Essential Planning, LLC.

Est. AUM

$314.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$52.7M	716173	16.77%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$51.1M	1132361	16.25%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$21.3M	66344	6.77%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$19.6M	503270	6.23%	SOLE
5	DIMENSIONAL ETF TRUST	SHORT DURATION F	$12.6M	263549	4.01%	SOLE
6	J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$11.9M	228857	3.80%	SOLE
7	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$11.1M	263376	3.54%	SOLE
8	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$9.8M	136334	3.12%	SOLE
9	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.2M	237349	2.93%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.2M	12568	2.60%	SOLE
11	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$8.2M	241138	2.60%	SOLE
12	VANGUARD BD INDEX FDS	SHORT TRM BOND	$8.2M	103945	2.59%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$6.0M	9181	1.91%	SOLE
14	VANGUARD MALVERN FDS	STRM INFPROIDX	$5.8M	117113	1.86%	SOLE
15	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.5M	119941	1.74%	SOLE
16	ISHARES TR	MBS ETF	$4.9M	51590	1.56%	SOLE
17	VANGUARD INDEX FDS	SML CP GRW ETF	$4.8M	15807	1.52%	SOLE
18	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.6M	72211	1.47%	SOLE
19	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.6M	130206	1.47%	SOLE
20	PIMCO ETF TR	ACTIVE BD ETF	$3.9M	42096	1.23%	SOLE
21	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$3.6M	134920	1.15%	SOLE
22	ISHARES TR	1 3 YR TREAS BD	$2.8M	34459	0.90%	SOLE
23	PIMCO ETF TR	ENHAN SHRT MA AC	$2.7M	27237	0.87%	SOLE
24	ELI LILLY & CO	COM	$2.6M	2839	0.83%	SOLE
25	ISHARES TR	IBONDS 28 TRM TS	$2.1M	92246	0.65%	SOLE
26	ISHARES INC	CORE MSCI EMKT	$2.0M	28263	0.63%	SOLE
27	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.0M	57009	0.63%	SOLE
28	MICROSOFT CORP	COM	$1.8M	4994	0.59%	SOLE
29	APPLE INC	COM	$1.8M	6910	0.56%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2774	0.42%	SOLE
31	ISHARES TR	IBONDS 26 TRM TS	$1.3M	55734	0.41%	SOLE
32	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$1.1M	23779	0.35%	SOLE
33	WALMART INC	COM	$1.1M	8661	0.34%	SOLE
34	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.1M	22757	0.34%	SOLE
35	PIMCO ETF TR	1-5 US TIP IDX	$1.1M	19698	0.34%	SOLE
36	ALPHABET INC	CAP STK CL A	$1.1M	3682	0.34%	SOLE
37	ISHARES TR	CORE UNIVRSL USD	$862K	18663	0.27%	SOLE
38	VANGUARD STAR FDS	VG TL INTL STK F	$783K	10146	0.25%	SOLE
39	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$735K	14491	0.23%	SOLE
40	WISDOMTREE TR	US LARGECAP FUND	$710K	10425	0.23%	SOLE
41	VANGUARD INDEX FDS	SM CP VAL ETF	$705K	3243	0.22%	SOLE
42	ISHARES TR	CORE MSCI TOTAL	$669K	7723	0.21%	SOLE
43	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$639K	13306	0.20%	SOLE
44	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$634K	12729	0.20%	SOLE
45	DIMENSIONAL ETF TRUST	INFLATION PROTE	$608K	14573	0.19%	SOLE
46	ISHARES TR	IBONDS 27 TRM TS	$578K	25759	0.18%	SOLE
47	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$574K	2667	0.18%	SOLE
48	ISHARES TR	ESG ADVANCED UNI	$567K	13026	0.18%	SOLE
49	VANGUARD INDEX FDS	S&P 500 ETF SHS	$551K	923	0.18%	SOLE
50	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$514K	9515	0.16%	SOLE

1–50 of 85

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.