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CIK: 0001949824
Total reported value
$353.9M
$353.9M
81 檔
40.6%
As reported in its official Q1 2025 Form 13F filing, Essential Planning, LLC.'s tracked investment portfolio stood at $353.9M with 81 total positions.
In Q1 2025, Essential Planning, LLC. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 22.24% | -2.73% | — | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 19.41% | -0.51% | — | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 6.62% | -0.57% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.95% | +0.61% | — | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.70% | +0.08% | — | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.67% | +0.14% | — | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.62% | -0.18% | — | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.62% | +0.04% | — | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.25% | -0.21% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.12% | +0.01% | — | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.06% | -0.25% | — | |
| 12 | DFSD | Dimensional Short Duration | ETF-Other | 1.82% | +0.56% | — | |
| 13 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.75% | -0.20% | — | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.72% | +0.09% | — | |
| 15 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.43% | -0.03% | — | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.41% | -0.13% | — | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.17% | +0.58% | — | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.06% | — | — | |
| 19 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.81% | +0.58% | — | |
| 20 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.77% | +0.64% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.03% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.67% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.11% | — | |
| 24 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.67% | -0.06% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.63% | — | — | |
| 26 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.54% | -0.06% | — | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.49% | -0.05% | — | |
| 28 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.49% | -0.06% | — | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.45% | +0.37% | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.31% | — | |
| 31 | DFIC | Dimensional International Co | ETF-Other | 0.41% | +0.22% | — | |
| 32 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.40% | +0.16% | — | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.38% | -0.04% | — | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.36% | -0.02% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.06% | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.01% | — | |
| 37 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.29% | -0.02% | — | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.26% | -0.02% | — | |
| 39 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 40 | VHT | Vanguard Health Care ETF | ETF-Other | 0.25% | -0.01% | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | — | — | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.24% | -0.02% | — | |
| 43 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.23% | -0.02% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.04% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | — | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.21% | -0.02% | — | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.21% | — | — | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.18% | -0.02% | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.17% | +0.17% | — | |
| 50 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.17% | +0.16% | — |
According to official SEC Form 13F filings, Essential Planning, LLC. reported a total U.S. public equity portfolio value of $353.9M across 81 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, DFAU, DFAI) accounted for 40.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
BND
市值: $55.2M
During Q1 2025, Essential Planning, LLC.'s top holdings by market value included BND (22.2%)、DFAU (19.4%)、DFAI (6.6%). The largest single position, BND, represented 22.2% of total portfolio value.
In Q1 2025, Essential Planning, LLC. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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