HP

Holistic Planning, LLC

13F
Holistic Planning, LLC
Last update 2025-04-24 190 Stocks (26 new)
Value $295.00 Mil Turnover 11 %
Countries:
Top Holdings: USFR(13.09%)FTSM(6.11%)STXV(6.02%)BUXX(5.61%)STXG(5.04%)
Summary Stock Picks Current Portfolio
Holistic Planning, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
768,222
38,664.6
-6.64%
13.090
-1.00%
0.210
+1.13%
+2.37%
18,637.0
 
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
301,261
18,027.4
+15.25%
6.110
+0.81%
0.270
+1.19%
+2.56%
6,354.3
 
STXV
Strive 1000 Value ETF
582,384
17,768.5
-2.02%
6.020
-0.13%
27.090
+10.07%
+6.48%
62.7
 
BUXX
EA SERIES TRUST
815,879
16,570.5
+43.49%
5.610
+1.70%
6.650
+1.19%
+2.70%
312.8
 
STXG
Strive 1000 Growth ETF
371,722
14,887.5
+19.08%
5.040
+0.81%
13.820
+23.96%
+8.24%
134.0
 
STRV
EA SERIES TRUST
241,361
8,703.5
+12.46%
2.950
+0.33%
1.090
+20.12%
+7.98%
943.5
 
VOO
Vanguard S&P 500 ETF
15,302
7,863.9
+10.48%
2.660
+0.25%
0.000
+19.59%
+7.78%
660,834.1
 
VTV
Vanguard Value ETF
36,662
6,333.1
-1.07%
2.140
-0.02%
0.000
+10.43%
+6.13%
132,881.1
 
VUG
Vanguard Growth ETF
15,445
5,727.4
+3.87%
1.940
+0.07%
0.000
+27.48%
+9.52%
167,127.0
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
41,723
5,380.7
-3.68%
1.820
-0.07%
0.010
+12.20%
+6.97%
58,807.4
 

Holistic Planning, LLC's Historical Top Holdings Breakdowns

Holistic Planning, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BUXX
EA SERIES TRUST
2025-03-31
Add
Add
+1.70%
●
20.26 ($20.33) 20.4
$20.35
0.10%
Add 43.49%
815,879
247,271
DFEB
FT Vest U.S. Equity Deep Buffer ETF - February
FT Vest U.S. Equity Deep Buffer ETF - February
2025-03-31
New Buy
New Buy
+1.08%
●
41.74 ($42.93) 43.57
$44.98
4.78%
New holding
75,681
75,681
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Reduce
Reduce
-1.00%
●
50.29 ($50.4) 50.5
$50.44
0.08%
Reduce -6.64%
768,222
-54,656
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
2025-03-31
Add
Add
+0.81%
●
59.78 ($59.9) 60.03
$59.98
0.13%
Add 15.25%
301,261
39,852
STXG
Strive 1000 Growth ETF
2025-03-31
Add
Add
+0.81%
●
39.65 ($43.12) 45.34
$46.86
8.67%
Add 19.08%
371,722
59,572
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.68%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Add 100.84%
7,192
3,611
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
2025-03-31
New Buy
New Buy
+0.46%
●
57.22 ($60.78) 63.39
$63.07
3.77%
New holding
22,959
22,959
RWL
Invesco S&P 500 Revenue ETF
2025-03-31
New Buy
New Buy
+0.42%
●
96.9 ($101.03) 104.39
$103.95
2.89%
New holding
12,581
12,581
PKW
Invesco BuyBack Achievers ETF
2025-03-31
New Buy
New Buy
+0.39%
●
109.15 ($116.45) 120.99
$125.58
7.84%
New holding
10,258
10,258
STRV
EA SERIES TRUST
2025-03-31
Add
Add
+0.33%
●
35.45 ($37.94) 39.62
$40.58
6.96%
Add 12.46%
241,361
26,738

Holistic Planning, LLC Total Holding History ($B)

To

Holistic Planning, LLC's Asset Allocation

To

Holistic Planning, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Holistic Planning, LLC's Hypothetical Growth since 2025-03-31

Holistic Planning, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Holistic Planning, LLC's Holdings Heat Map

Size field:

Holistic Planning, LLC's Holdings Bubble Chart

Holistic Planning, LLC News

  • 1

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