Essential Planning, Llc. Sells in Q4 2025

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-27K
- 3.53%
$74.09 - $75.1 $2M - $2.02M
736K $54.5B
DFAU
Dimensional ETF Tr

ETFs
-56.9K
- 4.65%
$44.77 - $47.01 $2.55M - $2.67M
1.17M $54.6B
BNDX
Vanguard Total International B

ETFs
-10.8K
- 44.76%
$49.3 - $49.91 $532K - $539K
13.3K $644M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.11K
- 10.2%
$82.69 - $83.12 $339K - $341K
36.1K $2.99B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.15K
- 3.47%
$49.98 - $50.22 $207K - $208K
115K $5.71B
MBB
Ishares Tr

ETFs
-2.89K
- 5.13%
$94.9 - $96.23 $274K - $278K
53.4K $5.09B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.85K
- 26.74%
$79.55 - $80.13 $147K - $148K
5.06K $404M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.72K
- 8.44%
$46.57 - $47.16 $80.1K - $81.2K
18.7K $869M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-1.71K
- 6.7%
$46.27 - $46.9 $78.9K - $80K
23.8K $1.1B
VHT
Vanguard Health Care ETF

ETFs
-447
- 19.69%
$264.7 - $283.93 $118K - $127K
1.82K $525M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-311
- 11.35%
$136.54 - $144.07 $42.5K - $44.8K
2.43K $343M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-721
- 10.95%
$71.0 - $74.64 $51.2K - $53.8K
5.86K $435M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-235
- 11.75%
$185.12 - $192.11 $43.5K - $45.1K
1.77K $338M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-510
- 11.97%
$82.16 - $84.87 $41.9K - $43.3K
3.75K $318M
BOND
Pimco Active Bond Exchange Tra

ETFs
-297
- 0.68%
$93.0 - $94.55 $27.6K - $28.1K
43.1K $4.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-85
- 8.08%
$600.51 - $631.95 $51K - $53.7K
967 $606M
VB
Vanguard Small Cap ETF

ETFs
-150
- 9.96%
$248.1 - $260.08 $37.2K - $39K
1.36K $350M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.36K
- 8.56%
$30.55 - $32.35 $41.5K - $43.9K
14.5K $477M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-968
- 1.69%
$22.88 - $22.95 $22.1K - $22.2K
56.1K $1.28B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-616
- 2.62%
$46.85 - $47.44 $28.9K - $29.2K
22.9K $1.08B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.01K
- 3.73%
$22.43 - $22.55 $22.7K - $22.8K
26.1K $587M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-132
- 0.63%
$53.84 - $54.32 $7.11K - $7.17K
20.8K $1.11B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-491
- 4.5%
$67.42 - $70.73 $33.1K - $34.7K
10.4K $739M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-463
- 3.97%
$72.17 - $75.74 $33.4K - $35.1K
11.2K $846M
VDC
Vanguard Consumer Staples ETF

ETFs
-37
- 3.06%
$206.7 - $217.75 $7.65K - $8.06K
1.17K $248M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-266
- 3.41%
$53.25 - $56.36 $14.2K - $15K
7.54K $429M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-110
- 3.21%
$123.63 - $130.75 $13.6K - $14.4K
3.32K $427M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-110
- 3.04%
$116.0 - $122.39 $12.8K - $13.5K
3.51K $425M
DFAE
Dimensional ETF Tr

ETFs
-7.67K
- 3.05%
$30.74 - $33.05 $236K - $254K
244K $7.95B
VBK
Vanguard Small Cap Growth ETF

ETFs
-58
- 0.36%
$291.71 - $309.36 $16.9K - $17.9K
16.2K $4.9B
DFAI
Dimensional ETF Tr

ETFs
-11.8K
- 2.25%
$35.82 - $37.52 $421K - $441K
511K $19.5B
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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