Instuitional Investor - Holistic Financial Partners

Filing Period:
No. Security Ticker Shares Value % Port
1. LLY 67,692 $62,261,372 23.14%
2. SCHD 558,092 $13,812,788 5.13%
3.
First Tr Exchange-Traded Alp
140,644 $12,988,489 4.83%
4.
First Tr Exchng Traded Fd Vi
504,537 $12,497,384 4.65%
5.
First Tr Exchange-Traded Fd
233,337 $10,973,859 4.08%