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| Name: |
Holistic Planning LLC |
| City: |
Nacogdoches |
| State: |
TX |
| Zip: |
75965 |
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data |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GMAR |
Ft Cboe Vest Us Equity Mode... |
57 |
New |
$0.00 |
$588,000 |
17,080 |
0.45% |
588,000 |
17,080 |
0.432 |
N/A |
|
|
VLO |
Valero Energy Corp |
102 |
New |
$157.14 |
$238,000 |
1,394 |
0.18% |
238,000 |
1,394 |
0 |
Oil & Gas Refining, P... |
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CRM |
Salesforce.com Inc |
106 |
New |
$234.44 |
$218,000 |
724 |
0.17% |
218,000 |
724 |
0 |
Internet Software & S... |
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TSM |
Taiwan Semiconductor Mfg. C... |
108 |
New |
$151.04 |
$214,000 |
1,570 |
0.16% |
214,000 |
1,570 |
0 |
Semiconductor - Integ... |
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HD |
Home Depot Inc |
109 |
New |
$334.87 |
$213,000 |
555 |
0.16% |
213,000 |
555 |
0 |
Home Improvement Stores |
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IWB |
ishares trust Russell 1000 |
112 |
New |
$288.86 |
$208,000 |
723 |
0.16% |
208,000 |
723 |
0.001 |
Closed - End Fund - E... |
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LLY |
Eli Lilly & Co |
113 |
New |
$820.34 |
$208,000 |
268 |
0.16% |
208,000 |
268 |
0 |
Drug Manufacturers - ... |
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GDEC |
Ft Vest Us Equity Moderate ... |
114 |
New |
$0.00 |
$204,000 |
6,450 |
0.16% |
204,000 |
6,450 |
0.072 |
N/A |
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IWV |
iShares Tr Russell 3000 Indx |
115 |
New |
$300.63 |
$200,000 |
667 |
0.15% |
200,000 |
667 |
0.001 |
Closed - End Fund - E... |
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XFOR |
X4 Pharmaceuticals Inc |
117 |
New |
$1.01 |
$19,000 |
13,800 |
0.01% |
19,000 |
13,800 |
0.008 |
N/A |
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