Essential Planning, Llc.
CIK Number: 0001949824
243.78M
Market Value
69
# of Holdings
5 months
Avg. Holding Period
77.63%
Win Rate
248.76%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Ind... | 72.36 | -0.03% | 690.33K | +2.43% | 51.85M | 71.55 | 21.27% | |
| 2 | Dimensional Etf... | 41.72 | -0.29% | 1.24M | +1.15% | 49.17M | 27.96 | 20.17% | |
| 3 | Dimensional Etf... | 30.38 | +0.10% | 509.17K | +2.21% | 16.18M | 25.95 | 6.64% | |
| 4 | Vanguard Index ... | 298.58 | -0.36% | 51.98K | +0.81% | 14.72M | 194.93 | 6.04% | |
| 5 | Eli Lilly & Co | 803.21 | -0.22% | 11.01K | -10.28% | 9.75M | 365.85 | 4.00% |
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