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| Name: |
Envision Financial Planning LLC |
| City: |
MEMPHIS |
| State: |
TN |
| Zip: |
38137 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFUS |
Dimensional U S Equity Etf |
3 |
- |
$57.78 |
$9,603,000 |
168,531 |
7.77% |
819,000 |
-945 |
0.019 |
N/A |
|
|
IBMP |
Ishares Ibonds Dec 2027 Ter... |
15 |
- |
$0.00 |
$1,627,000 |
64,650 |
1.32% |
-681,000 |
-26,162 |
0.072 |
N/A |
|
|
VOT |
Van Kampen Municipal Opport... |
16 |
- |
$234.33 |
$1,605,000 |
6,805 |
1.3% |
-118,000 |
-1,042 |
0.014 |
Closed - End Fund - Debt |
|
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CGDV |
Capital Group Dividend Valu... |
20 |
- |
$0.00 |
$311,000 |
9,559 |
0.25% |
-2,000 |
-934 |
0.001 |
N/A |
|
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AAPL |
Apple Inc |
23 |
- |
$192.35 |
$220,000 |
1,281 |
0.18% |
-55,000 |
-149 |
0 |
Personal Computers |
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