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Home > Institutional Investor > Holistic Planning, Llc > 13F Holdings

Instuitional Investor - Holistic Planning, Llc

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%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)