Envision Financial Planning, LLC Portfolio Holdings

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024

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.

Portfolio value $190 Billion
ETFs: $141 Billion
Basic Materials: $544 Million
Technology: $279 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $190 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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