Essential Planning, Llc. Incresed Positions in Q3 2025

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.34K
+ 6.13%
$303.93 - $329.86 $1.01M - $1.1M
57.8K $19B
J P Morgan Exchange Traded F
43.9K
+ 82.63%
N/A
97K $5.09B
Dimensional ETF Trust
26.5K
+ 58.87%
N/A
71.5K $5.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.63K
+ 56.69%
$617.65 - $666.84 $1.62M - $1.75M
7.26K $4.84B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
42.9K
+ 38.53%
$36.04 - $38.78 $1.55M - $1.66M
154K $5.95B
DFSD
Dimensional ETF Tr Short Durat

ETFs
33.5K
+ 30.49%
$47.86 - $48.43 $1.6M - $1.62M
143K $6.91B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.3K
+ 68.33%
$45.26 - $46.63 $1.05M - $1.08M
57.3K $2.65B
VEA
Vanguard Ftse Developed Market

ETFs
15.3K
+ 53.69%
$56.02 - $60.3 $859K - $924K
43.9K $2.63B
DFIC
Dimensional ETF Tr Dimensional

ETFs
27.2K
+ 52.66%
$30.76 - $33.01 $838K - $899K
79K $2.59B
BNDX
Vanguard Total International B

ETFs
11.3K
+ 88.18%
$49.0 - $49.51 $554K - $559K
24.1K $1.19B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.2K
+ 54.49%
$29.55 - $32.52 $361K - $397K
34.7K $1.11B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.37K
+ 5.04%
$78.11 - $79.07 $341K - $346K
91.1K $7.19B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.95K
+ 4.32%
$49.78 - $50.75 $246K - $251K
120K $6.05B
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$174.36 - $254.72 $174 - $255
3.62K $879M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.68K
+ 16.97%
$100.16 - $100.7 $168K - $169K
11.5K $1.16B
MSFT
Microsoft Corp

Technology
62
+ 1.38%
$491.09 - $535.64 $30.4K - $33.2K
4.55K $2.36B
FREL
Fidelity Covington Tr Msci Rea

ETFs
470
+ 0.36%
$26.84 - $28.32 $12.6K - $13.3K
132K $3.67B
JPM
Jpmorgan Chase & CO

Financial Services
138
+ 11.24%
$282.78 - $316.06 $39K - $43.6K
1.37K $431M
Dimensional ETF Trust
1.37K
+ 33.32%
N/A
5.49K $279M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1
+ 0.01%
$64.14 - $69.37 $64.1 - $69.4
10.9K $752M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.1%
$567.77 - $614.76 $568 - $615
1.05K $644M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
1
+ 0.01%
$50.48 - $57.12 $50.5 - $57.1
7.8K $436M
AMZN
Amazon Com Inc

Consumer Cyclical
140
+ 7.5%
$211.65 - $238.24 $29.6K - $33.4K
2.01K $441M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1
+ 0.02%
$79.83 - $84.0 $79.8 - $84
4.26K $358M
DFAX
Dimensional ETF Tr
3
+ 0.03%
$29.25 - $31.56 $87.8 - $94.7
8.96K $281M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
27
+ 0.44%
$41.91 - $44.87 $1.13K - $1.21K
6.13K $274M
DBND
Doubleline ETF Tr Opportunisti

ETFs
30
+ 0.12%
$45.57 - $46.76 $1.37K - $1.4K
25.5K $1.18B
EUSB
Ishares Tr Esg Advanced Total

Technology
10
+ 0.08%
$42.97 - $44.2 $430 - $442
13.3K $584M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3
+ 0.13%
$97.75 - $100.75 $293 - $302
2.29K $229M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
78
+ 0.63%
$22.19 - $22.44 $1.73K - $1.75K
12.5K $280M
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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