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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
2024-09-30 $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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Vanguard Index Fds Value Etf (VTV)
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Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth