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Aon shares owned by Holistic Planning

Quarter-by-quarter ownership of Aon (AON) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Aon

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All positions including Aon held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $864k 2.4k 352.88

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Aon

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
Massachusetts Financial Services
Dodge & Cox
Geode Capital Management
Berkshire Hathaway
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
Farallon Capital Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Eagle Capital Management
Independent Franchise Partners

View all funds holding Aon