Essential Planning, Llc. Reduced Holdings in Q3 2024

Essential Planning, Llc.

  • $243 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-1.26K
- 10.28%
$772.14 - $960.02 $974K - $1.21M
11K $9.75M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-8.14K
- 3.67%
$23.88 - $24.01 $194K - $195K
214K $5.13M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.52K
- 1.91%
$23.13 - $23.43 $58.4K - $59.1K
130K $3.04M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.35K
- 4.28%
$22.55 - $23.1 $53.1K - $54.4K
52.6K $1.21M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-836
- 3.2%
$51.45 - $52.96 $43K - $44.3K
25.3K $1.34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-334
- 3.68%
$76.94 - $79.54 $25.7K - $26.6K
8.75K $694K
VIG
Vanguard Dividend Appreciation

ETFs
-33
- 1.02%
$182.15 - $182.15 $6.01K - $6.01K
3.19K $581K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-212
- 5.42%
$97.81 - $108.79 $20.7K - $23.1K
3.7K $402K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-104
- 4.47%
$96.25 - $101.98 $10K - $10.6K
2.22K $225K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-656
- 5.2%
$54.33 - $60.04 $35.6K - $39.4K
12K $717K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-1.14K
- 3.75%
$44.93 - $47.6 $51.3K - $54.4K
29.3K $1.39M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-132
- 3.16%
$91.37 - $101.65 $12.1K - $13.4K
4.04K $410K
VDC
Vanguard Consumer Staples ETF

ETFs
-54
- 4.15%
$201.77 - $221.32 $10.9K - $12K
1.25K $272K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-219
- 4.66%
$70.02 - $76.68 $15.3K - $16.8K
4.48K $343K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-46
- 0.72%
$61.6 - $65.13 $2.83K - $3K
6.38K $413K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-10
- 0.06%
$28.25 - $31.7 $283 - $317
15.5K $477K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-352
- 3.08%
$21.91 - $26.03 $7.71K - $9.16K
11.1K $283K
T
At&T Inc.

Communication Services
-31
- 0.26%
$18.21 - $22.28 $565 - $691
11.7K $257K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 0.23%
$475.2 - $527.7 $1.43K - $1.58K
1.29K $679K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-445
- 0.92%
$81.31 - $83.29 $36.2K - $37.1K
48.2K $4.01M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-105
- 1.16%
$46.45 - $53.68 $4.88K - $5.64K
8.91K $470K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-97
- 0.34%
$44.9 - $47.55 $4.36K - $4.61K
28.2K $1.33M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-59
- 0.06%
$48.06 - $49.39 $2.84K - $2.91K
105K $5.2M
AAPL
Apple Inc.

Technology
-381
- 4.53%
$207.23 - $234.82 $79K - $89.5K
8.02K $1.87M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-4.83K
- 2.45%
$41.34 - $43.55 $200K - $210K
193K $8.32M
MBB
Ishares Tr

ETFs
-214
- 0.42%
$90.85 - $96.66 $19.4K - $20.7K
50.8K $4.87M
IVV
Ishares Core S&P 500 ETF

ETFs
-170
- 1.65%
$520.18 - $576.82 $88.4K - $98.1K
10.2K $5.86M
VBK
Vanguard Small Cap Growth ETF

ETFs
-92
- 0.52%
$240.48 - $267.94 $22.1K - $24.7K
17.8K $4.75M
Activity Summary
Buys All Purchases 36 New Holdings 12 Increased Positions 24 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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