EP

Essential Planning, LLC.

13F
Essential Planning, LLC.
Last update 2025-05-08 81 Stocks (2 new)
Value $248.00 Mil Turnover 1 %
Countries:
Top Holdings: BND(22.24%)DFAU(19.41%)DFAI(6.62%)VTI(5.95%)DFCF(3.70%)
Summary Stock Picks Current Portfolio
Essential Planning, LLC. 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
BND
Vanguard Total Bond Market ETF
751,437
55,193.0
-98.36%
22.240
-21.54%
0.040
+0.69%
+1.56%
127,758.4
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
1,253,243
48,174.8
-98.39%
19.410
-20.43%
0.650
+18.62%
+7.61%
8,822.9
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
526,409
16,439.7
-98.37%
6.620
-6.30%
0.180
+12.14%
+21.44%
10,907.5
 
VTI
Vanguard Total Stock Market ETF
53,688
14,756.4
-98.33%
5.950
-6.04%
0.000
+18.59%
+7.80%
478,431.4
 
DFCF
Dimensional Core Fixed Income ETF
218,149
9,175.3
-98.11%
3.700
-3.12%
0.140
+1.35%
+1.62%
7,127.7
 
LLY
Eli Lilly and Co
11,019
9,100.5
-98.46%
3.670
-3.82%
0.000
-3.48%
+3.87%
717,192.0
Drug Manufacturers
BSV
Vanguard Short-Term Bond ETF
83,199
6,512.8
-98.28%
2.620
-2.41%
0.020
+0.35%
+1.46%
38,425.6
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
251,403
6,508.8
-98.38%
2.620
-2.65%
0.120
+17.25%
+18.17%
6,334.8
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
112,121
5,594.8
-98.36%
2.250
-2.14%
0.040
+0.34%
+3.30%
14,968.4
 
IVV
iShares Core S&P 500 ETF
9,377
5,268.6
-98.52%
2.120
-2.41%
0.000
+18.50%
+8.26%
642,209.1
 

Essential Planning, LLC.'s Historical Top Holdings Breakdowns

Essential 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
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-21.54%
●
71.17 ($72.57) 73.66
$73.03
0.63%
Reduce -98.36%
751,437
-45,093,075
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Reduce
Reduce
-20.43%
●
37.84 ($40.57) 42.31
$43.57
7.39%
Reduce -98.39%
1,253,243
-76,559,683
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Reduce
Reduce
-6.30%
●
28.88 ($30.87) 32.4
$35.46
14.87%
Reduce -98.37%
526,409
-31,759,419
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-6.04%
●
271.18 ($290.53) 303.12
$312.41
7.53%
Reduce -98.33%
53,688
-3,169,606
LLY
Eli Lilly and Co
2025-03-31
Reduce
Reduce
-3.82%
●
725.72 ($832.09) 929.72
$798.89
-3.99%
Reduce -98.46%
11,019
-705,062
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Reduce
Reduce
-3.12%
●
40.79 ($41.67) 42.32
$41.94
0.65%
Reduce -98.11%
218,149
-11,339,026
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Reduce
Reduce
-2.65%
●
24.64 ($25.96) 26.86
$29.98
15.49%
Reduce -98.38%
251,403
-15,292,921
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-2.41%
●
554.06 ($590.51) 615.85
$637.33
7.93%
Reduce -98.52%
9,377
-625,509
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Reduce
Reduce
-2.41%
●
76.94 ($77.63) 78.28
$78.40
0.99%
Reduce -98.28%
83,199
-4,741,808
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Reduce
Reduce
-2.14%
●
48.43 ($49.09) 49.9
$50.02
1.89%
Reduce -98.36%
112,121
-6,714,863

Essential Planning, LLC. Total Holding History ($B)

To

Essential Planning, LLC.'s Asset Allocation

To

Essential Planning, LLC. Past Portfolios

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

Top Ranked Articles

  • 1

Essential Planning, LLC.'s Hypothetical Growth since 2025-03-31

Essential Planning, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Essential Planning, LLC.'s Holdings Heat Map

Size field:

Essential Planning, LLC.'s Holdings Bubble Chart

Essential Planning, LLC. News

  • 1

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