SEC Form 13F

Envision Financial Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$307,304,601
Positions55

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$27,625,533607,288
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$27,114,598524,562
CAPITAL GROUP CONSERVATIVE ECGCVSHS$20,973,001639,031
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$19,848,160475,633
ISHARES TRGOVTUS TREAS BD ETF$19,310,142847,680
ISHARES TRIBDYIBONDS DEC 2033$18,999,618737,993
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$18,091,248449,919
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$16,495,252399,885
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$14,966,824438,588
ISHARES TRIBDWIBONDS DEC 2031$13,375,074641,798

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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