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 DIHP DFUS 27 stocks	$162 Million 98.55% of portfolio	17	5	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$959,897 0.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$577,428 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$450,230 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$376,579 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare IBRX 1 stocks	$25,707 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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