Essential Planning, LLC.
CIK: 0001949824SEC EDGAR →
Portfolio Value
$313.6T
Holdings
90
As of
Q4 2025
New Positions
90
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 3,513 | $0 | 0.00% |
| 2 | JPMORGAN CHASE & CO. | 1,399 | $0 | 0.00% |
| 3 | AMAZON COM INC | 2,013 | $0 | 0.00% |
| 4 | META PLATFORMS INC | 418 | $0 | 0.00% |
| 5 | VANGUARD SPECIALIZED FUNDS | 3,053 | $0 | 0.00% |
| 6 | DIMENSIONAL ETF TRUST | 8,962 | $0 | 0.00% |
| 7 | ISHARES TR | 18,663 | $0 | 0.00% |
| 8 | PIMCO ETF TR | 20,776 | $0 | 0.00% |
| 9 | ELI LILLY & CO | 9,724 | $0 | 0.00% |
| 10 | BROADCOM INC | 682 | $0 | 0.00% |
Quarterly Changes
New Positions (90)
$0 · 682 shares
$0 · 4K shares
$0 · 1K shares
$0 · 2K shares
$0 · 418 shares
$0 · 3K shares
$0 · 9K shares
$0 · 19K shares
$0 · 21K shares
$0 · 10K shares
$0 · 162K shares
$0 · 511K shares
$0 · 23K shares
$0 · 43K shares
$0 · 3K shares
$0 · 5K shares
$0 · 8K shares
$0 · 36K shares
$0 · 2K shares
$0 · 4K shares
$0 · 102K shares
$0 · 1K shares
$0 · 1K shares
$0 · 63K shares
$0 · 8K shares
$0 · 3K shares
$0 · 24K shares
$0 · 8K shares
$0 · 56K shares
$0 · 3K shares
$0 · 10K shares
$0 · 7K shares
$0 · 13K shares
$0 · 11K shares
$0 · 7K shares
$0 · 26K shares
$0 · 2K shares
$0 · 205K shares
$0 · 736K shares
$0 · 11K shares
$0 · 16K shares
$0 · 96K shares
$0 · 4K shares
$0 · 5K shares
$0 · 24K shares
$0 · 2K shares
$0 · 10K shares
$0 · 60K shares
$0 · 244K shares
$0 · 13K shares
$0 · 2K shares
$0 · 246K shares
$0 · 2K shares
$0 · 10K shares
$0 · 967 shares
$0 · 19K shares
$0 · 738 shares
$0 · 3K shares
$0 · 14K shares
$0 · 9K shares
$0 · 500 shares
$0 · 6K shares
$0 · 559 shares
$0 · 2K shares
$0 · 96K shares
$0 · 858 shares
$0 · 42K shares
$0 · 2K shares
$0 · 2K shares
$0 · 53K shares
$0 · 13K shares
$0 · 6K shares
$0 · 6K shares
$0 · 92K shares
$0 · 3K shares
$0 · 3K shares
$0 · 109K shares
$0 · 1.2M shares
$0 · 115K shares
$0 · 9K shares
$0 · 2K shares
$0 · 2K shares
$0 · 201K shares
$0 · 9K shares
$0 · 48K shares
$0 · 2K shares
$0 · 134K shares
$0 · 9K shares
$0 · 3K shares
$0 · 559 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 6 | $0 | 0.0% |
| Financial Services | 70 | $0 | 0.0% |
| Consumer Cyclical | 2 | $0 | 0.0% |
| Communication Services | 3 | $0 | 0.0% |
| Healthcare | 3 | $0 | 0.0% |
| Consumer Defensive | 2 | $0 | 0.0% |
| Industrials | 3 | $0 | 0.0% |
| Unknown | 1 | $0 | 0.0% |