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Home > Institutional Investor > Holistic Financial Partners > Profile

Instuitional Investor - Holistic Financial Partners

Fund Profile
Filing Period:
Fund Name: Holistic Financial Partners
Portfolio Value $163,649,954
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 19,363 $23,224,387 14.19%
2.
Ishares Trust
 IEF 80,797 $10,032,620 6.13%
3.
Schwab Strategic Trust
 SCHD 342,413 $9,484,849 5.8%
4.
First Tr Exchange-Traded Alp
 78,335 $7,582,700 4.63%
5.
First Tr Exchange-Traded Fd
 144,711 $6,972,172 4.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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