Instuitional Investor - Holistic Planning, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 672,397 | $33,828,001 | 9.68% | |
| 2. | Ea Series Trust | 987,926 | $20,074,663 | 5.75% | |
| 3. | Ea Series Trust | 587,680 | $18,115,063 | 5.19% | |
| 4. | Ea Series Trust | 385,237 | $17,729,592 | 5.08% | |
| 5. | First Tr Exchange-Traded Fd | 288,092 | $17,248,047 | 4.94% |
