Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ESSENTIAL PLANNING LLC | 02-13-2024 | 12-31-2023 | 64 | 198,142,739 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | ACTIVE BD ETF | 1 | $46,923,836 | 507,560 | 0.02 | 0.03 | -14,524 | -2.78 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 2 | $39,143,210 | 1,177,240 | 0.02 | 0.02 | 939 | 0.08 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 3 | $13,169,700 | 459,837 | 0.01 | 0.01 | 4,884 | 1.07 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $12,473,719 | 52,581 | 0.01 | 0.01 | -1,061 | -1.98 | 12-31-2023 |
