Long-term investor
Essential Planning, Llc. @essentialplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001949824).
Record
- Tracked since 2025-06-30 (445 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +5.5% · all +5.5%
- Max drawdown n/a · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 15.7% · long · since 2025-12-31
- BND · 14.0% · long · since 2025-12-31
- VTI · 7.4% · long · since 2025-12-31
- DFAI · 5.7% · long · since 2025-12-31
- DFSD · 4.6% · long · since 2025-12-31
- JPLD · 4.4% · long · since 2025-12-31
- DCOR · 3.8% · long · since 2025-12-31
- DFCF · 3.6% · long · since 2025-12-31
- DFAC · 3.5% · long · since 2025-12-31
- SPY · 3.3% · long · since 2025-12-31
- DFAE · 2.6% · long · since 2025-12-31
- BSV · 2.4% · long · since 2025-12-31