Holistic Planning, LLC Reduced Holdings in Q3 2025

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
-51K
- 5.16%
N/A
937K $19B
USFR
Wisdomtree Floating Rate Treas

ETFs
-13.2K
- 1.96%
$50.23 - $50.48 $661K - $664K
659K $33.1B
IVE
Ishares S&P 500 Value ETF

ETFs
-1.57K
- 13.16%
$194.44 - $206.51 $304K - $323K
10.3K $2.13B
WMT
Walmart Inc.

Consumer Defensive
-2.79K
- 10.33%
$94.4 - $104.27 $263K - $290K
24.2K $2.49B
CSCO
Cisco Systems, Inc.

Technology
-1.68K
- 17.15%
$66.2 - $71.79 $111K - $121K
8.12K $555M
CRM
Salesforce, Inc.

Technology
-232
- 13.4%
$231.66 - $273.65 $53.7K - $63.5K
1.5K $355M
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.08%
$150.47 - $161.22 $2.26K - $2.42K
17.9K $2.76B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.08K
- 23.43%
$26.38 - $27.95 $108K - $114K
13.3K $364M
EFG
Msci Eafe Growth ETF

ETFs
-907
- 27.14%
$106.99 - $114.46 $97K - $104K
2.44K $277M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.42K
- 11.7%
$72.01 - $74.44 $102K - $105K
10.7K $786M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.09K
- 10.73%
$92.18 - $95.14 $100K - $103K
9.03K $860M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.46K
- 10.96%
$58.97 - $60.36 $86K - $88K
11.8K $711M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-929
- 8.88%
$97.75 - $100.75 $90.8K - $93.6K
9.53K $955M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.07K
- 15.63%
$81.75 - $84.54 $87.6K - $90.5K
5.78K $486M
VEA
Vanguard Ftse Developed Market

ETFs
-1.93K
- 11.56%
$56.02 - $60.3 $108K - $116K
14.8K $884M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-2.03K
- 8.02%
N/A
23.2K $965M
First Tr Exchng Traded Fd Vi
-2.03K
- 9.91%
N/A
18.5K $602M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-633
- 14.57%
$122.57 - $132.57 $77.6K - $83.9K
3.71K $481M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.2K
- 21.13%
$48.5 - $50.19 $58K - $60K
4.46K $224M
BAC
Bank Of America Corp

Financial Services
-1.49K
- 26.26%
$44.92 - $52.42 $66.9K - $78.1K
4.19K $216M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.25K
- 8.44%
$42.75 - $43.37 $53.4K - $54.2K
13.6K $587M
DIS
Walt Disney CO

Communication Services
-270
- 12.37%
$112.25 - $124.0 $30.3K - $33.5K
1.91K $219M
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.08K
- 7.88%
$54.21 - $57.41 $58.5K - $61.9K
12.6K $717M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-186
- 7.44%
$459.11 - $506.91 $85.4K - $94.3K
2.31K $1.16B
VTV
Vanguard Value ETF

ETFs
-2.27K
- 5.94%
$175.51 - $186.57 $398K - $423K
35.9K $6.7B
DE
Deere & CO

Industrials
-14
- 1.67%
$457.26 - $524.37 $6.4K - $7.34K
825 $377M
T Rowe Price ETF Inc
-2.01K
- 15.92%
N/A
10.6K $401M
IEFA
Ishares Tr

ETFs
-824
- 11.86%
$81.7 - $87.53 $67.3K - $72.1K
6.12K $535M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-1.91K
- 12.46%
$30.87 - $32.18 $59K - $61.5K
13.4K $432M
FTSL
First Trust Senior Ln Fund

ETFs
-914
- 9.23%
$45.81 - $46.18 $41.9K - $42.2K
8.99K $412M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.13K
- 10.3%
$55.15 - $58.11 $62.2K - $65.5K
9.82K $564M
YMAR
First Tr Ex Tr Viii Cboe Vest
-2K
- 10.24%
$25.23 - $26.26 $50.4K - $52.5K
17.5K $460M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-939
- 5.97%
$70.77 - $73.59 $66.5K - $69.1K
14.8K $1.08B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-363
- 10.68%
$102.4 - $103.88 $37.2K - $37.7K
3.04K $314M
KMI
Kinder Morgan, Inc.

Energy
-820
- 10.17%
$26.23 - $28.5 $21.5K - $23.4K
7.25K $205M
VOT
Vanguard Mid Cap Growth Index

ETFs
-344
- 4.67%
$282.75 - $294.19 $97.3K - $101K
7.03K $2.07B
STXK
Ea Ser Tr Strive 2000 ETF
-8.15K
- 9.47%
N/A
77.9K $2.58B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-400
- 11.43%
$128.6 - $136.01 $51.4K - $54.4K
3.1K $419M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-701
- 12.44%
$45.6 - $46.92 $32K - $32.9K
4.93K $230M
EFV
Msci Eafe Value ETF

ETFs
-848
- 13.08%
$62.79 - $68.42 $53.2K - $58K
5.63K $382M
HON
Honeywell International Inc

Industrials
-29
- 2.89%
$207.7 - $240.4 $6.02K - $6.97K
974 $205M
BSX
Boston Scientific Corp

Healthcare
-26
- 1.01%
$97.03 - $108.14 $2.52K - $2.81K
2.56K $250M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-442
- 4.56%
$76.16 - $78.59 $33.7K - $34.7K
9.25K $722M
IWV
Ishares Russell 3000 ETF

ETFs
-113
- 16.57%
$351.04 - $379.81 $39.7K - $42.9K
569 $216M
SHEL
Shell PLC

Energy
-436
- 6.53%
$69.82 - $73.93 $30.4K - $32.2K
6.25K $447M
Blackrock Inc
-52
- 15.9%
N/A
275 $320M
HYLS
First Tr Tactical High Yield L

ETFs
-584
- 4.47%
$41.62 - $42.32 $24.3K - $24.7K
12.5K $524M
VZ
Verizon Communications Inc

Communication Services
-736
- 4.04%
$40.84 - $45.06 $30.1K - $33.2K
17.5K $769M
IWP
Ishares Russell Mid Cap Growth

ETFs
-213
- 7.42%
$137.51 - $145.26 $29.3K - $30.9K
2.66K $379M
Activity Summary
Buys All Purchases 105 New Holdings 20 Increased Positions 85 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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