EF

Envision Financial Planning, LLC

13F
Envision Financial Planning, LLC
Last update 2025-05-15 41 Stocks (2 new)
Value $196.00 Mil Turnover 4 %
Countries:
Top Holdings: DFAU(9.69%)IBDY(8.48%)GOVT(8.08%)IBDW(7.38%)DUHP(6.91%)
Summary Stock Picks Current Portfolio
Envision Financial Planning, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
494,701
19,016.3
-5.30%
9.690
-0.58%
0.250
+16.65%
+6.21%
8,651.1
 
IBDY
iShares iBonds Dec 2033 Term Corporate ETF
iShares iBonds Dec 2033 Term Corporate ETF
650,671
16,631.2
+2.58%
8.480
+0.21%
2.280
+2.95%
+4.26%
765.5
 
GOVT
iShares U.S. Treasury Bond ETF
689,584
15,850.1
+3.06%
8.080
+0.24%
0.060
+0.14%
+0.18%
27,204.6
 
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
iShares iBonds Dec 2031 Term Corporate ETF
697,966
14,482.8
+2.42%
7.380
+0.17%
0.980
+2.82%
+4.61%
1,576.5
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
408,923
13,551.7
-0.46%
6.910
-0.03%
0.170
+13.94%
+6.68%
8,748.5
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
501,578
12,985.9
+3.03%
6.620
+0.19%
0.250
+18.11%
+16.73%
6,194.3
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
399,619
12,480.1
+1.19%
6.360
+0.07%
0.140
+12.20%
+18.94%
10,427.3
 
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
496,326
11,480.0
+2.41%
5.850
+0.14%
0.450
+2.26%
+3.94%
2,686.3
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
399,212
10,754.8
+4.16%
5.480
+0.22%
0.300
+10.24%
+16.92%
4,159.1
 
DFUS
Dimensional U.S. Equity Market ETF
157,134
9,503.5
-4.66%
4.840
-0.25%
0.070
+16.92%
+6.65%
15,670.8
 

Envision Financial Planning, LLC's Historical Top Holdings Breakdowns

Envision Financial Planning, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVMC
Avantis U.S. Mid Cap Equity ETF
2025-03-31
Add
Add
+1.22%
●
60.43 ($65.45) 68.85
$66.61
1.77%
Add 41.1%
133,040
38,752
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Reduce
Reduce
-0.58%
●
37.84 ($40.57) 42.31
$42.78
5.46%
Reduce -5.3%
494,701
-27,701
IP
International Paper Co
2025-03-31
Sold Out
Sold Out
-0.46%
●
49.38 ($54.7) 60.09
$51.04
-6.69%
Sold Out
0
-16,660
IVOO
Vanguard S&P Mid-Cap 400 ETF
2025-03-31
New Buy
New Buy
+0.42%
●
96.85 ($105.21) 111.39
$106.35
1.09%
New holding
8,402
8,402
CGCV
Capital Group Conservative Equity ETF
Capital Group Conservative Equity ETF
2025-03-31
Add
Add
+0.36%
●
26.29 ($27.4) 28.25
$28.79
5.07%
Add 45.49%
83,098
25,984
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-0.35%
●
58.07 ($58.36) 58.69
$58.44
0.13%
Reduce -75.32%
3,764
-11,489
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Reduce
Reduce
-0.25%
●
59.61 ($63.9) 66.74
$67.65
5.87%
Reduce -4.66%
157,134
-7,680
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Add
Add
+0.24%
●
22.25 ($22.67) 23
$22.62
-0.20%
Add 3.06%
689,584
20,495
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
2025-03-31
Add
Add
+0.22%
●
25.1 ($26.73) 27.85
$29.09
8.85%
Add 4.16%
399,212
15,930
IBDY
iShares iBonds Dec 2033 Term Corporate ETF
iShares iBonds Dec 2033 Term Corporate ETF
2025-03-31
Add
Add
+0.21%
●
24.74 ($25.29) 25.67
$25.52
0.91%
Add 2.58%
650,671
16,389

Envision Financial Planning, LLC Total Holding History ($B)

To

Envision Financial Planning, LLC's Asset Allocation

To

Envision Financial Planning, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Envision Financial Planning, LLC's Hypothetical Growth since 2025-03-31

Envision Financial Planning, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Envision Financial Planning, LLC's Holdings Heat Map

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Envision Financial Planning, LLC's Holdings Bubble Chart

Envision Financial Planning, LLC News

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