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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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