Instuitional Investor - Holistic Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Holistic Planning, Llc |
| Portfolio Value | $118,740,713 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 165,181 | $8,298,702 | 6.98% | |
| 2. | Vanguard Index Fds | 47,993 | $7,174,954 | 6.04% | |
| 3. | Vanguard Index Fds | 14,243 | $6,221,516 | 5.23% | |
| 4. | Capital Group Dividend Value | 131,337 | $3,919,096 | 3.3% | |
| 5. | Ea Series Trust | 157,361 | $3,177,119 | 2.67% |
