0001085146-23-002147.txt : 20230509 0001085146-23-002147.hdr.sgml : 20230509 20230509101336 ACCESSION NUMBER: 0001085146-23-002147 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Essential Planning, LLC. CENTRAL INDEX KEY: 0001949824 IRS NUMBER: 020488298 STATE OF INCORPORATION: NH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22673 FILM NUMBER: 23900539 BUSINESS ADDRESS: STREET 1: 500 MARKET ST. STREET 2: UNIT 1D CITY: PORTSMOUTH STATE: NH ZIP: 03801 BUSINESS PHONE: 6034275164 MAIL ADDRESS: STREET 1: 500 MARKET ST. STREET 2: UNIT 1D CITY: PORTSMOUTH STATE: NH ZIP: 03801 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001949824 XXXXXXXX 03-31-2023 03-31-2023 false Essential Planning, LLC.

500 MARKET ST. UNIT 1D PORTSMOUTH NH 03801

13F HOLDINGS REPORT 028-22673 000106651 801-51363 N Hunter Lord 603-427-5164 /s/Hunter Lord Portsmouth NH 05-09-2023 0 52 164923484 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 352682 3400 SH SOLE 0 0 3400 APPLE INC COM 037833100 BBG001S5N8V8 1301493 7893 SH SOLE 0 0 7893 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1056957 3544 SH SOLE 0 0 3544 COCA COLA CO COM 191216100 BBG001S5SMQ8 244646 3944 SH SOLE 0 0 3944 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 5652046 132990 SH SOLE 0 0 132990 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 4195498 182478 SH SOLE 0 0 182478 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 11303286 419860 SH SOLE 0 0 419860 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 1862312 39912 SH SOLE 0 0 39912 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 31615621 1100315 SH SOLE 0 0 1100315 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 375924 19575 SH SOLE 0 0 19575 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 209456 6256 SH SOLE 0 0 6256 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 271480 15961 SH SOLE 0 0 15961 DOUBLELINE ETF TRUST OPPORTUNISTIC BD 25861R105 BBG016GCZLY9 348559 7464 SH SOLE 0 0 7464 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 337422 3077 SH SOLE 0 0 3077 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 BBG008229899 2725683 109508 SH SOLE 0 0 109508 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 262342 802 SH SOLE 0 0 802 GRAPHIC PACKAGING HLDG CO COM 388689101 BBG001S90195 253422 9942 SH SOLE 0 0 9942 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 5198442 69085 SH SOLE 0 0 69085 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 4328175 10529 SH SOLE 0 0 10529 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 368178 3771 SH SOLE 0 0 3771 ISHARES TR ESG ADV TTL USD 46436E619 BBG00VJ13GZ1 489969 11334 SH SOLE 0 0 11334 ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 207373 8619 SH SOLE 0 0 8619 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 4860308 51594 SH SOLE 0 0 51594 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 206825 2584 SH SOLE 0 0 2584 LILLY ELI & CO COM 532457108 BBG001S5STL8 4173925 12338 SH SOLE 0 0 12338 LOWES COS INC COM 548661107 BBG001S5SVL3 660901 3305 SH SOLE 0 0 3305 MICROSOFT CORP COM 594918104 BBG001S5TD05 1211050 4201 SH SOLE 0 0 4201 NUVEEN MUN VALUE FD INC COM 670928100 BBG001S5TS84 310077 35196 SH SOLE 0 0 35196 PIMCO ETF TR 1-5 US TIP IDX 72201R205 BBG001T5DWK7 924827 18120 SH SOLE 0 0 18120 PIMCO ETF TR ACTIVE BD ETF 72201R775 BBG002N12C17 44492615 480490 SH SOLE 0 0 480490 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 BBG001T618D9 969294 9780 SH SOLE 0 0 9780 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 BBG0084H8485 266613 6498 SH SOLE 0 0 6498 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 5509652 72312 SH SOLE 0 0 72312 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 430675 8804 SH SOLE 0 0 8804 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 214526 570 SH SOLE 0 0 570 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 3698953 17093 SH SOLE 0 0 17093 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 11000215 53895 SH SOLE 0 0 53895 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 347236 8595 SH SOLE 0 0 8595 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 5274492 110674 SH SOLE 0 0 110674 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 804172 17275 SH SOLE 0 0 17275 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 428103 7313 SH SOLE 0 0 7313 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 968235 13031 SH SOLE 0 0 13031 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 623935 4243 SH SOLE 0 0 4243 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 881497 15967 SH SOLE 0 0 15967 VANGUARD WORLD FD ESG US CORP BD 921910691 BBG00XGJM879 283655 4524 SH SOLE 0 0 4524 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 BBG001SHVR41 311180 1608 SH SOLE 0 0 1608 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 721126 3120 SH SOLE 0 0 3120 WALMART INC COM 931142103 BBG001S5XH92 425688 2887 SH SOLE 0 0 2887 WISDOMTREE TR US LARGECAP FUND 97717W588 BBG001SSZB57 705729 16142 SH SOLE 0 0 16142 WISDOMTREE TR US SMALLCAP FUND 97717W562 BBG001SSZBC9 511076 11825 SH SOLE 0 0 11825 WISDOMTREE TR US TOTAL DIVIDND 97717W109 BBG001SHKFZ5 388624 6414 SH SOLE 0 0 6414 WORKDAY INC CL A 98138H101 BBG001T21KQ7 357314 1730 SH SOLE 0 0 1730