Essential Planning, Llc. Incresed Positions in Q4 2025

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
64.8K
+ 66.79%
N/A
162K $8.46B
DFSD
Dimensional ETF Tr Short Durat

ETFs
61.8K
+ 43.06%
$48.17 - $48.5 $2.98M - $3M
205K $9.84B
Dimensional ETF Trust
30K
+ 41.95%
N/A
102K $7.47B
VTI
Vanguard Total Stock Market Et

ETFs
5.24K
+ 9.07%
$321.8 - $337.95 $1.69M - $1.77M
63K $21.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.89K
+ 39.75%
$653.02 - $687.39 $1.88M - $1.98M
10.1K $6.92B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
46.4K
+ 30.06%
$37.61 - $39.41 $1.74M - $1.83M
201K $7.95B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
83.1K
+ 664.89%
$22.32 - $22.47 $1.85M - $1.87M
95.6K $2.14B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
34.3K
+ 59.93%
$46.2 - $46.85 $1.59M - $1.61M
91.6K $4.22B
DFIC
Dimensional ETF Tr Dimensional

ETFs
30K
+ 37.95%
$32.24 - $33.72 $966K - $1.01M
109K $3.75B
VEA
Vanguard Ftse Developed Market

ETFs
16.4K
+ 37.44%
$59.18 - $62.09 $972K - $1.02M
60.3K $3.77B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.62K
+ 66.03%
$100.33 - $100.69 $765K - $768K
19.2K $1.92B
VBR
Vanguard Small Cap Value ETF

ETFs
2.24K
+ 224.3%
$201.42 - $211.15 $452K - $474K
3.24K $687M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13.2K
+ 38.02%
$31.28 - $33.46 $412K - $441K
47.8K $1.58B
IVV
Ishares Core S&P 500 ETF

ETFs
470
+ 5.29%
$656.2 - $690.71 $308K - $325K
9.35K $6.41B
IEMG
Ishares Inc

ETFs
6.42K
+ 37.01%
N/A
23.8K $1.6B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.74K
+ 5.2%
$78.65 - $79.19 $372K - $375K
95.9K $7.56B
GOOGL
Alphabet Inc.

Communication Services
64
+ 1.77%
$236.57 - $291.31 $15.1K - $18.6K
3.68K $1.15B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.28K
+ 77.76%
$52.54 - $55.77 $225K - $238K
9.78K $526M
Dimensional ETF Trust
3.68K
+ 66.89%
N/A
9.17K $464M
AAPL
Apple Inc.

Technology
9
+ 0.13%
$245.27 - $275.25 $2.21K - $2.48K
6.91K $1.88B
Dimensional ETF Trust
4.07K
+ 43.44%
N/A
13.4K $355M
MSFT
Microsoft Corp

Technology
465
+ 10.22%
$496.82 - $542.07 $231K - $252K
5.01K $2.42B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
540
+ 23.61%
$99.87 - $101.27 $53.9K - $54.7K
2.83K $282M
RTX
Raytheon Technologies Corp

Industrials
21
+ 1.22%
$157.0 - $179.44 $3.3K - $3.77K
1.75K $320M
IXUS
Ishares Tr

ETFs
158
+ 1.85%
$81.21 - $85.27 $12.8K - $13.5K
8.7K $736M
AMZN
Amazon Com Inc

Consumer Cyclical
7
+ 0.35%
$213.04 - $254.0 $1.49K - $1.78K
2.01K $465M
JPM
Jpmorgan Chase & CO

Financial Services
33
+ 2.42%
$294.11 - $320.41 $9.71K - $10.6K
1.4K $451M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.07%
N/A
3.05K $671M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
21
+ 0.34%
$43.57 - $45.71 $915 - $960
6.15K $287M
DFAX
Dimensional ETF Tr
3
+ 0.03%
$30.71 - $32.34 $92.1 - $97
8.96K $293M
NVDA
Nvidia Corp

Technology
15
+ 0.83%
$179.83 - $207.04 $2.7K - $3.11K
1.82K $340M
EUSB
Ishares Tr Esg Advanced Total

Technology
13
+ 0.1%
$43.82 - $44.38 $570 - $577
13.3K $584M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
10
+ 0.16%
$63.66 - $64.83 $637 - $648
6.34K $403M
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.81K
+ 1.37%
$26.82 - $28.15 $48.5K - $50.9K
134K $3.6B
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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