Holistic Planning, LLC
- SEC CIK
- 0002005353
- 最新申報
- 2026/8/10
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位。
- 持股檔數
- 117
- 2023 年第 3 季沒有申報
- 總值
- $1.19 億
- 2023 年第 3 季沒有申報
Holistic Planning, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P US Value ETF464287663 | ETF | 22,214 | $187.3 萬 | 1.6% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 35,706 | $193.1 萬 | 1.6% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 23,638 | $200.6 萬 | 1.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 13,824 | $210.0 萬 | 1.8% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 12,711 | $216.6 萬 | 1.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,845 | $219.8 萬 | 1.9% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 12,796 | $222.5 萬 | 1.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,853 | $231.8 萬 | 2.0% | – | – | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 77,661 | $237.4 萬 | 2.0% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,151 | $251.9 萬 | 2.1% | – | – | – |
| AAPLApple Inc. | Stock | 14,787 | $284.7 萬 | 2.4% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,157 | $315.8 萬 | 2.7% | – | – | – |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 157,361 | $317.7 萬 | 2.7% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 131,337 | $391.9 萬 | 3.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,243 | $622.2 萬 | 5.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 47,993 | $717.5 萬 | 6.0% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 165,181 | $829.9 萬 | 7.0% | – | – | – |