Envision Financial Planning, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Memphis, TN
CIK
0001964460
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 31 130,926 DFAU, IBDY, IBDW, DFAE 13F-HR 7/30/2024 000108514624003363
Q1 2024 29 123,869 DFAU, IBDY, IBDW, DFAE 13F-HR 4/30/2024 000108514624002137
Q4 2023 30 114,175 ISHARES TR, DFAU, IBDU, DFUS 13F-HR 1/23/2024 000108514624000399
Q3 2023 24 101,001 ISHARES TR, DFAU, IBDU, DFAE 13F-HR 11/2/2023 000108514623004046