Envision Financial Planning, LLC Portfolio Holdings by Sector

Envision Financial Planning, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU GOVT DUHP DFAE DFAI IBDU DFUS DIHP 25 stocks	$139 Million 97.47% of portfolio	18	7	2	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$896,641 0.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$887,108 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$399,148 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$384,645 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$269,339 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$251,031 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FHN 1 stocks	$244,036 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$213,136 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services PSEC 1 stocks	$56,026 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

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