The Analysis of Envision Financial Planning, LLC's Holdings
Currently, Envision Financial Planning, LLC holds 47 types of securities in its portfolio with a total value $264.5M. In the most recent quarter, they have increased their positions in FBND (+392.0K shares, valued at $18.0M), CGCV (+462.4K shares, valued at $14.1M), XLV (+33.7K shares, valued at $5.2M); decreased their positions in IBDU (-285.5K shares, valued at $6.7M), IBDW (-234.4K shares, valued at $5.0M), BSV (-20.9K shares, valued at $1.6M); initiated new positions in EFA (+2.1K shares, valued at $204.0K), DFAC (+5.1K shares, valued at $201.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST500.0K shares-2.13%2025-12-312026-02-17
FBND FIDELITY MERRIMACK STR TR497.9K shares370.21%2025-12-312026-02-17 IBDY ISHARES TR788.8K shares0.09%2025-12-312026-02-17 GOVT ISHARES TR867.4K shares1.77%2025-12-312026-02-17 CGCV CAPITAL GROUP CONSERVATIVE E604.1K shares326.33%2025-12-312026-02-17 DUHP DIMENSIONAL ETF TRUST439.4K shares1.79%2025-12-312026-02-17 DFAI DIMENSIONAL ETF TRUST396.4K shares-2.11%2025-12-312026-02-17 DFAE DIMENSIONAL ETF TRUST462.7K shares-2.85%2025-12-312026-02-17 DIHP DIMENSIONAL ETF TRUST413.8K shares-0.14%2025-12-312026-02-17 IBDW ISHARES TR611.5K shares-27.72%2025-12-312026-02-17 DFUS DIMENSIONAL ETF TRUST152.5K shares-3.06%2025-12-312026-02-17 DFAS DIMENSIONAL ETF TRUST143.1K shares1.86%2025-12-312026-02-17 AVMC AMERICAN CENTY ETF TR137.9K shares4.31%2025-12-312026-02-17 XLV SELECT SECTOR SPDR TR54.9K shares158.52%2025-12-312026-02-17 IBDU ISHARES TR306.6K shares-48.22%2025-12-312026-02-17 CGMU CAPITAL GRP FIXED INCM ETF T227.9K shares5.74%2025-12-312026-02-17 DFLV DIMENSIONAL ETF TRUST94.4K shares4.46%2025-12-312026-02-17 BSMW INVESCO EXCH TRD SLF IDX FD107.8K shares0.73%2025-12-312026-02-17 BSMY INVESCO EXCH TRD SLF IDX FD109.2K shares1.81%2025-12-312026-02-17 BSSX INVESCO EXCH TRD SLF IDX FD97.7K shares-0.28%2025-12-312026-02-17 BSMV INVESCO EXCH TRD SLF IDX FD106.4K shares2.02%2025-12-312026-02-17 DFIC DIMENSIONAL ETF TRUST59.5K shares0.24%2025-12-312026-02-17 VOT VANGUARD INDEX FDS6.3K shares0.08%2025-12-312026-02-17 BSMU INVESCO EXCH TRD SLF IDX FD77.4K shares0.91%2025-12-312026-02-17 IVOO VANGUARD ADMIRAL FDS INC11.4K shares8.09%2025-12-312026-02-17 IBMR ISHARES TR46.2K shares-0.68%2025-12-312026-02-17 VO VANGUARD INDEX FDS4.0K shares0.03%2025-12-312026-02-17 IBMQ ISHARES TR43.9K shares0.64%2025-12-312026-02-17 VTI VANGUARD INDEX FDS2.9K shares-0.24%2025-12-312026-02-17 DEHP DIMENSIONAL ETF TRUST29.7K shares0.00%2025-12-312026-02-17 VBR VANGUARD INDEX FDS4.0K shares0.00%2025-12-312026-02-17 DFAW DIMENSIONAL ETF TRUST10.6K shares9.70%2025-12-312026-02-17 NUE NUCOR CORP4.3K shares0.02%2025-12-312026-02-17 DFSU DIMENSIONAL ETF TRUST15.8K shares29.35%2025-12-312026-02-17 VTV VANGUARD INDEX FDS3.5K shares0.00%2025-12-312026-02-17 IBMP ISHARES TR23.4K shares0.00%2025-12-312026-02-17 AAPL APPLE INC1.9K shares6.00%2025-12-312026-02-17 CGDV CAPITAL GROUP DIVIDEND VALUE9.8K shares0.60%2025-12-312026-02-17 DFSI DIMENSIONAL ETF TRUST8.7K shares-4.18%2025-12-312026-02-17 QUAL ISHARES TR1.8K shares0.00%2025-12-312026-02-17 MSFT MICROSOFT CORP726 shares-0.14%2025-12-312026-02-17 BSV VANGUARD BD INDEX FDS3.8K shares-84.46%2025-12-312026-02-17 DFNM DIMENSIONAL ETF TRUST5.8K shares1.25%2025-12-312026-02-17 EFA ISHARES TR2.1K sharesnew addition2025-12-312026-02-17 DFAC DIMENSIONAL ETF TRUST5.1K sharesnew addition2025-12-312026-02-17 IBRX IMMUNITYBIO INC10.4K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available