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| Name: |
Holistic Planning LLC |
| City: |
Nacogdoches |
| State: |
TX |
| Zip: |
75965 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
VUSE |
Vident Core Us Equity |
124 |
Closed |
$52.98 |
$0 |
0 |
0% |
-388,000 |
-7,587 |
0 |
N/A |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
123 |
Closed |
$100.46 |
$0 |
0 |
0% |
-207,000 |
-2,004 |
0 |
Closed - End Fund - E... |
|
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VIDI |
Vident International Equity... |
122 |
Closed |
$26.04 |
$0 |
0 |
0% |
-226,000 |
-9,187 |
0 |
N/A |
|
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VBND |
Vident Core Us Bond Strateg... |
121 |
Closed |
$0.00 |
$0 |
0 |
0% |
-318,000 |
-7,177 |
0 |
N/A |
|
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VIGI |
Vanguard International Divi... |
127 |
Closed |
$81.10 |
$0 |
0 |
0% |
-227,000 |
-2,867 |
0 |
N/A |
|
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RWL |
Oppenheimer Large Cap Rev ETF |
120 |
Closed |
$51.28 |
$0 |
0 |
0% |
-220,000 |
-2,577 |
0 |
N/A |
|
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IPAC |
iShares Core MSCI Pacific ETF |
126 |
Closed |
$62.29 |
$0 |
0 |
0% |
-227,000 |
-3,808 |
0 |
N/A |
|
|
SGOV |
Ishares 03 Month Treasury B... |
119 |
Closed |
$0.00 |
$0 |
0 |
0% |
-214,000 |
-2,135 |
0 |
N/A |
|
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QUAL |
Ishares Msci Usa Quality Fa... |
125 |
Closed |
$0.00 |
$0 |
0 |
0% |
-251,000 |
-1,705 |
0 |
N/A |
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