Holistic Planning, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $236 Billion distributed in 211 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $45.3B, Ea Ser Tr Strive 1000 Value Et with a value of $17.3B, Ea Ser Tr Strive 1000 Growth E with a value of $12.2B, Vanguard Value ETF with a value of $6.9B, and Vanguard Index Fds S&P 500 ETF with a value of $6.24B.
Examining the 13F form we can see an increase of $106B in the current position value, from $130B to 236B.
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.