Essential Planning, Llc. ETFs

Essential Planning, Llc.

$248 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BND Vanguard Bd Index Fd Inc Total	$0	$55.2 Billion 22.24% of portfolio	751,437	Q1 2025 Reduced 98.36%
DFAU Dimensional ETF Tr	$0	$48.2 Billion 19.41% of portfolio	1,253,243	Q1 2025 Reduced 98.39%
DFAI Dimensional ETF Tr	$0	$16.4 Billion 6.62% of portfolio	526,409	Q1 2025 Reduced 98.37%
DFCF Dimensional ETF Tr Core Fxd In	$0	$9.18 Billion 3.7% of portfolio	218,149	Q1 2025 Reduced 98.11%
BSV Vanguard Bd Index Fd Inc Short	$0	$6.51 Billion 2.62% of portfolio	83,199	Q1 2025 Reduced 98.28%
DFAE Dimensional ETF Tr	$0	$6.51 Billion 2.62% of portfolio	251,403	Q1 2025 Reduced 98.38%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$5.59 Billion 2.25% of portfolio	112,121	Q1 2025 Reduced 98.36%
IVV Ishares Core S&P 500 ETF	$0	$5.27 Billion 2.12% of portfolio	9,377	Q1 2025 Reduced 98.52%
MBB Ishares Tr	$0	$5.11 Billion 2.06% of portfolio	54,496	Q1 2025 Reduced 98.35%
DFSD Dimensional ETF Tr Short Durat	$0	$4.52 Billion 1.82% of portfolio	95,124	Q1 2025 Reduced 97.72%
BOND Pimco Active Bond Exchange Tra	$0	$4.35 Billion 1.75% of portfolio	47,023	Q1 2025 Reduced 97.52%
VBK Vanguard Small Cap Growth ETF	$0	$4.27 Billion 1.72% of portfolio	16,970	Q1 2025 Reduced 98.47%
FREL Fidelity Covington Tr Msci Rea	$0	$3.55 Billion 1.43% of portfolio	129,314	Q1 2025 Reduced 98.37%
SHY Ishares Barclays 1 3 Year Trea	$0	$3.5 Billion 1.41% of portfolio	42,284	Q1 2025 Reduced 98.28%
DFAC Dimensional ETF Tr U S Core Eq	$0	$2.91 Billion 1.17% of portfolio	88,272	Q1 2025 Reduced 97.76%
IBTF Ishares Tr Ibonds Dec 2025 Ter	$0	$2.63 Billion 1.06% of portfolio	112,449	Q1 2025 Reduced 98.67%
SPY Spdr S&P 500 ETF Trust	$0	$1.79 Billion 0.72% of portfolio	3,202	Q1 2025 Reduced 95.66%
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$1.66 Billion 0.67% of portfolio	72,407	Q1 2025 Reduced 97.89%
STPZ Pimco ETF Tr 1 5 Yr Us Tips In	$0	$1.34 Billion 0.54% of portfolio	24,747	Q1 2025 Reduced 98.35%
VMBS Vanguard Mortg Backed Sec ETF	$0	$1.23 Billion 0.49% of portfolio	26,458	Q1 2025 Reduced 98.42%
DBND Doubleline ETF Tr Opportunisti	$0	$1.21 Billion 0.49% of portfolio	26,253	Q1 2025 Reduced 98.65%
FBND Fidelity Merrimack Str Tr Tota	$0	$1.11 Billion 0.45% of portfolio	24,225	Q1 2025 Reduced 95.75%
VEA Vanguard Ftse Developed Market	$0	$1.04 Billion 0.42% of portfolio	20,531	Q1 2025 Reduced 95.95%
DFIC Dimensional ETF Tr Dimensional	$0	$1.03 Billion 0.41% of portfolio	37,067	Q1 2025 Reduced 95.52%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$1 Billion 0.4% of portfolio	9,939	Q1 2025 Reduced 98.2%
IUSB Ishares Core Total Usd Bond Ma	$0	$939 Million 0.38% of portfolio	20,384	Q1 2025 Reduced 98.74%
VXUS Vanguard Star Fd Vanguard Tota	$0	$897 Million 0.36% of portfolio	14,436	Q1 2025 Reduced 98.12%
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$710 Million 0.29% of portfolio	31,660	Q1 2025 Reduced 96.35%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$653 Million 0.26% of portfolio	8,269	Q1 2025 Reduced 98.46%
EPS Wisdomtree U.S. Largecap Fund	$0	$647 Million 0.26% of portfolio	10,913	Q1 2025 Reduced 98.53%
VHT Vanguard Health Care ETF	$0	$614 Million 0.25% of portfolio	2,319	Q1 2025 Reduced 98.35%
VIG Vanguard Dividend Appreciation	$0	$606 Million 0.24% of portfolio	3,126	Q1 2025 Reduced 97.79%
IXUS Ishares Tr	$0	$596 Million 0.24% of portfolio	8,539	Q1 2025 Reduced 98.73%
VOO Vanguard Index Fds S&P 500 ETF	$0	$540 Million 0.22% of portfolio	1,051	Q1 2025 Reduced 98.56%
BNDX Vanguard Total International B	$0	$527 Million 0.21% of portfolio	10,789	Q1 2025 Reduced 98.26%
VGSH Vanguard	$0	$442 Million 0.18% of portfolio	7,525	Q1 2025 Reduced 98.46%
IEMG Ishares Inc	$0	$432 Million 0.17% of portfolio	8,007	Q1 2025 Reduced 95.77%
DFEM Dimensional ETF Tr Emerging Mk	$0	$418 Million 0.17% of portfolio	15,785	Q1 2025 Reduced 95.32%
DFUS Dimensional ETF Tr U S Equity	$0	$398 Million 0.16% of portfolio	6,583	Q1 2025 Reduced 98.77%
VCEB Vanguard World Fd Esg U S Corp	$0	$396 Million 0.16% of portfolio	6,293	Q1 2025 Reduced 98.47%
EES Wisdomtree U.S. Smallcap Fund	$0	$381 Million 0.15% of portfolio	7,802	Q1 2025 Reduced 98.55%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$363 Million 0.15% of portfolio	3,707	Q1 2025 Reduced 98.54%
DSI Ishares Msci Kld 400 Social Et	$0	$359 Million 0.14% of portfolio	3,509	Q1 2025 Reduced 98.5%
DFSV Dimensional ETF Tr Dimensional	$0	$347 Million 0.14% of portfolio	12,336	Q1 2025 Reduced 98.77%
RSP Invesco S&P 500 Equal Weight E	$0	$346 Million 0.14% of portfolio	2,000	Q1 2025 Reduced 50.0%
IJT Ishares S&P Small Cap 600 Grow	$0	$341 Million 0.14% of portfolio	2,740	Q1 2025 Reduced 98.78%
VB Vanguard Small Cap ETF	$0	$334 Million 0.13% of portfolio	1,506	Q1 2025 Reduced 83.27%
DTD Wisdomtree Tr U.S Total Divide	$0	$333 Million 0.13% of portfolio	4,321	Q1 2025 Reduced 98.52%
VWO Vanguard Ftse Emerging Mkts Et	$0	$294 Million 0.12% of portfolio	6,504	Q1 2025 Reduced 98.34%
SUB Ishares Short Term National Mu	$0	$279 Million 0.11% of portfolio	2,640	Q1 2025 Reduced 98.44%

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