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 DFAE DFAI IBDU DIHP DFUS 24 stocks	$139 Million 98.66% of portfolio	13	9	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$803,907 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$450,151 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$364,332 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$263,157 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts

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