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Hartford Fds Exchange Traded shares owned by Holistic Planning

Quarter-by-quarter ownership of Hartford Fds Exchange Traded (HFSI) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Hartford Fds Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Traded held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Traded by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $549k 16k 34.72

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 Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STRV)
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 Hartford Fds Exchange Traded

New England Capital Financial Advisors
Northwestern Mutual Wealth Management Company
Hartford Funds Management
Bank of America Corporation
Benjamin Edwards
Retirement Management Systems
Modern Wealth Management
Bleakley Financial Group
NFP Retirement
Raymond James Financial
Advisor Group Holdings
Centric Wealth Management
Royal Bank of Canada
Envestnet Asset Management
Live Oak Investment Partners

View all funds holding Hartford Fds Exchange Traded