Holistic Planning, LLC ETFs

Holistic Planning, LLC

$276 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XMMO Invesco Exchange Traded Fd Tr	$0	$432 Million 0.16% of portfolio	3,500	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$430 Million 0.16% of portfolio	15,740	Q4 2024 Added 168.33%
IWM Ishares Russell 2000 ETF	$0	$415 Million 0.15% of portfolio	1,877	Q4 2024 Reduced 2.75%
IJK Ishares S&P Midcap 400 Growth	$0	$409 Million 0.15% of portfolio	4,493	Q4 2024 Reduced 7.23%
VCIT Vanguard Intermediate Term Cor	$0	$401 Million 0.15% of portfolio	4,999	Q4 2024 Reduced 2.42%
IWP Ishares Russell Mid Cap Growth	$0	$375 Million 0.14% of portfolio	2,962	Q4 2024 Reduced 0.5%
IWR Ishares Russell Mid Cap ETF	$0	$340 Million 0.12% of portfolio	3,842	Q4 2024 Added 7.35%
IWB Ishares Tr Russell 1000 ETF	$0	$338 Million 0.12% of portfolio	1,049	Q4 2024 Added 4.9%
XLK Technology Sector Spdr	$0	$337 Million 0.12% of portfolio	1,449	Q3 2024 Reduced 21.16%
STIP Ishares Barclays 0 5 Year Tips	$0	$336 Million 0.12% of portfolio	3,337	Q4 2024 New
IEFA Ishares Tr	$0	$324 Million 0.12% of portfolio	4,613	Q4 2024 Added 7.35%
XLG Invesco Exchange Traded Fd Tr	$0	$322 Million 0.12% of portfolio	6,453	Q4 2024 Reduced 8.73%
FDL First Tr Morningstar Dividend	$0	$321 Million 0.12% of portfolio	7,967	Q4 2024 Reduced 6.57%
GLD Spdr Gold Trust	$92.3B	$298 Million 0.11% of portfolio	1,229	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$296 Million 0.11% of portfolio	10,604	Q4 2024 Added 404.71%
CGCP Capital Group Core Plus Income	$0	$278 Million 0.1% of portfolio	12,505	Q4 2024 New
IWO Ishares Russell 2000 Gwt ETF	$0	$275 Million 0.1% of portfolio	957	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$274 Million 0.1% of portfolio	14,809	Q4 2024 Added 103.73%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$272 Million 0.1% of portfolio	5,434	Q3 2024 New
EFV Msci Eafe Value ETF	$0	$269 Million 0.1% of portfolio	5,125	Q4 2024 Reduced 22.02%
PRN Invesco Dwa Industrials Moment	$0	$266 Million 0.1% of portfolio	1,729	Q3 2024 Reduced 11.83%
IUSB Ishares Core Total Usd Bond Ma	$0	$249 Million 0.09% of portfolio	5,499	Q4 2024 New
FSMD Fidelity Covington Tr Small Mi	$0	$246 Million 0.09% of portfolio	5,965	Q4 2024 New
BNDX Vanguard Total International B	$0	$245 Million 0.09% of portfolio	5,004	Q4 2024 Added 19.74%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$241 Million 0.09% of portfolio	4,737	Q4 2024 Reduced 17.07%
IJT Ishares S&P Small Cap 600 Grow	$0	$231 Million 0.08% of portfolio	1,705	Q4 2024 Reduced 9.98%
IWV Ishares Russell 3000 ETF	$0	$228 Million 0.08% of portfolio	682	Q3 2024 Added 2.25%
QSPT First Tr ETF Fd Viii Cboe Vest	$0	$226 Million 0.08% of portfolio	8,181	Q4 2024 New

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