Essential Planning, LLC.: 13F holdings
CIK 19498242026Q2
| Positions | 87 |
|---|
| Reported value | $353.9m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 87 (+2 vs prior quarter) |
|---|
| Reported value | $353.9m (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 1,077,468 | $55.7m | 15.7% |
| BND VANGUARD BD INDEX FDS | 676,966 | $49.7m | 14.0% |
| VTI VANGUARD INDEX FDS | 70,599 | $26.1m | 7.4% |
| DFAI DIMENSIONAL ETF TRUST | 485,639 | $20.0m | 5.7% |
| DFSD DIMENSIONAL ETF TRUST | 338,620 | $16.2m | 4.6% |
| JPLD J P MORGAN EXCHANGE TRADED F | 296,964 | $15.5m | 4.4% |
| DIMENSIONAL ETF TRUST | 162,396 | $13.3m | 3.8% |
| DFCF DIMENSIONAL ETF TRUST | 303,658 | $12.8m | 3.6% |
| DIMENSIONAL ETF TRUST | 279,959 | $12.4m | 3.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 15,515 | $11.6m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1949824")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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