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Fidelity core divid etf shares owned by Holistic Planning

Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity core divid etf held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity core divid etf by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 51k 56.69

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 Fidelity core divid etf

LPL Financial
Commonwealth Equity Services
Retirement Planning Group
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Wells Fargo & Company
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Kestra Advisory Services
Childress Capital Advisors
Cambridge Investment Research Advisors
Dynasty Wealth Management
McIlrath & Eck

View all funds holding Fidelity core divid etf