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Essential Planning, Llc.

Q1 2023 Holdings

Filed 2023-05-09 | 52 holdings | $164.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Dimensional ETF Trust(DFAU)US CORE EQT MKT25434V104$31.6M1,100,31519.2%
Pimco ETF TR(BOND)ACTIVE BD ETF72201R775$44.5M480,49027.0%
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