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Essential Planning, LLC. 13F holdings

Filed 2026-08-03 · Essential Planning, LLC. · 87 positions · $353.9M

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TickerCompanySharesValue% of portfolio
DFAUDIMENSIONAL ETF TRUST1.1M$55.7M15.7%
BNDVANGUARD BD INDEX FDS677.0K$49.7M14.0%
VTIVANGUARD INDEX FDS70.6K$26.1M7.4%
DFAIDIMENSIONAL ETF TRUST485.6K$20.0M5.7%
DFSDDIMENSIONAL ETF TRUST338.6K$16.2M4.6%
JPLDJ P MORGAN EXCHANGE TRADED F297.0K$15.5M4.4%
DCORDIMENSIONAL ETF TRUST162.4K$13.3M3.8%
DFCFDIMENSIONAL ETF TRUST303.7K$12.8M3.6%
DFACDIMENSIONAL ETF TRUST280.0K$12.4M3.5%
SPYSTATE STR SPDR S&P 500 ETF T15.5K$11.6M3.3%
DFAEDIMENSIONAL ETF TRUST232.4K$9.3M2.6%
BSVVANGUARD BD INDEX FDS109.2K$8.5M2.4%
FBNDFIDELITY MERRIMACK STR TR164.2K$7.5M2.1%
IVVISHARES TR9.1K$6.8M1.9%
VEAVANGUARD TAX-MANAGED FDS88.4K$6.3M1.8%
DFICDIMENSIONAL ETF TRUST160.8K$6.0M1.7%
VTIPVANGUARD MALVERN FDS116.6K$5.9M1.7%
VBKVANGUARD INDEX FDS15.5K$5.7M1.6%
MBBISHARES TR49.2K$4.6M1.3%
FRELFIDELITY COVINGTON TRUST135.8K$4.0M1.1%
BONDPIMCO ETF TR39.9K$3.7M1.0%
MINTPIMCO ETF TR36.0K$3.6M1.0%
LLYELI LILLY & CO2.9K$3.4M1.0%
ACWIISHARES INC34.1K$2.8M0.8%
DFEMDIMENSIONAL ETF TRUST68.7K$2.8M0.8%
SHYISHARES TR33.3K$2.7M0.8%
IBTIISHARES TR91.5K$2.0M0.6%
AAPLAPPLE INC6.8K$2.0M0.6%
MSFTMICROSOFT CORP4.5K$1.7M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL2.8K$1.4M0.4%
GOOGLALPHABET INC3.7K$1.3M0.4%
IBTGISHARES TR54.8K$1.3M0.4%
DBNDDOUBLELINE ETF TRUST22.7K$1.0M0.3%
VMBSVANGUARD SCOTTSDALE FDS21.8K$1.0M0.3%
DUSBDIMENSIONAL ETF TRUST19.8K$1.0M0.3%
STPZPIMCO ETF TR18.7K$1.0M0.3%
WMTWALMART INC8.7K$989,6660.3%
VUSBVANGUARD BD INDEX FDS18.0K$897,2170.3%
IUSBISHARES TR17.6K$811,3630.2%
VXUSVANGUARD STAR FDS9.4K$800,9180.2%
DFIPDIMENSIONAL ETF TRUST19.2K$790,6250.2%
EPSWISDOMTREE TR10.0K$778,8650.2%
IXUSISHARES TR7.2K$688,5040.2%
VBRVANGUARD INDEX FDS2.8K$680,6150.2%
BNDXVANGUARD CHARLOTTE FDS13.2K$639,5100.2%
VIGVANGUARD SPECIALIZED FUNDS2.7K$631,5610.2%
VOOVANGUARD INDEX FDS898$616,7040.2%
DFGRDIMENSIONAL ETF TRUST21.1K$610,0510.2%
IBTHISHARES TR25.9K$579,1240.2%
EUSBISHARES TR13.2K$572,5290.2%
VHTVANGUARD WORLD FD1.8K$543,6810.2%
DFSVDIMENSIONAL ETF TRUST13.6K$529,2900.1%
EESWISDOMTREE TR7.5K$511,1030.1%
GSGOLDMAN SACHS GROUP INC500$505,6850.1%
AMZNAMAZON COM INC2.1K$495,0540.1%
DSIISHARES TR3.4K$478,3660.1%
ESGVVANGUARD WORLD FD3.5K$458,7280.1%
JPMJPMORGAN CHASE & CO1.4K$451,0610.1%
LRCXLAM RESEARCH CORP1.0K$441,9970.1%
DFUSDIMENSIONAL ETF TRUST5.4K$441,4930.1%
Top Fund Holdings
13F
Top Fund Holdings

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