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Ishares Tr core div grwth shares owned by Holistic Planning

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core div grwth by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 18k 61.34
2024-09-30 $1.3M 20k 62.69
2024-06-30 $1.5M 26k 58.06
2024-03-31 $1.6M 27k 58.06

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Ea Series Trust Strive 1000 Grwt (STXG)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
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Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Wealthfront Advisers
BlackRock
Raymond James Financial Services Advisors
Pnc Financial Services
FMR
Capital Investment Advisors
Ameriprise Financial
Commonwealth Equity Services
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Goldman Sachs Group

View all funds holding Ishares Tr core div grwth