Envision Financial Planning, LLC Top Holdings and 13F Report (2024) → Tech GIANT’s Plans to Revolutionize Crypto… (From Crypto 101 Media) (Ad) About Envision Financial Planning, LLCInvestment ActivityEnvision Financial Planning, LLC has $123.87 million in total holdings as of March 31, 2024.Envision Financial Planning, LLC owns shares of 29 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.16% of the portfolio was purchased this quarter.About 4.24% of the portfolio was sold this quarter.This quarter, Envision Financial Planning, LLC has purchased 30 new stocks and bought additional shares in 20 stocks.Envision Financial Planning, LLC sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $15,744,686iShares iBonds Dec 2033 Term Corporate ETF $14,655,154iShares iBonds Dec 2031 Term Corporate ETF $12,344,089Dimensional Emerging Core Equity Market ETF $10,085,740iShares iBonds Dec 2029 Term Corporate ETF $10,044,258 Largest New Holdings this Quarter INVESCO EXCHNG TRAD SLF INDE $2,741,248 HoldingMerck & Co., Inc. $221,938 HoldingMicrosoft $213,273 Holding Largest Purchases this Quarter INVESCO EXCHNG TRAD SLF INDE 104,468 shares (about $2.74M)Dimensional Emerging Core Equity Market ETF 55,502 shares (about $1.37M)iShares iBonds Dec 2033 Term Corporate ETF 38,792 shares (about $988.42K)iShares iBonds Dec 2031 Term Corporate ETF 45,034 shares (about $922.75K)Dimensional International High Profitability ETF 23,572 shares (about $635.03K) Largest Sales this Quarter iShares iBonds Dec 2027 Term Muni Bond ETF 26,162 shares (about $658.50K)Vanguard Mid-Cap Growth ETF 1,042 shares (about $245.69K)Dimensional U.S. Equity ETF 945 shares (about $53.85K)Capital Group Dividend Value ETF 934 shares (about $30.35K)Apple 149 shares (about $25.54K) 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$15,744,686$375,777 ▲2.4%430,88912.7%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$14,655,154$988,420 ▲7.2%575,16311.8%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$12,344,089$922,746 ▲8.1%602,44510.0%ETFDFAEDimensional Emerging Core Equity Market ETF$10,085,740$1,372,010 ▲15.7%407,9998.1%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$10,044,258$626,408 ▲6.7%440,1528.1%ETFDFUSDimensional U.S. Equity ETF$9,602,914$53,846 ▼-0.6%168,5317.8%ETFDFAIDimensional International Core Equity Market ETF$9,423,693$351,701 ▲3.9%311,8367.6%ETFDFASDimensional U.S. Small Cap ETF$5,359,362$370,237 ▲7.4%85,9704.3%ETFDUHPDimensional US High Profitability ETF$4,170,342$564,618 ▲15.7%131,9313.4%ETFBSMVInvesco BulletShares 2031 Municipal Bond ETF$3,920,519$340,618 ▲9.5%183,9763.2%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$3,919,333$314,812 ▲8.7%177,1853.2%ManufacturingBSMWInvesco BulletShares 2032 Municipal Bond ETF$3,695,609$381,372 ▲11.5%144,8413.0%ETFDIHPDimensional International High Profitability ETF$3,450,461$635,032 ▲22.6%128,0792.8%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$3,191,103$296,165 ▲10.2%126,2802.6%ETFINVESCO EXCHNG TRAD SLF INDE$2,741,248$2,741,248 ▲New Holding104,4682.2%INVESCO BULLETSHXLVHealth Care Select Sector SPDR Fund$2,315,843$55,843 ▲2.5%15,6761.9%ETFDFLVDimensional US Large Cap Value ETF$2,260,864$352,084 ▲18.4%75,3871.8%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,627,237$658,496 ▼-28.8%64,6501.3%ETFVOTVanguard Mid-Cap Growth ETF$1,604,520$245,688 ▼-13.3%6,8051.3%ETFVTIVanguard Total Stock Market ETF$764,627$2,599 ▲0.3%2,9420.6%ETFNUENucor$627,643$105,267 ▲20.2%3,1720.5%Basic MaterialsDFICDimensional International Core Equity 2 ETF$593,362$79,259 ▲15.4%22,1820.5%ETFCGDVCapital Group Dividend Value ETF$310,656$30,354 ▼-8.9%9,5590.3%ETFDFNMDimensional National Municipal Bond ETF$282,250$27,941 ▲11.0%5,8690.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$261,039$6,616 ▲2.6%10,9680.2%ETFMRKMerck & Co., Inc.$221,938$221,938 ▲New Holding1,6820.2%MedicalAAPLApple$219,591$25,542 ▼-10.4%1,2810.2%Computer and TechnologyIAUiShares Gold Trust$218,1160.0%5,1920.2%FinanceMSFTMicrosoft$213,273$213,273 ▲New Holding5070.2%Computer and TechnologyMUBiShares National Muni Bond ETF$0$2,017,355 ▼-100.0%00.0%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$0$1,460,223 ▼-100.0%00.0%ETFDFEVDimensional Emerging Markets Value ETF$0$539,911 ▼-100.0%00.0%ETFDEHPDimensional Emerging Markets High Profitability ETF$0$219,423 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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