Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOLISTIC PLANNING LLC | 05-01-2024 | 03-31-2024 | 156 | 131,014,621 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | FLOATNG RAT TREA | 1 | $9,370,036 | 186,320 | 0.01 | 0.01 | 21,139 | 12.80 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $7,116,005 | 43,694 | 0.01 | 0.01 | -4,299 | -8.96 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $6,187,747 | 12,872 | 0.00 | 0.01 | -1,371 | -9.63 | 03-31-2024 |
| EA SERIES TRUST | STRIVE 1000 VALU | 4 | $5,299,829 | 182,700 | 0.00 | 0.00 | 118,427 | 184.26 | 03-31-2024 |
