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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 51 | $766,218 | 5,807 | 0.00 | 0.00 | 53 | 0.92 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 52 | $753,201 | 4,831 | 0.00 | 0.00 | -26 | -0.54 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 53 | $736,291 | 4,538 | 0.00 | 0.00 | -16 | -0.35 | 03-31-2024 |
| EA SERIES TRUST | STRIVE TOTAL RET | 54 | $727,475 | 36,052 | 0.00 | 0.00 | 16,373 | 83.20 | 03-31-2024 |
