Envision Financial Planning, LLC Top Holdings and 13F Report (2025) About Envision Financial Planning, LLCInvestment ActivityEnvision Financial Planning, LLC has $193.51 million in total holdings as of December 31, 2024.Envision Financial Planning, LLC owns shares of 46 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.41% of the portfolio was purchased this quarter.About 0.85% of the portfolio was sold this quarter.This quarter, Envision Financial Planning, LLC has purchased 36 new stocks and bought additional shares in 27 stocks.Envision Financial Planning, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $21,152,071iShares iBonds Dec 2033 Term Corporate ETF $15,920,469iShares U.S. Treasury Bond ETF $15,375,658Dimensional US High Profitability ETF $13,881,363iShares iBonds Dec 2031 Term Corporate ETF $13,867,769 Largest New Holdings this Quarter iShares iBonds Dec 2029 Term Muni Bond ETF $1,338,129 HoldingCapital Group Municipal Income ETF $1,032,544 HoldingInternational Paper $896,641 HoldingMicrosoft $269,339 HoldingAlphabet $251,031 Holding Largest Purchases this Quarter iShares iBonds Dec 2029 Term Muni Bond ETF 53,568 shares (about $1.34M)Capital Group Municipal Income ETF 38,356 shares (about $1.03M)International Paper 16,660 shares (about $896.64K)CAPITAL GROUP CONSERVATIVE E 27,775 shares (about $737.15K)Dimensional International Core Equity Market ETF 21,497 shares (about $627.71K) Largest Sales this Quarter iShares iBonds Dec 2028 Term Muni Bond ETF 40,710 shares (about $1.03M)Invesco BulletShares 2030 Municipal Bond ETF 14,941 shares (about $324.52K)Vanguard Short-Term Treasury Index ETF 3,102 shares (about $180.48K)Dimensional International Core Equity 2 ETF 1,559 shares (about $40.29K)Dimensional U.S. Equity ETF 559 shares (about $35.64K) 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$21,152,071$436,442 ▲2.1%522,40210.9%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$15,920,469$454,837 ▲2.9%634,2828.2%ETFGOVTiShares U.S. Treasury Bond ETF$15,375,658$567,675 ▲3.8%669,0897.9%ETFDUHPDimensional US High Profitability ETF$13,881,363$348,206 ▲2.6%410,8137.2%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$13,867,769$428,856 ▲3.2%681,4637.2%ETFDFAEDimensional Emerging Core Equity Market ETF$12,350,438$231,704 ▲1.9%486,8136.4%ETFDFAIDimensional International Core Equity Market ETF$11,532,050$627,713 ▲5.8%394,9336.0%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$11,049,679$266,988 ▲2.5%484,6355.7%ETFDFUSDimensional U.S. Equity ETF$10,506,889$35,636 ▼-0.3%164,8145.4%ETFDIHPDimensional International High Profitability ETF$9,670,213$323,096 ▲3.5%383,2825.0%ETFDFASDimensional U.S. Small Cap ETF$9,258,543$48,745 ▲0.5%142,2644.8%ETFAMERICAN CENTY ETF TR$6,127,746$72,398 ▲1.2%94,2883.2%AVANTIS US MID CBSMVInvesco BulletShares 2031 Municipal Bond ETF$4,323,833$98,664 ▲2.3%206,5852.2%ETFBSMWInvesco BulletShares 2032 Municipal Bond ETF$4,202,421$83,223 ▲2.0%167,4942.2%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$3,899,176$324,519 ▼-7.7%179,5202.0%ManufacturingFBNDFidelity Total Bond ETF$3,693,455$168,665 ▲4.8%82,3151.9%ETFINVESCO EXCH TRD SLF IDX FD$3,291,807$68,508 ▲2.1%127,8121.7%INVESCO BULLETSHDFLVDimensional US Large Cap Value ETF$2,887,106$7,087 ▼-0.2%96,1411.5%ETFXLVHealth Care Select Sector SPDR Fund$2,670,311$320,118 ▲13.6%19,4111.4%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$2,372,005$1,025,077 ▼-30.2%94,2021.2%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,840,182$35,498 ▲2.0%73,1971.0%ETFVOTVanguard Mid-Cap Growth ETF$1,706,489$2,538 ▼-0.1%6,7250.9%ETFCAPITAL GROUP CONSERVATIVE E$1,515,805$737,148 ▲94.7%57,1140.8%SHSIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$1,338,129$1,338,129 ▲New Holding53,5680.7%ETFCGMUCapital Group Municipal Income ETF$1,032,544$1,032,544 ▲New Holding38,3560.5%ETFIPInternational Paper$896,641$896,641 ▲New Holding16,6600.5%Basic MaterialsVGSHVanguard Short-Term Treasury Index ETF$887,434$180,477 ▼-16.9%15,2530.5%ETFVTIVanguard Total Stock Market ETF$887,108$34,487 ▲4.0%3,0610.5%ETFDFICDimensional International Core Equity 2 ETF$673,056$40,292 ▼-5.6%26,0420.3%ETFBSVVanguard Short-Term Bond ETF$446,018$241,554 ▲118.1%5,7720.2%ETFDFSUDimensional US Sustainability Core 1 ETF$422,049$10,422 ▲2.5%11,1360.2%ETFNUENucor$399,148$23,342 ▼-5.5%3,4200.2%Basic MaterialsAAPLApple$384,645$85,143 ▲28.4%1,5360.2%Computer and TechnologyCGDVCapital Group Dividend Value ETF$340,923$1,516 ▲0.4%9,6690.2%ETFDFNMDimensional National Municipal Bond ETF$317,297$32,867 ▲11.6%6,6420.2%ETFIAUiShares Gold Trust$273,790$16,734 ▲6.5%5,5300.1%FinanceMSFTMicrosoft$269,339$269,339 ▲New Holding6390.1%Computer and TechnologyGOOGLAlphabet$251,031$251,031 ▲New Holding1,3260.1%Computer and TechnologyFHNFirst Horizon$244,036$244,036 ▲New Holding12,1170.1%FinanceDFSIDimensional International Sustainability Core 1 ETF$232,533$7,818 ▲3.5%7,0790.1%ETFVOVanguard Mid-Cap ETF$222,397$792 ▼-0.4%8420.1%ETFDIMENSIONAL ETF TRUST$219,263$7,246 ▲3.4%3,5100.1%WORLD EQUITY ETFWMTWalmart$213,136$213,136 ▲New Holding2,3590.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$202,198$202,198 ▲New Holding3450.1%FinanceIVViShares Core S&P 500 ETF$201,329$201,329 ▲New Holding3420.1%ETFPSECProspect Capital$56,026$56,026 ▲New Holding12,9990.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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