Essential Planning, Llc. Sells in Q1 2025

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAR
Dimensional ETF Tr Dimensional

ETFs
-669K
- 98.71%
$22.35 - $24.52 $15M - $16.4M
8.73K $208M
VUG
Vanguard Growth ETF

ETFs
-35.8K
- 98.46%
$369.1 - $427.61 $13.2M - $15.3M
559 $207M
Dimensional ETF Trust
-101K
- 96.11%
N/A
4.09K $207M
IYC
Ishares U.S. Consumer Discreti

ETFs
-2.4K
- 50.0%
$85.71 - $101.2 $206K - $243K
2.4K $212M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-141K
- 98.37%
$95.85 - $99.25 $13.5M - $14M
2.33K $231M
DFAX
Dimensional ETF Tr
-572K
- 98.46%
$24.45 - $27.2 $14M - $15.6M
8.95K $234M
RTX
Raytheon Technologies Corp

Industrials
-112K
- 98.42%
$114.1 - $135.66 $12.7M - $15.2M
1.79K $237M
TT
Trane Technologies PLC

Industrials
-47.2K
- 98.46%
$332.0 - $400.86 $15.7M - $18.9M
738 $249M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-386K
- 98.45%
$39.96 - $43.3 $15.4M - $16.7M
6.08K $250M
META
Meta Platforms, Inc.

Communication Services
-19.3K
- 97.78%
$576.36 - $736.67 $11.1M - $14.2M
439 $253M
SUB
Ishares Short Term National Mu

ETFs
-167K
- 98.44%
$105.3 - $106.24 $17.6M - $17.7M
2.64K $279M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-488K
- 97.53%
$21.77 - $22.25 $10.6M - $10.9M
12.3K $275M
GS
Goldman Sachs Group Inc

Financial Services
-500
- 50.0%
$524.81 - $672.19 $262K - $336K
500 $273M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-385K
- 98.34%
$42.5 - $46.71 $16.4M - $18M
6.5K $294M
JPM
Jpmorgan Chase & CO

Financial Services
-83.6K
- 98.53%
$225.19 - $279.95 $18.8M - $23.4M
1.25K $306M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-287K
- 98.52%
$74.87 - $79.99 $21.5M - $23M
4.32K $333M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-222K
- 98.78%
$121.0 - $142.28 $26.9M - $31.6M
2.74K $341M
T
At&T Inc.

Communication Services
-745K
- 98.44%
$21.56 - $28.28 $16.1M - $21.1M
11.8K $333M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-994K
- 98.77%
$27.56 - $32.1 $27.4M - $31.9M
12.3K $347M
VB
Vanguard Small Cap ETF

ETFs
-7.49K
- 83.27%
$217.89 - $252.64 $1.63M - $1.89M
1.51K $334M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-230K
- 98.5%
$101.98 - $115.66 $23.5M - $26.6M
3.51K $359M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-250K
- 98.54%
$96.93 - $109.51 $24.3M - $27.4M
3.71K $363M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2K
- 50.0%
$169.43 - $182.84 $339K - $366K
2K $346M
HON
Honeywell International Inc

Industrials
-113K
- 98.46%
$202.75 - $226.52 $22.9M - $25.6M
1.77K $374M
AMZN
Amazon Com Inc

Consumer Cyclical
-21K
- 91.82%
$190.26 - $242.06 $3.99M - $5.07M
1.87K $355M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-529K
- 98.55%
$48.37 - $55.84 $25.6M - $29.5M
7.8K $381M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-529K
- 98.77%
$59.61 - $66.71 $31.5M - $35.3M
6.58K $398M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-405K
- 98.47%
$61.23 - $63.33 $24.8M - $25.7M
6.29K $396M
WDAY
Workday, Inc.

Technology
-111K
- 98.45%
$233.53 - $277.82 $25.9M - $30.8M
1.75K $408M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-321K
- 95.32%
$25.35 - $27.46 $8.14M - $8.82M
15.8K $418M
VGSH
Vanguard

ETFs
-482K
- 98.46%
$58.07 - $58.69 $28M - $28.3M
7.53K $442M
IEMG
Ishares Inc

ETFs
-181K
- 95.77%
N/A
8.01K $432M
LOW
Lowes Companies Inc

Consumer Cyclical
-158K
- 98.64%
$222.66 - $268.42 $35.2M - $42.5M
2.18K $509M
BNDX
Vanguard Total International B

ETFs
-609K
- 98.26%
$48.33 - $49.5 $29.4M - $30.1M
10.8K $527M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-72.1K
- 98.56%
$507.05 - $563.67 $36.6M - $40.7M
1.05K $540M
EUSB
Ishares Tr Esg Advanced Total

Technology
-864K
- 98.52%
$42.05 - $43.43 $36.3M - $37.5M
13K $563M
GOOGL
Alphabet Inc.

Communication Services
-149K
- 97.63%
$154.33 - $206.19 $23M - $30.7M
3.62K $559M
IXUS
Ishares Tr

ETFs
-665K
- 98.73%
$65.06 - $72.31 $43.3M - $48.1M
8.54K $596M
VHT
Vanguard Health Care ETF

ETFs
-138K
- 98.35%
$254.06 - $273.83 $35M - $37.8M
2.32K $614M
VIG
Vanguard Dividend Appreciation

ETFs
-138K
- 97.79%
N/A
3.13K $606M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-730K
- 98.53%
$58.38 - $64.16 $42.6M - $46.9M
10.9K $647M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-528K
- 98.46%
$77.7 - $78.94 $41M - $41.7M
8.27K $653M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-836K
- 96.35%
$22.11 - $22.43 $18.5M - $18.8M
31.7K $710M
NVDA
Nvidia Corp

Technology
-83.6K
- 92.71%
$106.98 - $149.43 $8.94M - $12.5M
6.57K $712M
WMT
Walmart Inc.

Consumer Defensive
-566K
- 98.46%
$84.5 - $105.05 $47.8M - $59.4M
8.85K $777M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-755K
- 98.12%
$58.01 - $64.46 $43.8M - $48.7M
14.4K $897M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.6M
- 98.74%
$44.72 - $46.25 $71.6M - $74.1M
20.4K $939M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-543K
- 98.2%
$100.32 - $100.76 $54.4M - $54.7M
9.94K $1B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-791K
- 95.52%
$25.54 - $28.79 $20.2M - $22.8M
37.1K $1.03B
Activity Summary
Buys All Purchases 1 New Holdings 1 Increased Positions 0 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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