Envision Financial Planning, LLC Portfolio Holdings by Sector
Envision Financial Planning, LLC
- $124 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAU DFAE IBDU DFUS DFAI DFAS DUHP BSMV 19 stocks |
$86.1 Million
97.68% of portfolio
|
  14  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$764,627
0.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
NUE 1 stocks |
$627,643
0.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$221,938
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$219,591
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$213,273
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|