Essential Planning, Llc. ETFs

Essential Planning, Llc.

$15 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ITOT Ishares Core S&P Total U.S. St	$0	$14.8 Million 0.1% of portfolio	115,074	Q4 2024 Added 5,505.16%
AGG Ishares Core U.S. Aggregate Bo	$0	$13.9 Million 0.09% of portfolio	143,528	Q4 2024 Added 6,353.6%
MUB Ishares National Muni Bond ETF	$0	$11.5 Million 0.08% of portfolio	108,265	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$11.1 Million 0.07% of portfolio	55,956	Q4 2024 New
SUSB Ishares Tr Ishares Esg Aware 1	$0	$11 Million 0.07% of portfolio	446,935	Q4 2024 New
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$11 Million 0.07% of portfolio	500,007	Q4 2024 New
IEMG Ishares Inc	$0	$10.2 Million 0.07% of portfolio	189,457	Q4 2024 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$8.83 Million 0.06% of portfolio	337,001	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$8.69 Million 0.06% of portfolio	15,261	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$8.57 Million 0.06% of portfolio	21,336	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$7.99 Million 0.05% of portfolio	43,163	Q4 2024 New
ITA Ishares Tr	$0	$7.15 Million 0.05% of portfolio	49,172	Q4 2024 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$6.95 Million 0.05% of portfolio	122,519	Q4 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$6.71 Million 0.04% of portfolio	88,110	Q4 2024 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$6.37 Million 0.04% of portfolio	190,898	Q4 2024 New
NEAR Blackrock Short Maturity Bond	$0	$6.25 Million 0.04% of portfolio	123,760	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$5.96 Million 0.04% of portfolio	66,886	Q4 2024 Added 2,862.18%
FV First Trust Dorsey Wright Focu	$0	$5.76 Million 0.04% of portfolio	97,500	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$5.74 Million 0.04% of portfolio	210,058	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$5.67 Million 0.04% of portfolio	55,832	Q4 2024 New
AOA Ishares Tr Core Aggressive All	$0	$5.66 Million 0.04% of portfolio	73,855	Q4 2024 New
ICSH Blackrock Ultra Short Term Bon	$0	$5.03 Million 0.03% of portfolio	99,727	Q4 2024 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$4.96 Million 0.03% of portfolio	43,096	Q4 2024 New
VT Vanguard Total World Stk Index	$0	$4.94 Million 0.03% of portfolio	42,075	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$4.93 Million 0.03% of portfolio	65,260	Q4 2024 New
GLD Spdr Gold Trust	$95B	$4.72 Million 0.03% of portfolio	19,500	Q4 2024 New
XLI Industrial Sector Spdr	$0	$4.28 Million 0.03% of portfolio	32,500	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$4.19 Million 0.03% of portfolio	72,855	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$3.95 Million 0.03% of portfolio	17,875	Q4 2024 New
IYY Ishares Tr	$0	$3.91 Million 0.03% of portfolio	27,300	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$3.71 Million 0.02% of portfolio	10,140	Q4 2024 New
AOR Ishares Tr Core Growth Allocat	$0	$3.56 Million 0.02% of portfolio	62,064	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$3.5 Million 0.02% of portfolio	18,344	Q4 2024 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$3.32 Million 0.02% of portfolio	84,214	Q4 2024 New
SIXO Aim ETF Tr Allianzim Us Lg Cap	$0	$3.26 Million 0.02% of portfolio	100,752	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$3.23 Million 0.02% of portfolio	51,897	Q4 2024 New
CGW Invesco ETF Tr Ii S&P Global W	$0	$3.17 Million 0.02% of portfolio	58,500	Q4 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$2.98 Million 0.02% of portfolio	57,631	Q4 2024 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$2.86 Million 0.02% of portfolio	37,830	Q4 2024 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$2.85 Million 0.02% of portfolio	40,690	Q4 2024 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$2.79 Million 0.02% of portfolio	54,156	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$2.65 Million 0.02% of portfolio	14,885	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$2.57 Million 0.02% of portfolio	19,448	Q4 2024 New
SKYY First Trust Cloud Computing Et	$0	$2.52 Million 0.02% of portfolio	21,190	Q4 2024 New
XLP Consumer Staples Sector Spdr	$0	$2.51 Million 0.02% of portfolio	33,020	Q4 2024 New
VOOV Vanguard S&P 500 Value ETF	$0	$2.41 Million 0.02% of portfolio	13,081	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$2.36 Million 0.02% of portfolio	20,449	Q4 2024 New
VFH Vanguard Financial ETF	$0	$2.3 Million 0.02% of portfolio	19,500	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$2.16 Million 0.01% of portfolio	9,000	Q4 2024 Added 509.76%
DFIP Dimensional ETF Tr Inflation P	$0	$2.12 Million 0.01% of portfolio	52,393	Q4 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.