Holistic Planning, LLC Purchases and Sells in Q2 2025

Holistic Planning, LLC

$349 Billion
Q2 2025

Top Buys

Incresed Positions

134 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	5.57K + 36.4%	$456.74 - $568.03 $2.54M - $3.16M	20.9K $11.9B
EA SERIES TRUST	172K + 21.09%	N/A	988K $20.1B
STXG	13.5K + 3.64%	N/A	385K $17.7B
MSFT	2.67K + 24.15%	$354.56 - $497.45 $947K - $1.33M	13.7K $6.83B
DFEB	52K + 68.77%	$39.94 - $44.64 $2.08M - $2.32M	128K $5.7B
VUG	3.05K + 19.75%	$329.49 - $438.4 $1M - $1.34M	18.5K $8.11B

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	8.94K New	$75.17 - $91.21 $672K - $816K	8.94K $815M
COWZ	10.9K New	$47.46 - $55.3 $520K - $605K	10.9K $603M
T ROWE PRICE ETF INC	12.6K New	N/A	12.6K $446M
SPLG	6.05K New	$58.41 - $72.69 $353K - $439K	6.05K $439M
ONB	20.1K New	$17.95 - $22.57 $361K - $454K	20.1K $430M
EFG	3.34K New	$89.8 - $112.0 $300K - $374K	3.34K $374M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-95.8K - 12.47%	$50.28 - $50.47 $4.82M - $4.84M	672K $33.8B
FTSM	-13.2K - 4.37%	$59.8 - $60.07 $788K - $791K	288K $17.2B
FIRST TR EXCHNG TRADED FD VI	-13.8K - 40.24%	N/A	20.5K $658M
FAUG	-4.6K - 24.22%	$41.76 - $49.03 $192K - $226K	14.4K $706M
SPY	-883 - 12.28%	$496.48 - $617.85 $438K - $546K	6.31K $3.9B
CAPITAL GROUP CORE BALANCED	-4.19K - 39.56%	N/A	6.4K $214M

Activity Summary All Purchases 164 New Holdings 30 Increased Positions 134 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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