Envision Financial Planning, LLC Portfolio Holdings

Envision Financial Planning, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $20.3B, Ishares Tr with a value of $16.3B, Ishares U.S. Treasury Bond ETF with a value of $15.1B, Ishares Tr Ibonds Dec 2031 Ter with a value of $14B, and Dimensional ETF Tr Dimensional with a value of $13.6B.

Examining the 13F form we can see an increase of $59B in the current position value, from $131B to 190B.

Envision Financial Planning, LLC is based out at Memphis, TN

Below you can find more details about Envision Financial Planning, LLC portfolio as well as his latest detailed transactions.