Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Envision Financial Planning, LLC (CIK 1964460) reported $276.4M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBND ($25.6M, 9.25%), DFAU ($23.6M, 8.55%), IBDY ($21.7M, 7.84%), GOVT ($21.3M, 7.69%), CGCV ($18.7M, 6.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $25.6M | 9.25% | 560,272 | Added |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $23.6M | 8.55% | 523,955 | Added |
| 3 | IBDY | ISHARES TR | $21.7M | 7.84% | 838,607 | Added |
| 4 | GOVT | ISHARES TR | $21.3M | 7.69% | 927,889 | Added |
| 5 | CGCV | CAPITAL GROUP CONSERVATIVE E | $18.7M | 6.78% | 628,948 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $17.0M | 6.14% | 461,427 | Added |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $15.7M | 5.69% | 464,671 | Added |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $15.6M | 5.63% | 399,338 | Added |
| 9 | DIHP | DIMENSIONAL ETF TRUST | $13.8M | 5.00% | 429,029 | Added |
| 10 | IBDW | ISHARES TR | $13.4M | 4.84% | 639,767 | Added |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $10.9M | 3.95% | 153,828 | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $10.3M | 3.72% | 144,622 | Added |
| 13 | AVMC | AMERICAN CENTY ETF TR | $10.2M | 3.70% | 141,457 | Added |
| 14 | XLV | SELECT SECTOR SPDR TR | $8.3M | 3.00% | 56,649 | Added |
| 15 | IBDU | ISHARES TR | $7.1M | 2.55% | 303,396 | Trimmed |
| 16 | CGMU | CAPITAL GRP FIXED INCM ETF T | $6.6M | 2.38% | 242,502 | Added |
| 17 | DFLV | DIMENSIONAL ETF TRUST | $3.4M | 1.23% | 95,430 | Added |
| 18 | BSMW | INVESCO EXCH TRD SLF IDX FD | $2.8M | 1.02% | 112,884 | Added |
| 19 | BSMY | INVESCO EXCH TRD SLF IDX FD | $2.8M | 1.01% | 114,993 | Added |
| 20 | BSSX | INVESCO EXCH TRD SLF IDX FD | $2.6M | 0.94% | 101,913 | Added |
| 21 | BSMV | INVESCO EXCH TRD SLF IDX FD | $2.3M | 0.83% | 110,258 | Added |
| 22 | DFIC | DIMENSIONAL ETF TRUST | $2.1M | 0.76% | 59,260 | Trimmed |
| 23 | BSMU | INVESCO EXCH TRD SLF IDX FD | $1.8M | 0.63% | 80,344 | Added |
| 24 | DFAW | DIMENSIONAL ETF TRUST | $1.6M | 0.60% | 22,324 | Added |
| 25 | VOT | VANGUARD INDEX FDS | $1.6M | 0.59% | 6,350 | Added |
Source: SEC Form 13F filings · as of 2026-03-31