025-09-302025-10-28 AAPL APPLE INC6.9K shares-1.44%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares0.00%2025-09-302025-10-28 IBTG ISHARES TR57.1K shares-7.36%2025-09-302025-10-28 BNDX VANGUARD CHARLOTTE FDS24.1K shares88.18%2025-09-302025-10-28 DBND DOUBLELINE ETF TRUST25.5K shares0.12%2025-09-302025-10-28 MINT PIMCO ETF TR11.5K shares16.97%2025-09-302025-10-28 IEMG ISHARES INC17.3K shares53.87%2025-09-302025-10-28 STPZ PIMCO ETF TR20.9K shares-12.87%2025-09-302025-10-28 DFEM DIMENSIONAL ETF TRUST34.7K shares54.49%2025-09-302025-10-28 VMBS VANGUARD SCOTTSDALE FDS23.5K shares-10.72%2025-09-302025-10-28 IUSB ISHARES TR20.4K shares0.00%2025-09-302025-10-28 WMT WALMART INC8.8K shares0.00%2025-09-302025-10-28 GOOGL ALPHABET INC3.6K shares0.03%2025-09-302025-10-28 VXUS VANGUARD STAR FDS11.7K shares-6.20%2025-09-302025-10-28 EPS WISDOMTREE TR10.9K shares0.01%2025-09-302025-10-28 IXUS ISHARES TR8.5K shares0.00%2025-09-302025-10-28 VIG VANGUARD SPECIALIZED FUNDS3.1K shares-2.40%2025-09-302025-10-28 VOO VANGUARD INDEX FDS1.1K shares0.10%2025-09-302025-10-28 IBTH ISHARES TR27.2K shares-14.60%2025-09-302025-10-28 VHT VANGUARD WORLD FD2.3K shares-2.16%2025-09-302025-10-28 EUSB ISHARES TR13.3K shares0.08%2025-09-302025-10-28 VCSH VANGUARD SCOTTSDALE FDS6.9K shares-11.62%2025-09-302025-10-28 DFSV DIMENSIONAL ETF TRUST15.9K shares0.00%2025-09-302025-10-28 DFUS DIMENSIONAL ETF TRUST6.6K shares0.00%2025-09-302025-10-28 LOW LOWES COS INC1.8K shares-16.03%2025-09-302025-10-28 VGSH VANGUARD SCOTTSDALE FDS7.5K shares-2.42%2025-09-302025-10-28 AMZN AMAZON COM INC2.0K shares7.50%2025-09-302025-10-28 EES WISDOMTREE TR7.8K shares0.01%2025-09-302025-10-28 DSI ISHARES TR3.4K shares-3.11%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.1.4K shares11.24%2025-09-302025-10-28 ESGV VANGUARD WORLD FD3.6K shares-0.47%2025-09-302025-10-28 WDAY WORKDAY INC1.7K shares0.00%2025-09-302025-10-28 VCEB VANGUARD WORLD FD6.3K shares-2.66%2025-09-302025-10-28 GS GOLDMAN SACHS GROUP INC500 shares0.00%2025-09-302025-10-28 IJT ISHARES TR2.7K shares0.00%2025-09-302025-10-28 VB VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-10-28 RSP INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-09-302025-10-28 HON HONEYWELL INTL INC1.8K shares0.00%2025-09-302025-10-28 DTD WISDOMTREE TR4.3K shares0.02%2025-09-302025-10-28 NVDA NVIDIA CORPORATION1.8K shares-30.77%2025-09-302025-10-28 T AT&T INC11.8K shares-0.38%2025-09-302025-10-28 TT TRANE TECHNOLOGIES PLC738 shares0.00%2025-09-302025-10-28 META META PLATFORMS INC418 shares0.00%2025-09-302025-10-28 VWO VANGUARD INTL EQUITY INDEX F5.5K shares-3.59%2025-09-302025-10-28 ANET ARISTA NETWORKS INC2.0K shares0.00%2025-09-302025-10-28 RTX RTX CORPORATION1.7K shares-3.63%2025-09-302025-10-28 SUB ISHARES TR2.6K shares0.00%2025-09-302025-10-28 DFAX DIMENSIONAL ETF TRUST9.0K shares0.03%2025-09-302025-10-28 IBTI ISHARES TR12.5K shares0.63%2025-09-302025-10-28 DUSB DIMENSIONAL ETF TRUST5.5K shares33.32%2025-09-302025-10-28 DFUV DIMENSIONAL ETF TRUST6.1K shares0.44%2025-09-302025-10-28 VUG VANGUARD INDEX FDS559 shares-7.76%2025-09-302025-10-28 VDC VANGUARD WORLD FD1.2K shares0.00%2025-09-302025-10-28 DFGR DIMENSIONAL ETF TRUST9.4K sharesnew addition2025-09-302025-10-28 AGG ISHARES TR2.3K shares0.13%2025-09-302025-10-28 IYC ISHARES TR2.2K shares0.00%2025-09-302025-10-28 AVGO BROADCOM INC682 sharesnew addition2025-09-302025-10-28 WFC WELLS FARGO CO NEW2.6K shares0.00%2025-09-302025-10-28 VBR VANGUARD INDEX FDS1.0K sharesnew addition2025-09-302025-10-28 HYPR HYPERFINE INC42.4K shares0.00%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available