Instuitional Investor - Holistic Planning, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
165,181 $8,298,702 6.98%
2.
Vanguard Index Fds
47,993 $7,174,954 6.04%
3.
Vanguard Index Fds
14,243 $6,221,516 5.23%
4.
Capital Group Dividend Value
131,337 $3,919,096 3.3%
5.
Ea Series Trust
157,361 $3,177,119 2.67%