Investor
Essential Planning, LLC.
CIK 0001949824 · filed 2026-01-15 · SEC filing
13F book
$313.6M
Positions
90
Largest name
17.4%
Dimensional Etf Trust
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 1.17M | $54.6M | 17.4% | — | Held |
| Vanguard Bd Index Fds | — | 736.3K | $54.5M | 17.4% | — | Held |
| Vanguard Index Fds | — | 63K | $21.1M | 6.7% | — | Held |
| Dimensional Etf Trust | — | 510.9K | $19.5M | 6.2% | — | Held |
| Dimensional Etf Trust | — | 246.1K | $10.5M | 3.3% | — | Held |
| Eli Lilly & Co | LLY | 9.72K | $10.4M | 3.3% | — | Held |
| Dimensional Etf Trust | — | 205.2K | $9.84M | 3.1% | — | Held |
| J P Morgan Exchange Traded F | — | 161.7K | $8.46M | 2.7% | — | Held |
| Dimensional Etf Trust | — | 244.1K | $7.95M | 2.5% | — | Held |
| Dimensional Etf Trust | — | 200.8K | $7.95M | 2.5% | — | Held |
| Vanguard Bd Index Fds | — | 95.9K | $7.56M | 2.4% | — | Held |
| Dimensional Etf Trust | — | 101.5K | $7.47M | 2.4% | — | Held |
| Spdr S&P 500 Etf Tr | — | 10.1K | $6.92M | 2.2% | — | Held |
| Ishares Tr | — | 9.35K | $6.41M | 2.0% | — | Held |
| Vanguard Malvern Fds | — | 115.4K | $5.71M | 1.8% | — | Held |
| Ishares Tr | — | 53.4K | $5.09M | 1.6% | — | Held |
| Vanguard Index Fds | — | 16.2K | $4.9M | 1.6% | — | Held |
| Fidelity Merrimack Str Tr | — | 91.6K | $4.22M | 1.3% | — | Held |
| Pimco Etf Tr | — | 43.1K | $4.02M | 1.3% | — | Held |
| Vanguard Tax-Managed Fds | — | 60.3K | $3.77M | 1.2% | — | Held |
| Dimensional Etf Trust | — | 108.9K | $3.75M | 1.2% | — | Held |
| Fidelity Covington Trust | — | 133.8K | $3.6M | 1.1% | — | Held |
| Ishares Tr | — | 36.1K | $2.99M | 1.0% | — | Held |
| Microsoft Corp | MSFT | 5.01K | $2.42M | 0.8% | — | Held |
| Ishares Tr | — | 95.6K | $2.14M | 0.7% | — | Held |
| Pimco Etf Tr | — | 19.2K | $1.92M | 0.6% | — | Held |
| Apple Inc. | AAPL | 6.91K | $1.88M | 0.6% | — | Held |
| Berkshire Hathaway Inc Del | — | 3.44K | $1.73M | 0.6% | — | Held |
| Ishares Inc | — | 23.8K | $1.6M | 0.5% | — | Held |
| Dimensional Etf Trust | — | 47.8K | $1.58M | 0.5% | — | Held |
| Ishares Tr | — | 56.1K | $1.28M | 0.4% | — | Held |
| Alphabet Inc | — | 3.68K | $1.15M | 0.4% | — | Held |
| Pimco Etf Tr | — | 20.8K | $1.11M | 0.4% | — | Held |
| Doubleline Etf Trust | — | 23.8K | $1.1M | 0.4% | — | Held |
| Vanguard Scottsdale Fds | — | 22.9K | $1.08M | 0.3% | — | Held |
| Walmart Inc. | WMT | 8.85K | $985.8K | 0.3% | — | Held |
| Ishares Tr | — | 18.7K | $868.6K | 0.3% | — | Held |
| Vanguard Star Fds | — | 11.2K | $845.7K | 0.3% | — | Held |
| Wisdomtree Tr | — | 10.4K | $738.6K | 0.2% | — | Held |
| Ishares Tr | — | 8.7K | $736.1K | 0.2% | — | Held |
| Vanguard Index Fds | — | 3.24K | $686.8K | 0.2% | — | Held |
| Vanguard Specialized Funds | — | 3.05K | $671.1K | 0.2% | — | Held |
| Vanguard Charlotte Fds | — | 13.3K | $643.6K | 0.2% | — | Held |
| Vanguard Index Fds | — | 967 | $606.3K | 0.2% | — | Held |
| Ishares Tr | — | 26.1K | $587.4K | 0.2% | — | Held |
| Ishares Tr | — | 13.3K | $584K | 0.2% | — | Held |
| Vanguard Intl Equity Index F | — | 9.78K | $525.5K | 0.2% | — | Held |
| Vanguard World Fd | — | 1.82K | $524.7K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 14.5K | $476.8K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 2.01K | $464.7K | 0.1% | — | Held |
| Dimensnl Ultrashrt Fixed | — | 9.17K | $464.4K | 0.1% | — | Held |
| Jpmorgan Chase & Co. | — | 1.4K | $450.8K | 0.1% | — | Held |
| Lowes Cos Inc | — | 1.83K | $442K | 0.1% | — | Held |
| Vanguard Scottsdale Fds | — | 7.53K | $441.9K | 0.1% | — | Held |
| Goldman Sachs Group Inc | — | 500 | $439.5K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 5.86K | $434.8K | 0.1% | — | Held |
| Wisdomtree Tr | — | 7.54K | $429.1K | 0.1% | — | Held |
| Ishares Tr | — | 3.32K | $427.2K | 0.1% | — | Held |
| Vanguard World Fd | — | 3.51K | $424.9K | 0.1% | — | Held |
| Vanguard Scottsdale Fds | — | 5.06K | $403.6K | 0.1% | — | Held |
| Vanguard World Fd | — | 6.33K | $403.1K | 0.1% | — | Held |
| Idexx Labs Inc | — | 559 | $378.2K | 0.1% | — | Held |
| Workday, Inc. | WDAY | 1.75K | $375.6K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.93K | $368.8K | 0.1% | — | Held |
| Vanguard Bd Index Fds | — | 7.33K | $365.3K | 0.1% | — | Held |
| Ishares Tr | — | 2.41K | $358.2K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 13.4K | $355.1K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.36K | $349.6K | 0.1% | — | Held |
| Honeywell Intl Inc | — | 1.77K | $344.9K | 0.1% | — | Held |
| Ishares Tr | — | 2.43K | $342.9K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 8.2K | $340.9K | 0.1% | — | Held |
| Nvidia Corp | NVDA | 1.82K | $340.2K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 1.76K | $338.2K | 0.1% | — | Held |
| RTX Corp | RTX | 1.75K | $320.4K | 0.1% | — | Held |
| Wisdomtree Tr | — | 3.75K | $318.2K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 8.96K | $293.3K | 0.1% | — | Held |
| Trane Technologies Plc | TT | 738 | $287.2K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 6.15K | $286.6K | 0.1% | — | Held |
| Ishares Tr | — | 2.83K | $282.4K | 0.1% | — | Held |
| Ishares Tr | — | 2.64K | $281.7K | 0.1% | — | Held |
| At&T Inc | — | 11.1K | $276.4K | 0.1% | — | Held |
| Meta Platforms, Inc. | META | 418 | $275.9K | 0.1% | — | Held |
| Vanguard Growth Etf | — | 559 | $272.9K | 0.1% | — | Held |
| Arista Networks, Inc. | ANET | 2K | $262.1K | 0.1% | — | Held |
| Vanguard World Fd | — | 1.17K | $248K | 0.1% | — | Held |
| Wells Fargo Co New | — | 2.6K | $241.9K | 0.1% | — | Held |
| Broadcom Inc. | AVGO | 682 | $236K | 0.1% | — | Held |
| Coca Cola Co | KO | 3.23K | $226.1K | 0.1% | — | Held |
| Capital One Finl Corp | — | 858 | $207.9K | 0.1% | — | Held |
| Hyperfine, Inc. | HYPR | 42.4K | $41.5K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.