Essential Planning, LLC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Portsmouth, NH
CIK
0001949824
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 64 198,142 BOND, DFAU, DFAI, VTI 13F-HR 2/13/2024 000108514624001179
Q3 2023 60 180,544 BOND, DFAU, DFAI, VTI 13F-HR 11/8/2023 000108514623004203
Q2 2023 58 175,361 BOND, DFAU, VTI, DFAI 13F-HR 8/10/2023 000108514623003225
Q1 2023 52 164,923 BOND, DFAU, DFAI, VTI 13F-HR 5/9/2023 000108514623002147
Q4 2022 43 130,370 BOND, DFAU, VTI, DFAI 13F-HR 2/14/2023 000108514623001194
Q3 2022 20 17,327 SHY, FREL, BOND, DFAU 13F-HR 11/9/2022 000108514622003866