CIK 1949824
Essential Planning, LLC.
Institutional 13F holdings & portfolio
Holdings
90
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 90
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 1.2M | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 736K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 63K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 511K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 246K | $1M+ | SH |
| LLY | ELI LILLY & CO | 10K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 205K | $1M+ | SH |
| JPLD | J P MORGAN EXCHANGE TRADED F | 162K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 244K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 201K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 96K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 102K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 10K | $1M+ | SH |
| IVV | ISHARES TR | 9K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 115K | $1M+ | SH |
| MBB | ISHARES TR | 53K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 92K | $1M+ | SH |
| BOND | PIMCO ETF TR | 43K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 60K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 109K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 134K | $1M+ | SH |
| SHY | ISHARES TR | 36K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| IBTI | ISHARES TR | 96K | $1M+ | SH |
| MINT | PIMCO ETF TR | 19K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| IEMG | ISHARES INC | 24K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 48K | $1M+ | SH |
| IBTG | ISHARES TR | 56K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| STPZ | PIMCO ETF TR | 21K | $1M+ | SH |
| DBND | DOUBLELINE ETF TRUST | 24K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 23K | $1M+ | SH |
| WMT | WALMART INC | 9K | $500K+ | SH |
| IUSB | ISHARES TR | 19K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 11K | $500K+ | SH |
| EPS | WISDOMTREE TR | 10K | $500K+ | SH |
| IXUS | ISHARES TR | 9K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 13K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 967 | $500K+ | SH |
| IBTH | ISHARES TR | 26K | $500K+ | SH |
| EUSB | ISHARES TR | 13K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 10K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 2K | $500K+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 14K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |