Essential Planning, Llc. Reduced Holdings in Q3 2025

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-1.27K
- 11.58%
$625.65 - $812.69 $796K - $1.03M
9.72K $7.42B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-3.09K
- 12.87%
$53.57 - $54.48 $165K - $168K
20.9K $1.13B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-5.1K
- 5.64%
$23.29 - $23.38 $119K - $119K
85.4K $1.99B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.82K
- 10.72%
$45.72 - $47.27 $129K - $133K
23.5K $1.1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.31K
- 3.15%
$82.38 - $83.0 $108K - $109K
40.2K $3.34B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-4.64K
- 14.6%
$22.36 - $22.52 $104K - $105K
27.2K $612M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-4.54K
- 7.36%
$22.84 - $22.95 $104K - $104K
57.1K $1.31B
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.63K
- 3.62%
$90.83 - $93.81 $148K - $153K
43.4K $4.05B
NVDA
Nvidia Corp

Technology
-804
- 30.77%
$153.3 - $186.58 $123K - $150K
1.81K $338M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-909
- 11.62%
$78.96 - $80.04 $71.8K - $72.8K
6.91K $552M
VGSH
Vanguard

ETFs
-187
- 2.42%
$58.43 - $58.88 $10.9K - $11K
7.53K $443M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.9K
- 1.27%
$41.8 - $43.15 $121K - $125K
225K $9.62B
T
At&T Inc.

Communication Services
-45
- 0.38%
$26.94 - $29.62 $1.21K - $1.33K
11.8K $332M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-173
- 2.66%
$62.49 - $64.56 $10.8K - $11.2K
6.33K $406M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-772
- 6.2%
$68.24 - $73.73 $52.7K - $56.9K
11.7K $857M
VUG
Vanguard Growth ETF

ETFs
-47
- 7.76%
$433.97 - $484.08 $20.4K - $22.8K
559 $268M
VHT
Vanguard Health Care ETF

ETFs
-50
- 2.16%
$239.12 - $259.95 $12K - $13K
2.27K $589M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-205
- 3.59%
$49.43 - $54.52 $10.1K - $11.2K
5.5K $298M
VIG
Vanguard Dividend Appreciation

ETFs
-75
- 2.4%
N/A
3.05K $658M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-110
- 3.11%
$115.96 - $125.95 $12.8K - $13.9K
3.43K $431M
RTX
Raytheon Technologies Corp

Industrials
-65
- 3.63%
$144.19 - $167.33 $9.37K - $10.9K
1.73K $289M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-17
- 0.47%
$109.47 - $119.06 $1.86K - $2.02K
3.62K $429M
MBB
Ishares Tr

ETFs
-192
- 0.34%
$92.46 - $95.73 $17.8K - $18.4K
56.3K $5.36B
VBK
Vanguard Small Cap Growth ETF

ETFs
-602
- 3.57%
$276.51 - $305.12 $166K - $184K
16.3K $4.84B
IVV
Ishares Core S&P 500 ETF

ETFs
-405
- 4.36%
$620.67 - $670.08 $251K - $271K
8.88K $5.94B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.18K
- 0.67%
$72.57 - $74.72 $376K - $387K
763K $56.8B
AAPL
Apple Inc.

Technology
-101
- 1.44%
$202.38 - $256.87 $20.4K - $25.9K
6.9K $1.76B
DFAI
Dimensional ETF Tr

ETFs
-12.2K
- 2.27%
$34.05 - $36.55 $414K - $444K
523K $19B
DFAE
Dimensional ETF Tr

ETFs
-4.3K
- 1.68%
$28.84 - $31.84 $124K - $137K
252K $7.94B
DFAU
Dimensional ETF Tr

ETFs
-46.4K
- 3.65%
$42.42 - $45.96 $1.97M - $2.13M
1.22M $56B
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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