Instuitional Investor - Holistic Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Holistic Planning, Llc |
| Portfolio Value | $469,074,750 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 592,111 | $29,795,034 | 6.35% | |
| 2. | First Tr Exchange-Traded Fd | 312,724 | $18,741,520 | 4% | |
| 3. | Ea Series Trust | 550,171 | $18,407,513 | 3.92% | |
| 4. | Ea Series Trust - STRIVE 500 ETF | 412,666 | $18,192,402 | 3.88% | |
| 5. | Ea Series Trust | 889,079 | $17,994,957 | 3.84% |
Hedge Fund Resource Center 
