Essential Planning, Llc. Incresed Positions in Q3 2024

Essential Planning, Llc.

  • $243 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.4K
+ 2.43%
$71.45 - $75.64 $1.17M - $1.24M
690K $51.9M
DFAU
Dimensional ETF Tr

ETFs
14.1K
+ 1.15%
$35.8 - $39.69 $504K - $559K
1.24M $49.2M
DFAI
Dimensional ETF Tr

ETFs
11K
+ 2.21%
$28.69 - $32.06 $316K - $353K
509K $16.2M
VTI
Vanguard Total Stock Market Et

ETFs
417
+ 0.81%
$255.18 - $283.2 $106K - $118K
52K $14.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.5K
+ 30.62%
$31.05 - $34.29 $421K - $464K
57.8K $1.98M
FREL
Fidelity Covington Tr Msci Rea

ETFs
563
+ 0.45%
$25.07 - $29.94 $14.1K - $16.9K
127K $3.73M
DFAE
Dimensional ETF Tr

ETFs
5.65K
+ 2.37%
$24.46 - $27.82 $138K - $157K
244K $6.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.57K
+ 8.92%
$90.01 - $95.32 $322K - $341K
43.7K $4.13M
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.06K
+ 15.63%
$47.0 - $47.84 $426K - $433K
67K $3.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
84
+ 2.48%
$405.19 - $478.57 $34K - $40.2K
3.48K $1.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
39
+ 0.29%
$58.03 - $65.37 $2.26K - $2.55K
13.5K $875K
NVDA
Nvidia Corp

Technology
517
+ 8.54%
$98.91 - $134.91 $51.1K - $69.7K
6.57K $798K
AMZN
Amazon Com Inc

Consumer Cyclical
329
+ 21.39%
$161.02 - $200.0 $53K - $65.8K
1.87K $347K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
432
+ 6.36%
$41.9 - $48.26 $18.1K - $20.8K
7.23K $345K
WDAY
Workday, Inc.

Technology
19
+ 1.1%
$207.75 - $264.68 $3.95K - $5.03K
1.75K $427K
JPM
Jpmorgan Chase & CO

Financial Services
129
+ 9.91%
$194.9 - $224.8 $25.1K - $29K
1.43K $301K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
26
+ 0.43%
$38.51 - $41.69 $1K - $1.08K
6.03K $251K
DFAX
Dimensional ETF Tr
3
+ 0.03%
$24.29 - $27.25 $72.9 - $81.8
8.94K $241K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
129
+ 1.52%
$100.09 - $100.69 $12.9K - $13K
8.61K $866K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
133
+ 1.01%
$21.96 - $22.69 $2.92K - $3.02K
13.3K $300K
XOM
Exxon Mobil Corp

Energy
7
+ 0.39%
$109.72 - $119.0 $768 - $833
1.79K $209K
MSFT
Microsoft Corp

Technology
88
+ 2.01%
$395.15 - $467.56 $34.8K - $41.1K
4.47K $1.92M
GOOGL
Alphabet Inc.

Communication Services
81
+ 2.29%
$148.65 - $191.18 $12K - $15.5K
3.62K $599K
Activity Summary
Buys All Purchases 36 New Holdings 12 Increased Positions 24 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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