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| Name: |
Essential Planning LLC. |
| City: |
PORTSMOUTH |
| State: |
NH |
| Zip: |
03801 |
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data |
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| Holdings
Found :
6 |
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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 |
|
VTI |
Vanguard Total Stock Market... |
4 |
- |
$261.93 |
$12,471,000 |
52,568 |
6.24% |
-3,000 |
-13 |
0.005 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
9 |
- |
$531.23 |
$5,071,000 |
10,617 |
2.54% |
-4,000 |
-9 |
0 |
Closed - End Fund - E... |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
14 |
- |
$255.17 |
$4,338,000 |
17,941 |
2.17% |
-7,000 |
-30 |
0.034 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
21 |
- |
$413.12 |
$1,246,000 |
3,494 |
0.62% |
-2,000 |
-6 |
0 |
Property & Casualty I... |
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LOW |
Lowes Companies Inc |
33 |
- |
$232.26 |
$572,000 |
2,569 |
0.29% |
-34,000 |
-156 |
0 |
Home Improvement Stores |
|
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VDC |
Vangaurd Cnsmr Staples VIPER |
54 |
- |
$209.07 |
$255,000 |
1,335 |
0.13% |
-3,000 |
-18 |
0.004 |
Closed - End Fund - E... |
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