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American Centy Etf Tr Us Sml Cp Valu shares owned by Holistic Planning

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in American Centy Etf Tr Us Sml Cp Valu

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All positions including American Centy Etf Tr Us Sml Cp Valu held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 29k 101.98
2025-09-30 $1.4M 14k 99.53
2025-06-30 $815k 8.9k 91.10

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 American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Colony
LPL Financial
Truepoint
Mason Investment Advisory Services
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Buckingham Strategic Partners
Ameriprise Financial
Wells Fargo & Company
Plan
Advisor Group Holdings
HighTower Advisors
Unison Advisors
Warren Averett Asset Management

View all funds holding American Centy Etf Tr Us Sml Cp Valu