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Essential Planning

Latest statistics and disclosures from Essential Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are BND, DFAU, DFAI, VTI, DFCF, and represent 57.92% of Essential Planning's stock portfolio.
Added to shares of these 1 stock: HYPR.
Started 1 new stock position in HYPR.
Reduced shares in these 10 stocks: BND (-$3.3B), DFAU (-$2.9B), DFAI (-$992M), VTI (-$871M), LLY (-$582M), DFCF (-$477M), DFAE (-$396M), BSV (-$371M), IVV (-$352M), VTIP (-$335M).
Sold out of its positions in ABT, ADBE, ASIX, SIXO, ABNB, LNT, ALL, MO, AEP, AVXL.
Essential Planning was a net seller of stock by $-15B.
Essential Planning has $248M in assets under management (AUM), dropping by -98.38%.
Central Index Key (CIK): 0001949824

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Portfolio Holdings for Essential Planning

Essential Planning holds 81 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	22.2	$55M	-98%	751k	73.45	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	19.4	$48M	-98%	1.3M	38.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.6	$16M	-98%	526k	31.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.9	$15M	-98%	54k	274.85	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.7	$9.2M	-98%	218k	42.06	View chart
Eli Lilly & Co. (LLY)	3.7	$9.1M	-98%	11k	825.89	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.6	$6.5M	-98%	83k	78.28	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.6	$6.5M	-98%	251k	25.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.3	$5.6M	-98%	112k	49.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$5.3M	-98%	9.4k	561.86	View chart
Ishares Tr Mbs Etf (MBB)	2.1	$5.1M	-98%	55k	93.78	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.8	$4.5M	-97%	95k	47.52	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.8	$4.3M	-97%	47k	92.46	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.7	$4.3M	-98%	17k	251.76	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.4	$3.6M	-98%	129k	27.47	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$3.5M	-98%	42k	82.73	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$2.9M	-97%	88k	32.99	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	1.1	$2.6M	-98%	112k	23.37	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.8	$2.0M	-95%	38k	52.00	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.8	$1.9M	-95%	31k	61.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.8M	-97%	3.4k	532.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.8M	-95%	3.2k	559.41	View chart
Microsoft Corporation (MSFT)	0.7	$1.7M	-94%	4.5k	375.39	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.7	$1.7M	-97%	72k	22.94	View chart
Apple (AAPL)	0.6	$1.6M	-97%	7.0k	222.13	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.5	$1.3M	-98%	25k	54.02	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$1.2M	-98%	27k	46.31	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.5	$1.2M	-98%	26k	46.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$1.1M	-95%	24k	45.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.0M	-95%	21k	50.83	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$1.0M	-95%	37k	27.77	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$1.0M	-98%	9.9k	100.62	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$939k	-98%	20k	46.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$897k	-98%	14k	62.11	View chart
Wal-Mart Stores (WMT)	0.3	$777k	-98%	8.8k	87.79	View chart
NVIDIA Corporation (NVDA)	0.3	$712k	-92%	6.6k	108.38	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$710k	-96%	32k	22.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$653k	-98%	8.3k	78.94	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.3	$647k	-98%	11k	59.28	View chart
Vanguard World Health Car Etf (VHT)	0.2	$614k	-98%	2.3k	264.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$606k	-97%	3.1k	193.99	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$596k	-98%	8.5k	69.81	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.2	$563k	-98%	13k	43.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$559k	-97%	3.6k	154.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$540k	-98%	1.1k	514.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$527k	-98%	11k	48.82	View chart
Lowe's Companies (LOW)	0.2	$509k	-98%	2.2k	233.23	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$442k	-98%	7.5k	58.69	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$432k	-95%	8.0k	53.97	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$418k	-95%	16k	26.46	View chart
Workday Cl A (WDAY)	0.2	$408k	-98%	1.7k	233.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$398k	-98%	6.6k	60.48	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.2	$396k	-98%	6.3k	62.92	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.2	$381k	-98%	7.8k	48.84	View chart
Honeywell International (HON)	0.2	$374k	-98%	1.8k	211.75	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$363k	-98%	3.7k	97.95	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$359k	-98%	3.5k	102.41	View chart
Amazon (AMZN)	0.1	$355k	-91%	1.9k	190.29	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$347k	-98%	12k	28.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$347k	-50%	2.0k	173.23	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$341k	-98%	2.7k	124.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$334k	-83%	1.5k	221.73	View chart
At&t (T)	0.1	$333k	-98%	12k	28.28	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$333k	-98%	4.3k	76.95	View chart
JPMorgan Chase & Co. (JPM)	0.1	$306k	-98%	1.2k	245.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$294k	-98%	6.5k	45.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$279k	-98%	2.6k	105.60	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$275k	-97%	12k	22.25	View chart
Goldman Sachs (GS)	0.1	$273k	-50%	500.00	546.29	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$265k	-98%	1.2k	218.82	View chart
Meta Platforms Cl A (META)	0.1	$253k	-97%	439.00	576.48	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$250k	-98%	6.1k	41.21	View chart
Trane Technologies SHS (TT)	0.1	$249k	-98%	738.00	336.92	View chart
Raytheon Technologies Corp (RTX)	0.1	$237k	-98%	1.8k	132.48	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$235k	-98%	9.0k	26.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$231k	-98%	2.3k	98.93	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$212k	-50%	2.4k	88.33	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$208k	-98%	8.7k	23.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$207k	-98%	559.00	371.08	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$207k	-96%	4.1k	50.72	View chart
Hyperfine Com Cl A (HYPR)	0.0	$30k	NEW	42k	0.72	View chart

Past Filings by Essential Planning

SEC 13F filings are viewable for Essential Planning going back to 2022

Essential Planning 2025 Q1 filed May 8, 2025
Essential Planning 2024 Q4 filed Feb. 10, 2025
Essential Planning 2024 Q3 filed Nov. 7, 2024
Essential Planning 2024 Q2 filed Aug. 14, 2024
Essential Planning 2024 Q1 filed May 9, 2024
Essential Planning 2023 Q3 filed Nov. 8, 2023
Essential Planning 2023 Q2 filed Aug. 10, 2023
Essential Planning 2023 Q1 filed May 9, 2023
Essential Planning 2022 Q4 filed Feb. 14, 2023
Essential Planning 2022 Q3 filed Nov. 9, 2022

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