Holistic Planning, LLC Portfolio Holdings
Holistic Planning, LLC
- $130 Billion
- Q2 2024
Holistic Planning, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $9.37B, Vanguard Value ETF with a value of $6.97B, Vanguard Index Fds S&P 500 ETF with a value of $6.13B, Ea Ser Tr Strive 1000 Value Et with a value of $5.3B, and Ea Series Trust with a value of $4.21B.
Examining the 13F form we can see an decrease of $889M in the current position value, from $131B to 130B.
Holistic Planning, LLC is based out at Nacogdoches, TX
Below you can find more details about Holistic Planning, LLC portfolio as well as his latest detailed transactions.