Instuitional Investor - Holistic Planning, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust - STRIVE 500 ETF | 585,228 | $28,266,510 | 4.4% | |
| 2. | Wisdomtree Tr | 510,939 | $25,725,787 | 4% | |
| 3. | Ea Series Trust | 1,152,858 | $23,333,846 | 3.63% | |
| 4. | First Tr Exchange-Traded Fd | 386,777 | $23,102,165 | 3.59% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 30,316 | $20,821,292 | 3.24% |
Hedge Fund Resource Center 
