Envision Financial Planning, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Envision Financial Planning, LLC with $233.2M in long positions as of Q3 2025, 97% allocated to ETF, and 71% concentrated in top 10 positions.
- Portfolio Value
- $233.2M
- Top 10 Concentration
- 71%
- Top Sector
- ETF (97%)
- US Exposure
- 100%
- Market Cap Focus
- N/A
- Countries
- 1
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
5 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 7.6 quarters
- Avg. Top 20
- 6.8 quarters
- Avg. All Positions
- 5.9 quarters
- Median Holding Period
- 7 quarters
- Persistence Rate
- 81.82%
- Persistent Holdings Weight
- 95.28%
- Persistent Positions
- 36
- Longest Held
Dimensional International Core Equity Market ETFDFAI - 8 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.000%
- Avg. Position Weight
- 2.27%
- Largest Position
Dimensional US Core Equity Market ETFDFAU - 10.02%- Largest Ownership Stake
Nucor CorporationNUE - 0.00%- Avg. Ownership Stake
- 0.000%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q3 2023)
- Avg. New Position
- 2.20%
- Avg. Ownership Stake
- 0.000%
- Largest Position
- Dimensional US Core Equity Market ETFDFAU - 12.74% (Q1 2024)
- Largest Ownership Stake
International Paper Co.IP - 0.00% (Q4 2024)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 8.1%
- Value Traded
- $18.85M
- Positions Added
- 0
- Positions Exited
- 4
Historical (Since Q3 2023)
- Avg. Turnover Ratio
- 11.9%
- Avg. Positions Added
- 7
- Avg. Positions Exited
- 2
- Highest Turnover
- 50.0%Q3 2023
- Lowest Turnover
- 2.9%Q2 2024