Essential Planning, LLC.
CIK 1949824 · Holdings on Mar 31, 2026 · First reported Apr 23, 2026
Top ten holdings
Q1 2026- BND16.77%
- DFAU16.25%
- VTI6.77%
- DFAI6.23%
- DFSD4.01%
- JPLD3.80%
- DFCF3.54%
- DCOR3.12%
- DFAC2.93%
- SPY2.60%
Share classes counted separately66.02%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LLYWeight decreased · -2.50 pp3.33% → 0.83%Shares -6.88K (-70.80%)
- DFAUWeight decreased · -1.16 pp17.41% → 16.25%Shares -34.02K (-2.92%)
- JPLDWeight increased · +1.10 pp2.70% → 3.80%Shares +67.14K (+41.52%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $52.74M | 16.77% | 716.17K shares | 17.39% → 16.77%-0.62 pp -20.11K (-2.73%) | Reduced | ↗▾ |
| 02 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $51.09M | 16.25% | 1.13M shares | 17.41% → 16.25%-1.16 pp -34.02K (-2.92%) | Reduced | ↗▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $21.28M | 6.77% | 66.34K shares | 6.74% → 6.77%+0.03 pp +3.31K (+5.25%) | Added | ↗▾ |
| 04 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $19.61M | 6.23% | 503.27K shares | 6.21% → 6.23%+0.02 pp -7.62K (-1.49%) | Reduced | ↗▾ |
| 05 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $12.62M | 4.01% | 263.55K shares | 3.14% → 4.01%+0.87 pp +58.36K (+28.44%) | Added | ↗▾ |
| 06 | JPLDJPMORGAN LTD DURATION ETFJPMORGAM LTD DUR View history and evidence | $11.94M | 3.80% | 228.86K shares | 2.70% → 3.80%+1.10 pp +67.14K (+41.52%) | Added | ↗▾ |
| 07 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $11.12M | 3.54% | 263.38K shares | 3.34% → 3.54%+0.20 pp +17.25K (+7.01%) | Added | ↗▾ |
| 08 | DCORDIMENSIONAL US CORE EQ 1 ETFUS CORE EQUITY 1 View history and evidence | $9.83M | 3.12% | 136.33K shares | 2.38% → 3.12%+0.74 pp +34.82K (+34.30%) | Added | ↗▾ |
| 09 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $9.22M | 2.93% | 237.35K shares | 2.53% → 2.93%+0.40 pp +36.59K (+18.23%) | Added | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $8.17M | 2.60% | 12.57K shares | 2.21% → 2.60%+0.39 pp +2.42K (+23.91%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LOW LOWE'S COS INC | Non-derivative | -1,833 | -$442.05K | SEC filing ↗ | SEC filing ↗ |
| ITOT ISHARES CORE S&P TOTAL U.S. | Non-derivative | -2,409 | -$358.19K | SEC filing ↗ | SEC filing ↗ |
| AGG ISHARES CORE U.S. AGGREGATE | Non-derivative | -2,827 | -$282.40K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1949824 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 314506859
}Research all 85 reported holdings.
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