| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 12.7% |
| ISHARES TR | 1 | Q3 2023 | 8.6% |
| ISHARES TR | 1 | Q3 2023 | 8.5% |
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 8.2% |
| ISHARES TR | 1 | Q3 2023 | 8.2% |
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 8.0% |
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 7.9% |
| ISHARES TR | 1 | Q3 2023 | 5.9% |
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 3.9% |
| ISHARES TR | 1 | Q3 2023 | 3.9% |
View Envision Financial Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-03 |
View Envision Financial Planning, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.