Essential Planning, Llc.
CIK Number: 0001949824
15.35B
Market Value
303
# of Holdings
2 months
Avg. Holding Period
9.51%
Win Rate
220.40%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total ... | 72.66 | -0.2% | 45.84M | +6.54K% | 3.35B | 71.9 | 21.84% |
| 2 | DFAU | Dimensional US ... | 36.10 | +0.28% | 77.81M | +6.18K% | 3.18B | 40.29 | 20.70% |
| 3 | DFAI | Dimensional Int... | 31.09 | +0.93% | 32.29M | +6.24K% | 979.47M | 29.15 | 6.38% |
| 4 | VTI | Vanguard Total ... | 258.83 | +0.24% | 3.22M | +6.1K% | 940.01M | 288.28 | 6.12% |
| 5 | LLY | Eli Lilly and C... | 841.44 | +14.50% | 716.08K | +6.41K% | 593.54M | 765.76 | 3.87% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.