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.
Essential Planning, LLC. (CIK 1949824) reported $314.5M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($52.7M, 16.77%), DFAU ($51.1M, 16.25%), VTI ($21.3M, 6.77%), DFAI ($19.6M, 6.23%), DFSD ($12.6M, 4.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $52.7M | 16.77% | 716,173 | Trimmed |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $51.1M | 16.25% | 1.1M | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $21.3M | 6.77% | 66,344 | Added |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $19.6M | 6.23% | 503,270 | Trimmed |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $12.6M | 4.01% | 263,549 | Added |
| 6 | JPLD | J P MORGAN EXCHANGE TRADED F | $11.9M | 3.80% | 228,857 | Added |
| 7 | DFCF | DIMENSIONAL ETF TRUST | $11.1M | 3.54% | 263,376 | Added |
| 8 | DCOR | DIMENSIONAL ETF TRUST | $9.8M | 3.12% | 136,334 | Added |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $9.2M | 2.93% | 237,349 | Added |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $8.2M | 2.60% | 241,138 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $8.2M | 2.60% | 12,568 | Added |
| 12 | BSV | VANGUARD BD INDEX FDS | $8.2M | 2.59% | 103,945 | Added |
| 13 | IVV | ISHARES TR | $6.0M | 1.91% | 9,181 | Trimmed |
| 14 | VTIP | VANGUARD MALVERN FDS | $5.8M | 1.86% | 117,113 | Added |
| 15 | FBND | FIDELITY MERRIMACK STR TR | $5.5M | 1.74% | 119,941 | Added |
| 16 | MBB | ISHARES TR | $4.9M | 1.56% | 51,590 | Trimmed |
| 17 | VBK | VANGUARD INDEX FDS | $4.8M | 1.52% | 15,807 | Trimmed |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $4.6M | 1.47% | 72,211 | Added |
| 19 | DFIC | DIMENSIONAL ETF TRUST | $4.6M | 1.47% | 130,206 | Added |
| 20 | BOND | PIMCO ETF TR | $3.9M | 1.24% | 42,096 | Trimmed |
| 21 | FREL | FIDELITY COVINGTON TRUST | $3.6M | 1.15% | 134,920 | Added |
| 22 | SHY | ISHARES TR | $2.8M | 0.90% | 34,459 | Trimmed |
| 23 | MINT | PIMCO ETF TR | $2.7M | 0.87% | 27,237 | Added |
| 24 | LLY | ELI LILLY & CO | $2.6M | 0.83% | 2,839 | Trimmed |
| 25 | IBTI | ISHARES TR | $2.1M | 0.65% | 92,246 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31