Instuitional Investor - Holistic Planning, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 659,245 | $33,140,130 | 8.7% | |
| 2. | Ea Series Trust | 409,872 | $20,460,829 | 5.37% | |
| 3. | Ea Series Trust | 627,712 | $20,306,984 | 5.33% | |
| 4. | Ea Series Trust | 936,920 | $19,000,747 | 4.99% | |
| 5. | First Tr Exchange-Traded Fd | 300,852 | $18,024,042 | 4.73% |
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