Essential Planning, Llc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $269 Billion distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $56.6B, Dimensional ETF Tr with a value of $53.8B, Dimensional ETF Tr with a value of $18.5B, Vanguard Total Stock Market Et with a value of $16.6B, and Dimensional ETF Tr Core Fxd In with a value of $9.63B.
Examining the 13F form we can see an increase of $20.4B in the current position value, from $248B to 269B.
Essential Planning, Llc. is based out at Portsmouth, NH
Below you can find more details about Essential Planning, Llc. portfolio as well as his latest detailed transactions.