account_balance
Investment manager · 13F filer · SEC CIK 1964460
Envision Financial Planning, LLC
Reported value$307Mas of Jun 30, 2026
Positions55 6 new, 2 sold out
Top 10 weight64.0%FBND alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FBNDFidelity Merrimack STR Tr
9.0%Added +8%
DFAUDimensional ETF Trust
8.8%
CGCVCapital Group Conservative E
6.8%
DUHPDimensional ETF Trust
6.5%Added +3%
GOVTiShares Tr
6.3%Trimmed −9%
IBDYiShares Tr
6.2%Trimmed −12%
DFAEDimensional ETF Trust
5.9%Trimmed −3%
DFAIDimensional ETF Trust
5.4%
DIHPDimensional ETF Trust
4.9%Added +2%
IBDWiShares Tr
4.4%
DFUSDimensional ETF Trust
4.1%
DFASDimensional ETF Trust
3.8%
FBNDFidelity Merrimack STR Tr
9.0%Added +8%
DFAUDimensional ETF Trust
8.8%
CGCVCapital Group Conservative E
6.8%
DUHPDimensional ETF Trust
6.5%
GOVTiShares Tr
6.3%
IBDYiShares Tr
6.2%−12%
DFAEDimensional ETF Trust
5.9%−3%
DFAIDimensional ETF Trust
5.4%
DIHPDimensional ETF Trust
4.9%
IBDW4.4%
DFUS4.1%
DFAS3.8%
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
FBND Fidelity Merrimack STR Tr 9.0% Added +8%
DFAU Dimensional ETF Trust 8.8% Held
CGCV Capital Group Conservative E 6.8% Held
DUHP Dimensional ETF Trust 6.5% Added +3%
GOVT iShares Tr 6.3% Trimmed −9%
IBDY iShares Tr 6.2% Trimmed −12%
DFAE Dimensional ETF Trust 5.9% Trimmed −3%
DFAI Dimensional ETF Trust 5.4% Held
DIHP Dimensional ETF Trust 4.9% Added +2%
IBDW iShares Tr 4.4% Held
DFUS Dimensional ETF Trust 4.1% Held
DFAS Dimensional ETF Trust 3.8% Held
What changed
Biggest moves since Mar 31, 2026
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