Essential Planning, Llc. Incresed Positions in Q4 2024

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
45.2M
+ 6540.99%
$71.75 - $75.11 $3.24B - $3.39B
45.8M $3.3B
DFAU
Dimensional ETF Tr

ETFs
76.6M
+ 6181.61%
$39.27 - $42.38 $3.01B - $3.25B
77.8M $3.15B
DFAI
Dimensional ETF Tr

ETFs
31.8M
+ 6240.85%
$29.0 - $31.6 $922M - $1B
32.3M $943M
VTI
Vanguard Total Stock Market Et

ETFs
3.17M
+ 6100.55%
$280.04 - $302.45 $888M - $959M
3.22M $934M
LLY
Eli Lilly & CO

Healthcare
705K
+ 6406.87%
$727.2 - $932.06 $513M - $657M
716K $553M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.4M
+ 5902.29%
$41.17 - $43.34 $468M - $493M
11.6M $478M
DFAE
Dimensional ETF Tr

ETFs
15.3M
+ 6263.9%
$25.36 - $28.15 $388M - $431M
15.5M $394M
IVV
Ishares Core S&P 500 ETF

ETFs
625K
+ 6151.95%
$570.51 - $610.59 $356M - $381M
635K $374M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.75M
+ 6474.12%
$77.02 - $78.58 $366M - $373M
4.83M $373M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.72M
+ 6374.08%
$48.33 - $49.08 $325M - $330M
6.83M $331M
MBB
Ishares Tr

ETFs
3.26M
+ 6413.37%
$91.26 - $95.82 $298M - $312M
3.31M $304M
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.81M
+ 6175.93%
$26.61 - $29.85 $208M - $233M
7.94M $215M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.41M
+ 4992.9%
$81.68 - $82.93 $197M - $200M
2.45M $201M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.33M
+ 6418.24%
$23.25 - $23.37 $194M - $195M
8.46M $197M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.1M
+ 6120.69%
$46.75 - $47.8 $192M - $196M
4.17M $195M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.85M
+ 4238.64%
$90.42 - $94.5 $167M - $175M
1.89M $171M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.88M
+ 6720.01%
$33.92 - $36.6 $132M - $142M
3.94M $136M
DBND
Doubleline ETF Tr Opportunisti

ETFs
1.92M
+ 6537.45%
$45.15 - $47.26 $86.5M - $90.5M
1.94M $88.1M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1.48M
+ 5839.08%
$52.19 - $52.87 $77.1M - $78.1M
1.5M $78.6M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.37M
+ 6411.28%
$22.72 - $23.0 $76.6M - $77.6M
3.43M $78.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.64M
+ 5824.12%
$45.17 - $47.23 $74.2M - $77.5M
1.67M $75.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.6M
+ 6386.51%
$45.07 - $47.1 $72M - $75.2M
1.62M $73.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
146K
+ 4190.45%
$442.29 - $483.08 $64.4M - $70.3M
149K $67.6M
AAPL
Apple Inc.

Technology
255K
+ 3181.02%
$221.69 - $259.02 $56.6M - $66.1M
263K $65.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
544K
+ 6321.16%
$100.22 - $100.73 $54.5M - $54.8M
553K $55.4M
WMT
Walmart Inc.

Consumer Defensive
566K
+ 6536.02%
$79.1 - $95.7 $44.8M - $54.2M
575K $51.9M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
729K
+ 6103.24%
$59.58 - $63.93 $43.5M - $46.6M
741K $45.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
756K
+ 5591.4%
$58.88 - $64.8 $44.5M - $49M
769K $45.3M
IXUS
Ishares Tr

ETFs
663K
+ 6400.0%
$65.95 - $72.56 $43.7M - $48.1M
673K $44.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
72.9K
+ 7575.36%
$567.81 - $607.81 $41.4M - $44.3M
73.8K $43.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
527K
+ 6026.92%
$77.86 - $79.27 $41.1M - $41.8M
536K $41.8M
LOW
Lowes Companies Inc

Consumer Cyclical
158K
+ 6144.57%
$244.52 - $284.07 $38.6M - $44.8M
160K $39.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
71.9K
+ 5583.0%
$521.84 - $558.82 $37.5M - $40.2M
73.2K $39.4M
EUSB
Ishares Tr Esg Advanced Total

Technology
864K
+ 6371.15%
$42.39 - $44.29 $36.6M - $38.2M
877K $37.3M
VHT
Vanguard Health Care ETF

ETFs
138K
+ 5832.66%
$250.81 - $283.3 $34.6M - $39.1M
140K $35.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
527K
+ 6396.73%
$61.52 - $66.5 $32.5M - $35.1M
536K $34.2M
MSFT
Microsoft Corp

Technology
79.6K
+ 1782.18%
$406.35 - $454.46 $32.3M - $36.2M
84.1K $35.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
991K
+ 6397.87%
$30.18 - $33.87 $29.9M - $33.6M
1.01M $31M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
222K
+ 6396.54%
$134.53 - $150.65 $29.8M - $33.4M
225K $30.5M
BNDX
Vanguard Total International B

ETFs
611K
+ 6525.44%
$48.91 - $50.61 $29.9M - $30.9M
620K $30.4M
WDAY
Workday, Inc.

Technology
111K
+ 6331.56%
$233.85 - $279.91 $25.9M - $31M
112K $29M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
528K
+ 5923.11%
$51.33 - $58.78 $27.1M - $31M
537K $29M
GOOGL
Alphabet Inc.

Communication Services
149K
+ 4112.39%
$161.86 - $196.66 $24.1M - $29.3M
152K $28.8M
VGSH
Vanguard

ETFs
482K
+ 6400.0%
$58.02 - $58.88 $27.9M - $28.4M
489K $28.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
250K
+ 6188.44%
$100.18 - $109.1 $25M - $27.3M
254K $26.6M
HON
Honeywell International Inc

Industrials
113K
+ 6400.0%
$202.84 - $236.0 $23M - $26.7M
115K $26M
DSI
Ishares Msci Kld 400 Social Et

ETFs
230K
+ 6218.66%
$107.41 - $115.71 $24.7M - $26.6M
234K $25.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
563K
+ 8064.14%
$44.87 - $46.86 $25.3M - $26.4M
570K $25.6M
VIG
Vanguard Dividend Appreciation

ETFs
138K
+ 4322.08%
N/A
141K $25.7M
Activity Summary
Buys All Purchases 313 New Holdings 232 Increased Positions 81 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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