Essential Planning, LLC. - Portfolio overview

Essential Planning, LLC. has 91 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 16.59%
2. DFAU - DIMENSIONAL ETF TRUST, 16.07%
3. VTI - VANGUARD INDEX FDS, 6.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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