Instuitional Investor - Holistic Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Holistic Planning, Llc |
| Portfolio Value | $295,281,756 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 768,222 | $38,664,615 | 13.09% | |
| 2. | First Tr Exchange-Traded Fd | 301,261 | $18,027,439 | 6.11% | |
| 3. | Ea Series Trust | 582,384 | $17,768,539 | 6.02% | |
| 4. | Ea Series Trust | 815,879 | $16,570,511 | 5.61% | |
| 5. | Ea Series Trust | 371,722 | $14,887,452 | 5.04% |
