Envision Financial Planning, LLC

Est. AUM

$276.4M

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	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$25.6M	560272	9.25%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$23.6M	523955	8.55%	SOLE
3	ISHARES TR	IBONDS DEC 2033	$21.7M	838607	7.84%	SOLE
4	ISHARES TR	US TREAS BD ETF	$21.3M	927889	7.69%	SOLE
5	CAPITAL GROUP CONSERVATIVE E	SHS	$18.7M	628948	6.78%	SOLE
6	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$17.0M	461427	6.14%	SOLE
7	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$15.7M	464671	5.69%	SOLE
8	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$15.6M	399338	5.63%	SOLE
9	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$13.8M	429029	5.00%	SOLE
10	ISHARES TR	IBONDS DEC 2031	$13.4M	639767	4.84%	SOLE
11	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$10.9M	153828	3.95%	SOLE
12	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$10.3M	144622	3.72%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS US MID C	$10.2M	141457	3.70%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET HEA	$8.3M	56649	3.00%	SOLE
15	ISHARES TR	IBONDS DEC 29	$7.1M	303396	2.55%	SOLE
16	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$6.6M	242502	2.38%	SOLE
17	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$3.4M	95430	1.23%	SOLE
18	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$2.8M	112884	1.02%	SOLE
19	INVESCO EXCH TRD SLF IDX FD	BULLETSHARE 2034	$2.8M	114993	1.01%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$2.6M	101913	0.94%	SOLE
21	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$2.3M	110258	0.83%	SOLE
22	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$2.1M	59260	0.76%	SOLE
23	INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$1.8M	80344	0.63%	SOLE
24	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$1.6M	22324	0.60%	SOLE
25	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.6M	6350	0.59%	SOLE
26	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$1.6M	13773	0.57%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$1.1M	3984	0.41%	SOLE
28	ISHARES TR	IBONDS DEC 28	$1.1M	44793	0.41%	SOLE
29	ISHARES TR	IBONDS DEC 2029	$1.1M	44529	0.41%	SOLE
30	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$1.0M	29651	0.36%	SOLE
31	VANGUARD INDEX FDS	TOTAL STK MKT	$936K	2918	0.34%	SOLE
32	VANGUARD INDEX FDS	SM CP VAL ETF	$864K	3977	0.31%	SOLE
33	TESLA INC	COM	$860K	2313	0.31%	SOLE
34	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$760K	18493	0.27%	SOLE
35	NUCOR CORP	COM	$725K	4284	0.26%	SOLE
36	VANGUARD INDEX FDS	VALUE ETF	$682K	3476	0.25%	SOLE
37	ISHARES TR	IBONDS DEC 27	$591K	23248	0.21%	SOLE
38	ISHARES GOLD TR	ISHARES NEW	$500K	5667	0.18%	SOLE
39	APPLE INC	COM	$484K	1907	0.18%	SOLE
40	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$416K	9787	0.15%	SOLE
41	DIMENSIONAL ETF TRUST	INTERNATIONAL	$416K	9813	0.15%	SOLE
42	VANGUARD BD INDEX FDS	SHORT TRM BOND	$363K	4631	0.13%	SOLE
43	ISHARES TR	MSCI USA QLT FCT	$354K	1844	0.13%	SOLE
44	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$282K	5884	0.10%	SOLE
45	MICROSOFT CORP	COM	$266K	718	0.10%	SOLE
46	WALMART INC	COM	$221K	1776	0.08%	SOLE
47	ALPHABET INC	CAP STK CL A	$217K	753	0.08%	SOLE
48	FEDEX CORP	COM	$216K	605	0.08%	SOLE
49	MERCK & CO INC	COM	$207K	1723	0.07%	SOLE
50	ISHARES TR	MSCI EAFE ETF	$206K	2124	0.07%	SOLE

1–50 of 51

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