Essential Planning, Llc.
CIK Number: 0001949824
Main Sectors:
Filing Date: May 8, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total ... | 73.54 | -0.28% | 751.44K | -98.36% | 55.19M | 71.9 | 22.24% | Share |
| 2 | DFAU | Dimensional US ... | 44.28 | -0.14% | 1.25M | -98.39% | 48.17M | 40.29 | 19.41% | Share |
| 3 | DFAI | Dimensional Int... | 35.58 | -0.15% | 526.41K | -98.37% | 16.44M | 29.15 | 6.62% | Share |
| 4 | VTI | Vanguard Total ... | 317.25 | -0.13% | 53.69K | -98.33% | 14.76M | 288.28 | 5.95% | Share |
| 5 | DFCF | Dimensional Cor... | 42.41 | -0.31% | 218.15K | -98.11% | 9.18M | 41.29 | 3.70% | Share |
| 6 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 11.02K | -98.46% | 9.1M | 765.76 | 3.67% | Share |
| 7 | BSV | Vanguard Short-... | 78.63 | -0.12% | 83.2K | -98.28% | 6.51M | 77.24 | 2.62% | Share |
| 8 | DFAE | Dimensional Eme... | 29.97 | -1.09% | 251.4K | -98.38% | 6.51M | 25.33 | 2.62% | Share |
| 9 | VTIP | Vanguard Short-... | 50.31 | -0.06% | 112.12K | -98.36% | 5.59M | 48.39 | 2.25% | Share |
| 10 | IVV | iShares Core S&... | 648.15 | +0.01% | 9.38K | -98.52% | 5.27M | 585.46 | 2.12% | Share |
| 11 | MBB | iShares MBS ETF | 93.62 | -0.34% | 54.5K | -98.35% | 5.11M | 91.7 | 2.06% | Share |
| 12 | DFSD | Dimensional Sho... | 48.22 | -0.11% | 95.12K | -97.72% | 4.52M | 46.88 | 1.82% | Share |
| 13 | BOND | PIMCO Active Bo... | 92.14 | -0.28% | 47.02K | -97.52% | 4.35M | 90.43 | 1.75% | Share |
| 14 | VBK | Vanguard Small ... | 285.85 | -1.33% | 16.97K | -98.47% | 4.27M | 278.83 | 1.72% | Share |
| 15 | FREL | Fidelity MSCI R... | 27.07 | -0.66% | 129.31K | -98.37% | 3.55M | 26.97 | 1.43% | Share |
| 16 | SHY | iShares 1-3 Yea... | 82.70 | -0.11% | 42.28K | -98.28% | 3.5M | 81.96 | 1.41% | Share |
| 17 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 88.27K | -97.76% | 2.91M | 34.51 | 1.17% | Share |
| 18 | IBTF | iShares iBonds ... | 23.32 | -0.02% | 112.45K | -98.67% | 2.63M | 23.32 | 1.06% | Share |
| 19 | JPLD | J P Morgan Exch... | 52.23 | -0.11% | 38.43K | -95.58% | 2M | 51.53 | 0.81% | Share |
| 20 | DCOR | Dimensional US ... | 69.88 | -0.17% | 31.19K | -95.65% | 1.91M | 64.15 | 0.77% | Share |
| 21 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 3.44K | -97.69% | 1.83M | 449.68 | 0.74% | Share |
| 22 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 3.2K | -95.66% | 1.79M | 585.92 | 0.72% | Share |
| 23 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 4.49K | -94.66% | 1.68M | 412.46 | 0.68% | Share |
| 24 | IBTG | iShares iBonds ... | 22.89 | -0.02% | 72.41K | -97.89% | 1.66M | 22.81 | 0.67% | Share |
| 25 | AAPL | Apple Inc. | 232.81 | -0.22% | 7K | -97.34% | 1.56M | 247.11 | 0.63% | Share |
| 26 | STPZ | PIMCO 1-5 Year ... | 54.01 | -0.09% | 24.75K | -98.35% | 1.34M | 52.28 | 0.54% | Share |
| 27 | VMBS | Vanguard Mortga... | 46.32 | -0.3% | 26.46K | -98.42% | 1.23M | 45.35 | 0.49% | Share |
| 28 | DBND | DoubleLine Oppo... | 46.14 | -0.2% | 26.25K | -98.65% | 1.21M | 45.3 | 0.49% | Share |
| 29 | FBND | Fidelity Total ... | 45.83 | -0.31% | 24.23K | -95.75% | 1.11M | 44.89 | 0.45% | Share |
| 30 | VEA | Vanguard Develo... | 58.60 | -0.18% | 20.53K | -95.95% | 1.04M | 47.89 | 0.42% | Share |
| 31 | DFIC | Dimensional Int... | 32.11 | -0.17% | 37.07K | -95.52% | 1.03M | 25.88 | 0.41% | Share |
| 32 | MINT | PIMCO Enhanced ... | 100.44 | 0.00% | 9.94K | -98.2% | 1M | 100.31 | 0.40% | Share |
| 33 | IUSB | iShares Core To... | 46.20 | -0.26% | 20.38K | -98.74% | 939.29K | 45.2 | 0.38% | Share |
| 34 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 14.44K | -98.12% | 896.65K | 58.87 | 0.36% | Share |
| 35 | WMT | Walmart Inc. | 100.84 | -0.15% | 8.85K | -98.46% | 776.77K | 89.88 | 0.31% | Share |
| 36 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 6.57K | -92.71% | 712.14K | 133.55 | 0.29% | Share |
| 37 | IBTH | iShares iBonds ... | 22.44 | -0.07% | 31.66K | -96.35% | 709.81K | 22.2 | 0.29% | Share |
| 38 | VCSH | Vanguard Short-... | 79.58 | -0.12% | 8.27K | -98.46% | 652.77K | 77.96 | 0.26% | Share |
| 39 | EPS | WisdomTree U.S.... | 66.71 | +0.09% | 10.91K | -98.53% | 646.92K | 60.86 | 0.26% | Share |
| 40 | VHT | Vanguard Health... | 248.84 | +0.49% | 2.32K | -98.35% | 613.98K | 253.59 | 0.25% | Share |
| 41 | VIG | Vanguard Divide... | 210.08 | +0.06% | 3.13K | -97.79% | 606.43K | 194.73 | 0.24% | Share |
| 42 | IXUS | iShares Core MS... | 79.61 | -0.46% | 8.54K | -98.73% | 596.11K | 66.14 | 0.24% | Share |
| 43 | EUSB | iShares ESG Adv... | 43.51 | -0.26% | 12.99K | -98.52% | 562.9K | 42.49 | 0.23% | Share |
| 44 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 3.62K | -97.63% | 559.39K | 187.11 | 0.23% | Share |
| 45 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 1.05K | -98.56% | 540.36K | 536.62 | 0.22% | Share |
| 46 | BNDX | Vanguard Total ... | 49.32 | -0.23% | 10.79K | -98.26% | 526.71K | 49.03 | 0.21% | Share |
| 47 | LOW | Lowe's Companie... | 253.05 | -1.24% | 2.18K | -98.64% | 509.14K | 246.04 | 0.21% | Share |
| 48 | VGSH | Vanguard Short-... | 58.65 | -0.1% | 7.53K | -98.46% | 441.64K | 58.18 | 0.18% | Share |
| 49 | IEMG | iShares Core MS... | 61.97 | -1.17% | 8.01K | -95.77% | 432.12K | 52.22 | 0.17% | Share |
| 50 | DFEM | Dimensional Eme... | 30.69 | -1.13% | 15.79K | -95.32% | 417.67K | 26.19 | 0.17% | Share |
| 51 | WDAY | Workday, Inc. | 221.94 | -0.5% | 1.75K | -98.45% | 408.44K | 257.24 | 0.16% | Share |
| 52 | DFUS | Dimensional U.S... | 70.06 | -0.06% | 6.58K | -98.77% | 398.14K | 63.59 | 0.16% | Share |
| 53 | VCEB | Vanguard ESG U.... | 63.53 | -0.26% | 6.29K | -98.47% | 395.96K | 62 | 0.16% | Share |
| 54 | EES | WisdomTree U.S.... | 54.32 | -1.16% | 7.8K | -98.55% | 381.04K | 53.69 | 0.15% | Share |
| 55 | HON | Honeywell Inter... | 218.15 | -0.73% | 1.77K | -98.46% | 374.37K | 225.61 | 0.15% | Share |
| 56 | ESGV | Vanguard ESG U.... | 114.60 | +0.03% | 3.71K | -98.54% | 363.1K | 104.76 | 0.15% | Share |
| 57 | DSI | iShares MSCI KL... | 121.50 | -0.19% | 3.51K | -98.5% | 359.36K | 110.15 | 0.14% | Share |
| 58 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 1.87K | -91.82% | 355.08K | 217.42 | 0.14% | Share |
| 59 | DFSV | Dimensional US ... | 31.23 | -0.98% | 12.34K | -98.77% | 347.26K | 30.75 | 0.14% | Share |
| 60 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 2K | -50% | 346.46K | 169.09 | 0.14% | Share |
| 61 | IJT | iShares S&P Sma... | 138.28 | -1.59% | 2.74K | -98.78% | 341.13K | 135.22 | 0.14% | Share |
| 62 | VB | Vanguard Small ... | 246.81 | -1.26% | 1.51K | -83.27% | 333.93K | 236.35 | 0.13% | Share |
| 63 | T | AT&T Inc. | 28.75 | +1.27% | 11.78K | -98.44% | 333.19K | 22.67 | 0.13% | Share |
| 64 | DTD | WisdomTree U.S.... | 82.25 | -0.1% | 4.32K | -98.52% | 332.51K | 75.63 | 0.13% | Share |
| 65 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 1.25K | -98.53% | 305.65K | 238.22 | 0.12% | Share |
| 66 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 6.5K | -98.34% | 294.38K | 43.98 | 0.12% | Share |
| 67 | SUB | iShares Short-T... | 106.85 | -0.05% | 2.64K | -98.44% | 278.78K | 105.46 | 0.11% | Share |
| 68 | IBTI | iShares iBonds ... | 22.32 | -0.11% | 12.34K | -97.53% | 274.64K | 21.9 | 0.11% | Share |
| 69 | GS | The Goldman Sac... | 746.99 | +0.31% | 500 | -50% | 273.14K | 432.83 | 0.11% | Share |
| 70 | VDC | Vanguard Consum... | 221.31 | -0.88% | 1.21K | -98.44% | 264.99K | 211.06 | 0.11% | Share |
| 71 | META | Meta Platforms,... | 781.96 | +0.24% | 439 | -97.78% | 253.08K | 585.22 | 0.10% | Share |
| 72 | DFUV | Dimensional US ... | 43.41 | -0.48% | 6.08K | -98.45% | 250.36K | 40.81 | 0.10% | Share |
| 73 | TT | Trane Technolog... | 428.66 | -1.43% | 738 | -98.46% | 248.65K | 368.61 | 0.10% | Share |
| 74 | RTX | RTX Corporation | 155.06 | -0.42% | 1.79K | -98.42% | 237K | 115.81 | 0.10% | Share |
| 75 | DFAX | Dimensional Wor... | 30.43 | -0.47% | 8.95K | -98.46% | 234.49K | 24.79 | 0.09% | Share |
| 76 | AGG | iShares Core U.... | 99.10 | -0.27% | 2.33K | -98.37% | 230.91K | 96.9 | 0.09% | Share |
| 77 | IYC | iShares US Cons... | 102.78 | -0.11% | 2.4K | -50% | 211.98K | 92.04 | 0.09% | Share |
| 78 | DFAR | Dimensional US ... | 23.07 | -0.73% | 8.73K | -98.71% | 207.54K | 23.26 | 0.08% | Share |
| 79 | VUG | Vanguard Growth... | 463.54 | +0.15% | 559 | -98.46% | 207.44K | 409.92 | 0.08% | Share |
| 80 | DUSB | Dimensional Ult... | 50.84 | 0.00% | 4.08K | -96.11% | 207.21K | 50.59 | 0.08% | Share |
| 81 | HYPR | Hyperfine, Inc. | 1.47 | +15.75% | 42.4K | +100.00% | 30.37K | 0.71628 | 0.01% | Share |