Instuitional Investor - Holistic Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Holistic Planning, Llc |
| Portfolio Value | $501,724,816 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 475,638 | $23,943,606 | 4.77% | |
| 2. | First Tr Exchange-Traded Fd | 386,047 | $23,077,912 | 4.6% | |
| 3. | Ea Series Trust | 1,051,108 | $21,279,683 | 4.24% | |
| 4. | Ea Series Trust - STRIVE 500 ETF | 485,633 | $20,382,013 | 4.06% | |
| 5. | Ea Series Trust | 517,058 | $18,166,933 | 3.62% |
Hedge Fund Resource Center 
