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 51–90 of 90
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUSB | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 8K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 500 | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| EES | WISDOMTREE TR | 8K | $100K–$500K | SH |
| DSI | ISHARES TR | 3K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| VCEB | VANGUARD WORLD FD | 6K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 559 | $100K–$500K | SH |
| WDAY | WORKDAY INC | 2K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 7K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| DFGR | DIMENSIONAL ETF TRUST | 13K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| IJT | ISHARES TR | 2K | $100K–$500K | SH |
| DFIP | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| DTD | WISDOMTREE TR | 4K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 738 | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| SUB | ISHARES TR | 3K | $100K–$500K | SH |
| T | AT&T INC | 11K | $100K–$500K | SH |
| META | META PLATFORMS INC | 418 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 559 | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 682 | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 858 | $100K–$500K | SH |
| HYPR | HYPERFINE INC | 42K | $15K–$50K | SH |