Holistic Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Nacogdoches, TX
CIK
0002005353
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
118
131,014
USFR, VTV, VOO, STXV
13F-HR
5/1/2024
000198615224000013
Q4 2023
117
118,740
USFR, VTV, VOO, CGDV
13F-HR
2/14/2024
000200535324000001