Envision Financial Planning, LLC Portfolio Holdings by Sector

Envision Financial Planning, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU GOVT DUHP DFAI DFAE IBDU DIHP DFUS 31 stocks	$156 Million 98.64% of portfolio	16	15	7	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$888,995 0.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$553,610 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$368,103 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$310,663 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare IBRX 1 stocks	$27,588 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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