Essential Planning, Llc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $15 Billion distributed in 313 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 $3.3B, Dimensional ETF Tr with a value of $3.15B, Dimensional ETF Tr with a value of $943M, Vanguard Total Stock Market Et with a value of $934M, and Eli Lilly & CO with a value of $553M.
Examining the 13F form we can see an increase of $14.7B in the current position value, from $243M to 15B.
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.
Portfolio value
$15 Billion
ETFs: $13.5 Billion
Healthcare: $589 Million
Technology: $193 Million
Financial Services: $164 Million
Industrials: $106 Million
Consumer Defensive: $95 Million
Communication Services: $82.7 Million
Consumer Cyclical: $62.7 Million
Other: $67.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
