Envision Financial Planning, LLC

RIA/Wealth

Envision Financial Planning, LLC is a RIA/Wealth based in Cuyahoga Falls, OH led by Stacey Stephenson Hyde, reporting $391.0M in AUM as of Q3 2025 with 97% ETF concentration and 71% concentrated in top 10 holdings.

PresidentStacey Stephenson Hyde

Portfolio Value: $233.2M
Positions: 44
Top Holding: DFAU at 10.02%
Last Reported: Q3 2025

Address122 Broad Blvd., Cuyahoga Falls, OH, 44221, United States

Top Holdings

Largest long holdings in Envision Financial Planning, LLC's portfolio (71% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional US Core Equity Market DFAU	ETF ETF	$23.4M	10.02%	+$816.5K Bought	— 510.9K shares	Q3 2023 Held for 2y 2m
2 IBDY iShares iBonds Dec 2033 Term Corporate ETF IBDY	ETF ETF	$20.7M	8.86%	+$2.9M Bought	— 788.1K shares	Q3 2023 Held for 2y 2m
3 iShares U.S. Treasury Bond GOVT	ETF ETF	$19.7M	8.45%	+$3.1M Bought	— 852.3K shares	Q3 2024 Held for 1y 2m
4 iShares iBonds Dec 2031 Term Corporate IBDW	ETF ETF	$18.0M	7.70%	+$2.6M Bought	— 845.9K shares	Q3 2023 Held for 2y 2m
5 Dimensional US High Profitability DUHP	ETF ETF	$16.3M	6.99%	+$969.0K Bought	— 431.7K shares	Q3 2023 Held for 2y 2m
6 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$15.0M	6.44%	+$159.1K Bought	— 476.3K shares	Q3 2023 Held for 2y 2m
7 Dimensional International Core Equity Market DFAI	ETF ETF	$14.7M	6.31%	+$357.4K Bought	— 404.9K shares	Q3 2023 Held for 2y 2m
8 IBDU iShares iBonds Dec 2029 Term Corporate ETF IBDU	ETF ETF	$13.9M	5.96%	+$1.9M Bought	— 592.1K shares	Q3 2023 Held for 2y 2m
9 Dimensional International High Profitability DIHP	ETF ETF	$12.6M	5.40%	+$741.0K Bought	— 414.4K shares	Q3 2023 Held for 2y 2m
10 Dimensional U.S. Equity DFUS	ETF ETF	$11.4M	4.89%	+$120.0K Bought	— 157.3K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Envision Financial Planning, LLC's latest filing

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Market Value

$233.2M

Prior: $213.4M

Q/Q Change

+9.28%

+$19.8M

Net Flows % of MV

+4.74%

Turnover Ratio

8.08%

New Purchases

0 stocks

Added To

29 stocks

+$24.4M

Sold Out Of

4 stocks

$11.0M

Reduced Holdings

8 stocks

-$2.4M

Increased Positions

Position	Shares Δ	Change
1 Invesco BulletShares 2033 Municipal Bond BSSX	+110.05%	46.6K → 98.0K +$1.3M
2 Invesco BulletShares 2031 Municipal Bond BSMV	+105.56%	50.7K → 104.3K +$1.1M
3 Invesco BulletShares 2032 Municipal Bond BSMW	+93.85%	55.2K → 107.0K +$1.3M
4 Vanguard Short-Term Bond BSV	+86.85%	13.3K → 24.8K +$908.2K
5 CGMU Capital Group Municipal Income CGMU	+81.22%	118.9K → 215.6K +$2.6M

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Tax-Exempt Bond Index Fund VTEB	Sold	159.9K → 0 −$7.8M
2 iShares National Muni Bond MUB	Sold	25.9K → 0 −$2.7M
3 Vanguard Short-Term Treasury VGSH	Sold	3.5K → 0 −$204.0K
4 iShares Core S&P 500 ETF IVV	Sold	324.0 → 0 −$201.2K
5 iShares iBonds Dec 2027 Term Muni Bond ETF IBMP	-63.55%	64.3K → 23.4K −$1.0M