Envision Financial Planning, LLC: 13F holdings
CIK 19644602026Q2
| Positions | 55 |
|---|
| Reported value | $307.3m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 55 (+4 vs prior quarter) |
|---|
| Reported value | $307.3m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FBND FIDELITY MERRIMACK STR TR | 607,288 | $27.6m | 9.0% |
| PAVE DIMENSIONAL ETF TRUST | 524,562 | $27.1m | 8.8% |
| CGCV CAPITAL GROUP CONSERVATIVE E | 639,031 | $21.0m | 6.8% |
| DIMENSIONAL ETF TRUST | 475,633 | $19.8m | 6.5% |
| GOVT ISHARES TR | 847,680 | $19.3m | 6.3% |
| IBDY ISHARES TR | 737,993 | $19.0m | 6.2% |
| DFAE DIMENSIONAL ETF TRUST | 449,919 | $18.1m | 5.9% |
| DFAI DIMENSIONAL ETF TRUST | 399,885 | $16.5m | 5.4% |
| DIHP DIMENSIONAL ETF TRUST | 438,588 | $15.0m | 4.9% |
| IBDW ISHARES TR | 641,798 | $13.4m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964460")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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