account_balance

Investment manager · 13F filer · SEC CIK 1949824

Essential Planning, LLC.

Reported value$365Mas of Sep 30, 2026
Positions88 3 new, 2 sold out
Top 10 weight67.3%DFAU alone is 15%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAU Dimensional ETF Trust 14.6% Trimmed −6%
BND Vanguard Bd Index FDS 12.4% Trimmed −4%
VTI Vanguard Index FDS 7.6% Added +5%
DFSD Dimensional ETF Trust 5.4% Added +26%
JPLD J P Morgan Exchange Traded F 5.4% Added +29%
DFAI Dimensional ETF Trust 5.4% Trimmed −3%
DCOR Dfa Invt Dimensions Group In 4.6% Added +25%
SPY SPDR S&P 500 ETF Trust 4.2% Added +30%
DFAC Dimensional ETF Trust 4.0% Added +19%
DFCF Dimensional ETF Trust 3.7% Added +11%
DFAE Dimensional ETF Trust 2.4% Trimmed −3%
FBND Fidelity Merrimack STR Tr 2.4% Added +25%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • VSS $521K
  • WBD $285K
  • XOM $225K
arrow_upwardAdded
  • SPY +30%
  • JPLD +29%
  • DFSD +26%
  • FBND +25%
arrow_downwardTrimmed
  • SHY −21%
  • BOND −8%
  • VMBS −8%
  • STPZ −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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