24 is the total number of securities Envision Financial Planning, LLC has owned. The longest Envision Financial Planning, LLC has owned a single stock is 1 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DFAU | DIMENSIONAL ETF TRUST | 1 | 1 | 12.74% | 12.74% | 12.74% | Q3 2023 | Q3 2023 | 1 |
| IBDU | ISHARES TR | 1 | 1 | 8.61% | 8.61% | 8.61% | Q3 2023 | Q3 2023 | 1 |
| IBDW | ISHARES TR | 1 | 1 | 8.48% | 8.48% | 8.48% | Q3 2023 | Q3 2023 | 1 |
| DFAE | DIMENSIONAL ETF TRUST | 1 | 1 | 8.19% | 8.19% | 8.19% | Q3 2023 | Q3 2023 | 1 |
| IBDS | ISHARES TR | 1 | 1 | 8.18% | 8.18% | 8.18% | Q3 2023 | Q3 2023 | 1 |
| DFUS | DIMENSIONAL ETF TRUST | 1 | 1 | 7.97% | 7.97% | 7.97% | Q3 2023 | Q3 2023 | 1 |
| DFAI | DIMENSIONAL ETF TRUST | 1 | 1 | 7.90% | 7.90% | 7.90% | Q3 2023 | Q3 2023 | 1 |
| ISHARES TR | 1 | 1 | 5.95% | 5.95% | 5.95% | Q3 2023 | Q3 2023 | 1 | |
| DFAS | DIMENSIONAL ETF TRUST | 1 | 1 | 3.92% | 3.92% | 3.92% | Q3 2023 | Q3 2023 | 1 |
| IBDQ | ISHARES TR | 1 | 1 | 3.89% | 3.89% | 3.89% | Q3 2023 | Q3 2023 | 1 |
| BSMU | INVESCO EXCH TRD SLF I... | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2023 | Q3 2023 | 1 |
| INVESCO EXCH TRD SLF I... | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2023 | Q3 2023 | 1 | |
| INVESCO EXCHNG TRAD SL... | 1 | 1 | 2.73% | 2.73% | 2.73% | Q3 2023 | Q3 2023 | 1 | |
| IBMQ | ISHARES TR | 1 | 1 | 2.67% | 2.67% | 2.67% | Q3 2023 | Q3 2023 | 1 |
| DIMENSIONAL ETF TRUST | 1 | 1 | 2.40% | 2.40% | 2.40% | Q3 2023 | Q3 2023 | 1 | |
| IBMP | ISHARES TR | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
| DIMENSIONAL ETF TRUST | 1 | 1 | 1.97% | 1.97% | 1.97% | Q3 2023 | Q3 2023 | 1 | |
| VOT | VANGUARD INDEX FDS | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2023 | Q3 2023 | 1 |
| DIMENSIONAL ETF TRUST | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 | |
| IBMN | ISHARES TR | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 |
| VTI | VANGUARD INDEX FDS | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
| DIMENSIONAL ETF TRUST | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 | |
| NUE | NUCOR CORP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
| AAPL | APPLE INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Envision Financial Planning, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Envision Financial Planning, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Envision Financial Planning, LLC owns currently or has owned in the past.