Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVISION FINANCIAL PLANNING LLC | 04-30-2024 | 03-31-2024 | 29 | 123,869,470 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 1 | $15,744,686 | 430,889 | 0.01 | 0.01 | 10,284 | 2.45 | 03-31-2024 |
| ISHARES TR | IBONDS DEC 2033 | 2 | $14,655,154 | 575,163 | 0.01 | 0.01 | 38,792 | 7.23 | 03-31-2024 |
| ISHARES TR | IBONDS DEC 2031 | 3 | $12,344,089 | 602,445 | 0.01 | 0.01 | 45,034 | 8.08 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 4 | $10,085,740 | 407,999 | 0.01 | 0.01 | 55,502 | 15.75 | 03-31-2024 |
