Envision Financial Planning, LLC Top Holdings and 13F Report (2025) About Envision Financial Planning, LLCInvestment ActivityEnvision Financial Planning, LLC has $213.86 million in total holdings as of June 30, 2025.Envision Financial Planning, LLC owns shares of 49 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 10.19% of the portfolio was purchased this quarter.About 6.69% of the portfolio was sold this quarter.This quarter, Envision Financial Planning, LLC has purchased 41 new stocks and bought additional shares in 20 stocks.Envision Financial Planning, LLC sold shares of 20 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $20,885,609iShares iBonds Dec 2033 Term Corporate ETF $17,553,140iShares U.S. Treasury Bond ETF $16,473,794iShares iBonds Dec 2031 Term Corporate ETF $15,229,240Dimensional US High Profitability ETF $14,437,823 Largest New Holdings this Quarter 922907746 - Vanguard Tax-Exempt Bond ETF $7,841,466 Holding464288414 - iShares National Muni Bond ETF $2,709,375 Holding25434V757 - Dimensional Emerging Markets High Profitability ETF $830,233 Holding922908611 - Vanguard Small-Cap Value ETF $775,555 Holding922908744 - Vanguard Value ETF $614,348 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 159,932 shares (about $7.84M)iShares National Muni Bond ETF 25,932 shares (about $2.71M)Capital Group Municipal Income ETF 78,862 shares (about $2.10M)Dimensional International Core Equity 2 ETF 29,138 shares (about $905.91K)Vanguard Mid-Cap ETF 3,139 shares (about $878.52K) Largest Sales this Quarter Invesco BulletShares 2031 Municipal Bond ETF 160,162 shares (about $3.30M)Invesco BulletShares 2032 Municipal Bond ETF 114,894 shares (about $2.81M)Invesco BulletShares 2030 Municipal Bond ETF 113,316 shares (about $2.44M)INVESCO EXCH TRD SLF IDX FD 81,707 shares (about $2.05M)Dimensional Emerging Core Equity Market ETF 30,373 shares (about $879.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEnvision Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$20,885,609$69,936 ▼-0.3%493,0509.8%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$17,553,140$697,493 ▲4.1%677,5968.2%ETFGOVTiShares U.S. Treasury Bond ETF$16,473,794$627,147 ▲4.0%716,8757.7%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$15,229,240$544,031 ▲3.7%723,8237.1%ETFDUHPDimensional US High Profitability ETF$14,437,823$103,480 ▼-0.7%406,0136.8%ETFDFAIDimensional International Core Equity Market ETF$13,658,221$156,637 ▼-1.1%395,0886.4%ETFDFAEDimensional Emerging Core Equity Market ETF$13,641,406$879,300 ▼-6.1%471,2056.4%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$11,945,185$365,885 ▲3.2%512,0095.6%ETFDIHPDimensional International High Profitability ETF$11,502,316$270,453 ▼-2.3%390,0415.4%ETFDFUSDimensional U.S. Equity ETF$10,431,026$100,128 ▼-1.0%155,6404.9%ETFDFASDimensional U.S. Small Cap ETF$8,568,629$742,605 ▼-8.0%134,4944.0%ETFAMERICAN CENTY ETF TR$8,210,944$594,983 ▼-6.8%124,0513.8%AVANTIS US MID CVTEBVanguard Tax-Exempt Bond ETF$7,841,466$7,841,466 ▲New Holding159,9323.7%ETFFBNDFidelity Total Bond ETF$4,207,163$281,914 ▲7.2%91,9592.0%ETFCGMUCapital Group Municipal Income ETF$3,174,686$2,104,838 ▲196.7%118,9461.5%ETFCAPITAL GROUP CONSERVATIVE E$2,995,699$619,080 ▲26.0%104,7441.4%SHSXLVHealth Care Select Sector SPDR Fund$2,795,309$267,696 ▲10.6%20,7381.3%ETFMUBiShares National Muni Bond ETF$2,709,375$2,709,375 ▲New Holding25,9321.3%ETFDFLVDimensional US Large Cap Value ETF$2,676,531$360,266 ▼-11.9%86,2841.3%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$2,146,711$137,597 ▼-6.0%84,4821.0%ETFDFICDimensional International Core Equity 2 ETF$1,869,397$905,909 ▲94.0%60,1280.9%ETFVOTVanguard Mid-Cap Growth ETF$1,807,265$284 ▼0.0%6,3540.8%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,630,886$179,074 ▼-9.9%64,3340.8%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$1,452,133$2,436,297 ▼-62.7%67,5410.7%ManufacturingIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$1,372,663$21,143 ▲1.6%54,4060.6%ETFBSMWInvesco BulletShares 2032 Municipal Bond ETF$1,351,340$2,812,646 ▼-67.5%55,2010.6%ETFINVESCO EXCH TRD SLF IDX FD$1,169,475$2,048,411 ▼-63.7%46,6480.5%INVESCO BULLETSHVOVanguard Mid-Cap ETF$1,114,449$878,517 ▲372.4%3,9820.5%ETFBSMVInvesco BulletShares 2031 Municipal Bond ETF$1,046,338$3,302,595 ▼-75.9%50,7430.5%ETFBSVVanguard Short-Term Bond ETF$1,042,970$307,649 ▲41.8%13,2520.5%ETFIVOOVanguard S&P Mid-Cap 400 ETF$976,897$94,803 ▲10.7%9,3050.5%ETFVTIVanguard Total Stock Market ETF$888,9950.0%2,9250.4%ETFDEHPDimensional Emerging Markets High Profitability ETF$830,233$830,233 ▲New Holding29,6510.4%ETFVBRVanguard Small-Cap Value ETF$775,555$775,555 ▲New Holding3,9770.4%ETFDIMENSIONAL ETF TRUST$623,994$348,154 ▲126.2%9,3020.3%WORLD EQUITY ETFVTVVanguard Value ETF$614,348$614,348 ▲New Holding3,4760.3%ETFNUENucor$553,610$68,926 ▲14.2%4,2730.3%Basic MaterialsINVESCO EXCH TRD SLF IDX FD$448,711$239,866 ▲114.9%18,9200.2%BULLETSHARE 2034DFSUDimensional US Sustainability Core 1 ETF$430,090$1,060 ▲0.2%10,9570.2%ETFCGDVCapital Group Dividend Value ETF$382,976$1,145 ▲0.3%9,6980.2%ETFMSFTMicrosoft$368,103$19,400 ▲5.6%7400.2%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$341,552$61,878 ▲22.1%8,6660.2%ETFQUALiShares MSCI USA Quality Factor ETF$337,120$337,120 ▲New Holding1,8440.2%ETFAAPLApple$310,663$25,854 ▼-7.7%1,5140.1%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$309,538$5,265 ▼-1.7%6,5260.1%ETFIAUiShares Gold Trust$288,852$55,999 ▼-16.2%4,6320.1%FinanceVGSHVanguard Short-Term Treasury ETF$204,021$17,286 ▼-7.8%3,4700.1%ETFIVViShares Core S&P 500 ETF$201,172$201,172 ▲New Holding3240.1%ETFIBRXImmunityBio$27,588$27,588 ▲New Holding10,4500.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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