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Pacer Fds Tr shares owned by Holistic Planning

Quarter-by-quarter ownership of Pacer Fds Tr (FLRT) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $570k 12k 46.31

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Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
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Ea Series Trust Strive 500 Etf (STXF)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
American Centy Etf Tr Avantis Us Larg (AVLC)

View all positions for Holistic Planning

Top funds holding Pacer Fds Tr

LPL Financial
Foundations Investment Advisors
Cetera Investment Advisers
Advisor Group Holdings
Branch Banking & Trust Company
Raymond James Financial
Kestra Advisory Services
Systelligence
Envestnet Asset Management
Cambridge Investment Research Advisors
Independent Financial Group
Goss Wealth Management
Western Wealth Management
Sidoxia Capital Management
Assetmark

View all funds holding Pacer Fds Tr