0001085146-23-004046.txt : 20231103 0001085146-23-004046.hdr.sgml : 20231103 20231102211052 ACCESSION NUMBER: 0001085146-23-004046 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231103 DATE AS OF CHANGE: 20231102 EFFECTIVENESS DATE: 20231103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Envision Financial Planning, LLC CENTRAL INDEX KEY: 0001964460 IRS NUMBER: 843769147 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23419 FILM NUMBER: 231374250 BUSINESS ADDRESS: STREET 1: 5100 POPLAR AVENUE STREET 2: SUITE 2428 CITY: MEMPHIS STATE: TN ZIP: 38137 BUSINESS PHONE: 901-422-7526 MAIL ADDRESS: STREET 1: 5100 POPLAR AVENUE STREET 2: SUITE 2428 CITY: MEMPHIS STATE: TN ZIP: 38137 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001964460 XXXXXXXX 09-30-2023 09-30-2023 false Envision Financial Planning, LLC

5100 POPLAR AVENUE SUITE 2428 MEMPHIS TN 38137

13F HOLDINGS REPORT 028-23419 000321790 801-125874 N Clayton Chapman 901-422-7526 /s/Clayton Chapman Memphis TN 11-02-2023 0 24 101001759 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 BBG001S5N8V8 296197 1730 SH SOLE 0 0 1730 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 8272698 366535 SH SOLE 0 0 366535 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 7976250 305486 SH SOLE 0 0 305486 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 1987634 85711 SH SOLE 0 0 85711 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 462441 9951 SH SOLE 0 0 9951 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 12863231 429490 SH SOLE 0 0 429490 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 8045544 172837 SH SOLE 0 0 172837 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 2424572 94378 SH SOLE 0 0 94378 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 BBG01BN5Z188 1443310 58175 SH SOLE 0 0 58175 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 3960320 75449 SH SOLE 0 0 75449 INVESCO EXCH TRD SLF IDX FD BULLETSHS 31 MUN 46138J411 BBG012JBHV75 3169589 158407 SH SOLE 0 0 158407 INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD 46138J445 BBG00X3HX973 3178595 152159 SH SOLE 0 0 152159 INVESCO EXCHNG TRAD SLF INDE BULLETSHS 32 MUN 46139W833 BBG01FP6V6X0 2760076 115243 SH SOLE 0 0 115243 ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJP02 8256494 356806 SH SOLE 0 0 356806 ISHARES TR IBONDS DEC 2031 46436E486 BBG011HVQSJ9 8569226 442054 SH SOLE 0 0 442054 ISHARES TR IBONDS DEC 2033 46436E130 BBG01H4B2BK3 6008609 250672 SH SOLE 0 0 250672 ISHARES TR IBONDS DEC 25 46435U432 BBG00MJW33G3 1334273 51161 SH SOLE 0 0 51161 ISHARES TR IBONDS DEC 27 46435U283 BBG00NVC3ZF1 2118545 86542 SH SOLE 0 0 86542 ISHARES TR IBONDS DEC 28 46435U325 BBG00NX0QLT6 2693845 110358 SH SOLE 0 0 110358 ISHARES TR IBONDS DEC 29 46436E205 BBG00Q79F703 8695504 397055 SH SOLE 0 0 397055 ISHARES TR IBONDS DEC25 ETF 46434VBD1 BBG0088JX9H8 3931284 161317 SH SOLE 0 0 161317 NUCOR CORP COM 670346105 BBG001S5TRV0 414252 2650 SH SOLE 0 0 2650 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 1519168 7800 SH SOLE 0 0 7800 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 620102 2919 SH SOLE 0 0 2919