Titelia

Holdings of Essential Planning, LLC.

68 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 68.9 % of the equity sleeve

Sector breakdown

  • Funds 7.4 %
  • Technology 2.0 %
  • Health care 1.3 %
  • Financials 1.0 %
  • Communication 0.7 %
  • Consumer staples 0.5 %
  • Industrials 0.3 %
  • Consumer discretionary 0.2 %
  • Energy 0.1 %
  • Unattributed 86.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US68227M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Bond Market ETF 716,17352.7M $
2Vanguard Total Stock Market ETF 66,34421.3M $
3Dimensional ETF Trust 503,27019.6M $
4JPMorgan Limited Duration Bond ETF 228,85711.9M $
5Dimensional ETF Trust 263,37611.1M $
6Dimensional ETF Trust 237,3499.2M $
7State Street SPDR S&P 500 ETF Trust 12,5688.2M $
8Dimensional ETF Trust 241,1388.2M $
9Vanguard Short-term Bond Etf 103,9458.2M $
10iShares Core S&P 500 ETF 9,1816M $
11Vanguard Malvern Funds 117,1135.8M $
12Fidelity Total Bond ETF 119,9415.5M $
13iShares MBS ETF 51,5904.9M $
14Vanguard Index Funds 15,8074.8M $
15Vanguard FTSE Developed Markets ETF 72,2114.6M $
16Dimensional International Core 130,2064.6M $
17PIMCO ETF Trust 42,0963.9M $
18iShares Trust 34,4592.8M $
19PIMCO Enhanced Short Maturity 27,2372.7M $
20Eli Lilly & Co 2,8392.6M $
21iShares Core MSCI Emerging Markets ETF 28,2632M $
22Microsoft Corp 4,9941.8M $
23Apple Inc 6,9101.8M $
24Berkshire Hathaway Inc 2,7741.3M $
25iShares Trust 55,7341.3M $
26Walmart Inc 8,6611.1M $
27Vanguard Scottsdale Funds 22,7571.1M $
28Alphabet Inc 3,6821.1M $
29iShares Trust 18,663862K $
30Vanguard Total International S 10,146782.6K $
31Wisdomtree Trust 10,425710K $
32Vanguard Index Funds 3,243704.5K $
33iShares Core MSCI Total International Stock ETF 7,723669.1K $
34Vanguard Charlotte Funds 13,306639.4K $
35Vanguard Ultra Short Bond ETF 12,729633.8K $
36Dimensional Inflation-Protecte 14,573608K $
37iShares Trust 25,759577.8K $
38VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,667573.7K $
39Vanguard S&P 500 ETF 923551.4K $
40Vanguard International Equity Index Funds 9,515514.3K $
41Vanguard World Fund 1,818495.1K $
42Vanguard Scottsdale Funds 7,525440.5K $
43Goldman Sachs Group Inc/The 500423K $
44Amazon.com Inc 2,013419.3K $
45Dimensional ETF Trust 5,853415K $
46JPMorgan Chase & Co 1,399411.5K $
47iShares ESG MSCI KLD 400 ETF 3,317402K $
48Honeywell International Inc 1,768399.6K $
49VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 4,846384.1K $
50Vanguard Value ETF 1,931378.9K $
51Vanguard Small-Cap ETF 1,349353.3K $
52iShares S&P Small-Cap 600 Growth ETF 2,425350.9K $
53RTX Corp 1,804348K $
54Invesco S&P 500 Equal Weight ETF 1,765338.8K $
55WisdomTree Trust 3,750323.8K $
56NVIDIA Corp 1,819317.2K $
57IDEXX Laboratories Inc 559314.1K $
58AT&T Inc 10,354300.2K $
59DFA Dimensional US Marketwide Value ETF 6,175299.2K $
60Exxon Mobil Corp 1,608272.8K $
61iShares Short-Term National Muni Bond ETF 2,546271.1K $
62Vanguard World Fund 1,174263.7K $
63Arista Networks Inc 2,000245.6K $
64Meta Platforms Inc 418239.2K $
65Workday Inc 1,749227.2K $
66Lam Research Corp 1,020217.9K $
67Wells Fargo & Co 2,596206.7K $
68Hyperfine Inc 42,39845.8K $