Instuitional Investor - Holistic Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Holistic Planning, Llc |
| Portfolio Value | $275,926,810 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 822,878 | $41,407,223 | 15% | |
| 2. | Ea Series Trust | 594,377 | $17,537,797 | 6.35% | |
| 3. | First Tr Exchange-Traded Fd | 261,409 | $15,624,399 | 5.66% | |
| 4. | Ea Series Trust | 312,150 | $13,552,977 | 4.91% | |
| 5. | Ea Series Trust | 568,608 | $11,531,372 | 4.17% |
