Envision Financial Planning, LLC Portfolio Holdings by Sector
Envision Financial Planning, LLC
- $190 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAU GOVT DUHP DFAE DFAI IBDU DFUS DIHP 23 stocks |
$140 Million
98.83% of portfolio
|
19
|
3
|
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$833,123
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$544,158
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$278,595
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|