Essential-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  null,
  null,
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  "T",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  "HON",
  null,
  "META",
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "VHT",
  null,
  "VGSH",
  "IEMG",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  null,
  "RTX",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  "VIG",
  "TT",
  "HYPR",
  "AMZN",
  null,
  null,
  "ESGV",
  "VUG",
  "VEA",
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "WMT",
  null,
  null,
  null,
  "WDAY",
  null,
  null,
  null,
  "IXUS",
  null,
  "BRK-B",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "IJT",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 81
Total Value: 248176042
Accession Number: 0001085146-25-002778
Form Type: 13F-HR
CIK: essential-planning
Manager Name: Essential-Planning

Data Enrichment

52% identified

42 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $248.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921908844

VIG|921908844

Shares:3.1K

Value:$606.4K

% of Portfolio:0.2% ($606.4K/$248.2M)

46432F834

IXUS|46432F834

Shares:8.5K

Value:$596.1K

% of Portfolio:0.2% ($596.1K/$248.2M)

46436E619

Shares:13.0K

Value:$562.9K

% of Portfolio:0.2% ($562.9K/$248.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.6K

Value:$559.4K

% of Portfolio:0.2% ($559.4K/$248.2M)

922908363

VOO|922908363

Shares:1.1K

Value:$540.4K

% of Portfolio:0.2% ($540.4K/$248.2M)

92203J407

BNDX|92203J407

Shares:10.8K

Value:$526.7K

% of Portfolio:0.2% ($526.7K/$248.2M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.2K

Value:$509.1K

% of Portfolio:0.2% ($509.1K/$248.2M)

92206C102

VGSH|92206C102

Shares:7.5K

Value:$441.6K

% of Portfolio:0.2% ($441.6K/$248.2M)

46434G103

IEMG|46434G103

Shares:8.0K

Value:$432.1K

% of Portfolio:0.2% ($432.1K/$248.2M)

25434V732

Shares:15.8K

Value:$417.7K

% of Portfolio:0.2% ($417.7K/$248.2M)

Workday, Inc.

WDAY|98138H101

Shares:1.7K

Value:$408.4K

% of Portfolio:0.2% ($408.4K/$248.2M)

25434V401

Shares:6.6K

Value:$398.1K

% of Portfolio:0.2% ($398.1K/$248.2M)

921910691

VCEB|921910691

Shares:6.3K

Value:$396.0K

% of Portfolio:0.2% ($396.0K/$248.2M)

97717W562

Shares:7.8K

Value:$381.0K

% of Portfolio:0.2% ($381.0K/$248.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.8K

Value:$374.4K

% of Portfolio:0.2% ($374.4K/$248.2M)

921910733

ESGV|921910733

Shares:3.7K

Value:$363.1K

% of Portfolio:0.1% ($363.1K/$248.2M)

464288570

Shares:3.5K

Value:$359.4K

% of Portfolio:0.1% ($359.4K/$248.2M)

AMAZON COM INC

AMZN|023135106

Shares:1.9K

Value:$355.1K

% of Portfolio:0.1% ($355.1K/$248.2M)

25434V815

Shares:12.3K

Value:$347.3K

% of Portfolio:0.1% ($347.3K/$248.2M)

46137V357

RSP|46137V357

Shares:2.0K

Value:$346.5K

% of Portfolio:0.1% ($346.5K/$248.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VIGcusip921908844)	3.1K	QoQ -97.78% (-138.1K) YoY -13.97% (-508)	All Managers (Combined)	$606.4K	0.2% ($606.4K/$248.2M)	QoQ -97.84% (-$27.6M) YoY -2.05% (-$12.7K)
(IXUScusip46432F834)	8.5K	QoQ -98.73% (-664.9K) YoY +71.67% (+3.6K)	All Managers (Combined)	$596.1K	0.2% ($596.1K/$248.2M)	QoQ -98.72% (-$46.2M) YoY +84.57% (+$273.1K)
(cusip46436E619)✕	13.0K	QoQ -98.51% (-864.1K) YoY +13.20% (+1.5K)	All Managers (Combined)	$562.9K	0.2% ($562.9K/$248.2M)	QoQ -98.51% (-$37.3M) YoY +13.36% (+$66.4K)
Alphabet Inc.(GOOGLcusip02079K305)	3.6K	QoQ -97.62% (-148.7K) YoY +3.34% (+117)	All Managers (Combined)	$559.4K	0.2% ($559.4K/$248.2M)	QoQ -97.90% (-$26.1M) YoY +14.41% (+$70.5K)
(VOOcusip922908363)	1.1K	QoQ -98.56% (-72.1K) YoY -3.31% (-36)	All Managers (Combined)	$540.4K	0.2% ($540.4K/$248.2M)	QoQ -98.63% (-$39.1M) YoY +13.81% (-$65.6K)
(BNDXcusip92203J407)	10.8K	QoQ -98.25% (-609.1K) YoY +28.48% (+2.4K)	All Managers (Combined)	$526.7K	0.2% ($526.7K/$248.2M)	QoQ -98.30% (-$30.5M) YoY +27.06% (+$112.2K)
LOWES COMPANIES INC(LOWcusip548661107)	2.2K	QoQ -98.63% (-158.2K) YoY -15.02% (-386)	All Managers (Combined)	$509.1K	0.2% ($509.1K/$248.2M)	QoQ -98.81% (-$42.4M) YoY -10.94% (-$62.6K)
(VGSHcusip92206C102)	7.5K	QoQ -98.46% (-481.6K) YoY -13.82% (-1.2K)	All Managers (Combined)	$441.6K	0.2% ($441.6K/$248.2M)	QoQ -98.45% (-$28.1M) YoY -13.29% (-$67.7K)
(IEMGcusip46434G103)	8.0K	QoQ -95.77% (-181.4K) YoY NEW(+8.0K)	All Managers (Combined)	$432.1K	0.2% ($432.1K/$248.2M)	QoQ -95.86% (-$10.0M) YoY NEW(+$432.1K)
(cusip25434V732)✕	15.8K	QoQ -95.31% (-321.2K) YoY NEW(+15.8K)	All Managers (Combined)	$417.7K	0.2% ($417.7K/$248.2M)	QoQ -95.42% (-$8.7M) YoY NEW(+$417.7K)
Workday, Inc.(WDAYcusip98138H101)	1.7K	QoQ -98.44% (-110.7K) YoY +1.09% (-19)	All Managers (Combined)	$408.4K	0.2% ($408.4K/$248.2M)	QoQ -98.57% (-$28.3M) YoY -14.47% (-$69.1K)
(cusip25434V401)✕	6.6K	QoQ -98.77% (-529.1K) YoY -2.18% (-147)	All Managers (Combined)	$398.1K	0.2% ($398.1K/$248.2M)	QoQ -98.84% (-$33.9M) YoY +14.14% (-$49.3K)
(VCEBcusip921910691)	6.3K	QoQ -98.47% (-405.5K) YoY +33.72% (+1.6K)	All Managers (Combined)	$396.0K	0.2% ($396.0K/$248.2M)	QoQ -98.47% (-$25.6M) YoY +32.75% (+$97.7K)
(cusip97717W562)✕	7.8K	QoQ -98.54% (-529.0K) YoY -27.26% (-2.9K)	All Managers (Combined)	$381.0K	0.2% ($381.0K/$248.2M)	QoQ -98.70% (-$29.1M) YoY -28.69% (-$153.3K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.8K	QoQ -98.46% (-113.2K) YoY -0.84% (-15)	All Managers (Combined)	$374.4K	0.2% ($374.4K/$248.2M)	QoQ -98.52% (-$25.0M) YoY +0.12% (-$461)
(ESGVcusip921910733)	3.7K	QoQ -98.54% (-250.3K) YoY NEW(+3.7K)	All Managers (Combined)	$363.1K	0.1% ($363.1K/$248.2M)	QoQ -98.63% (-$26.3M) YoY NEW(+$363.1K)
(cusip464288570)✕	3.5K	QoQ -98.49% (-230.1K) YoY NEW(+3.5K)	All Managers (Combined)	$359.4K	0.1% ($359.4K/$248.2M)	QoQ -98.62% (-$25.7M) YoY NEW(+$359.4K)
AMAZON COM INC(AMZNcusip023135106)	1.9K	QoQ -91.82% (-21.0K) YoY NEW(+1.9K)	All Managers (Combined)	$355.1K	0.1% ($355.1K/$248.2M)	QoQ -92.38% (-$4.3M) YoY NEW(+$355.1K)
(cusip25434V815)✕	12.3K	QoQ -98.77% (-994.2K) YoY -2.57% (-326)	All Managers (Combined)	$347.3K	0.1% ($347.3K/$248.2M)	QoQ -98.90% (-$31.5M) YoY -5.81% (-$21.5K)
(RSPcusip46137V357)	2.0K	QoQ -50.00% (-2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$346.5K	0.1% ($346.5K/$248.2M)	QoQ -51.11% (-$362.3K) YoY NEW(+$346.5K)