Essential Planning, LLC.
- SEC CIK
- 0001949824
- 最新申報
- 2026/8/3
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/9 申報。只含多頭部位。
- 持股檔數
- 20
- 2022 年第 2 季沒有申報
- 總值
- $1,733 萬
- 2022 年第 2 季沒有申報
Essential Planning, LLC. 沒有申報 2022 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287457 | 1 3 YR TREAS BD | 80,736 | $655.5 萬 | 37.8% | – | – | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 93,777 | $224.3 萬 | 12.9% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 12,562 | $112.6 萬 | 6.5% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 36,810 | $92.6 萬 | 5.3% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 20,757 | $81.3 萬 | 4.7% | – | – | – |
| NUVNuveen Municipal Value Fund Inc | COM | 91,376 | $77.3 萬 | 4.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,203 | $74.6 萬 | 4.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 4,031 | $55.7 萬 | 3.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,926 | $38.0 萬 | 2.2% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 16,812 | $37.5 萬 | 2.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,400 | $37.4 萬 | 2.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,203 | $35.8 萬 | 2.1% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 7,163 | $34.4 萬 | 2.0% | – | – | – |
| HONHoneywell International Inc | COM | 1,768 | $29.5 萬 | 1.7% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 14,867 | $28.1 萬 | 1.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,828 | $24.7 萬 | 1.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,362 | $24.4 萬 | 1.4% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 11,171 | $24.1 萬 | 1.4% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 802 | $23.5 萬 | 1.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,240 | $21.4 萬 | 1.2% | – | – | 歷史 |