Envision Financial Planning, LLC Purchases in Q1 2025

Envision Financial Planning, LLC

  • $196 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
American Centy ETF Tr
38.8K
+ 41.1%
N/A
133K $8.25B
DIHP
Dimensional ETF Tr Dimensional

ETFs
15.9K
+ 4.16%
$25.1 - $27.85 $400K - $444K
399K $10.8B
DFAI
Dimensional ETF Tr

ETFs
4.69K
+ 1.19%
$28.88 - $32.4 $135K - $152K
400K $12.5B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
8.4K
New
$96.85 - $111.39 $814K - $936K
8.4K $829M
Capital Group Conservative E
26K
+ 45.49%
N/A
83.1K $2.25B
Ishares Tr
16.4K
+ 2.58%
N/A
651K $16.6B
DFAE
Dimensional ETF Tr

ETFs
14.8K
+ 3.03%
$24.64 - $26.86 $364K - $397K
502K $13B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
16.5K
+ 2.42%
$20.1 - $20.8 $332K - $343K
698K $14.5B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
20.5K
+ 3.06%
$22.25 - $23.0 $456K - $471K
690K $15.9B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
11.7K
+ 2.41%
$22.61 - $23.14 $264K - $271K
496K $11.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.48K
+ 4.23%
$44.41 - $45.98 $155K - $160K
85.8K $3.92B
Invesco Exch Trd Slf Idx Fd
8.81K
New
N/A
8.81K $212M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.95K
+ 19.0%
$25.54 - $28.79 $126K - $142K
31K $861M
Dimensional ETF Trust
1.76K
+ 1.83%
N/A
97.9K $2.99B
NUE
Nucor Corp

Basic Materials
321
+ 9.39%
$114.48 - $142.52 $36.7K - $45.7K
3.74K $450M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
4.32K
+ 2.09%
$20.57 - $21.12 $88.9K - $91.2K
211K $4.37B
CGMU
Capital Group Core Plus Income
1.73K
+ 4.51%
N/A
40.1K $1.08B
Dimensional ETF Trust
602
+ 17.15%
N/A
4.11K $252M
DFSI
Dimensional ETF Tr Dimen Intl
17
+ 0.24%
N/A
7.1K $248M
BSMU
Invesco Exchange Self Ind Tr

ETFs
1.34K
+ 0.74%
$21.49 - $22.03 $28.7K - $29.5K
181K $3.9B
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.12%
$251.87 - $277.95 $252 - $278
843 $218M
MSFT
Microsoft Corp

Technology
62
+ 9.7%
$375.39 - $447.2 $23.3K - $27.7K
701 $263M
Invesco Exch Trd Slf Idx Fd
2.6K
+ 1.55%
N/A
170K $4.18B
AAPL
Apple Inc.

Technology
104
+ 6.77%
$209.68 - $247.1 $21.8K - $25.7K
1.64K $364M
Invesco Exch Trd Slf Idx Fd
543
+ 0.42%
N/A
128K $3.25B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.89K
+ 2.73%
$58.81 - $68.2 $229K - $265K
146K $8.73B
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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