Envision Financial Planning, LLC Portfolio Holdings by Sector

Envision Financial Planning, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU DFAE IBDU DFUS DFAI DFAS DUHP BSMV 20 stocks	$91.3 Million 97.82% of portfolio	17	2	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$787,015 0.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$582,606 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$251,835 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK 1 stocks	$208,340 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$202,557 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts

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