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Flexshares Tr us quality cap shares owned by Holistic Planning

Quarter-by-quarter ownership of Flexshares Tr us quality cap (QLC) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Flexshares Tr us quality cap

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr us quality cap held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr us quality cap by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $578k 7.4k 78.16

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 Flexshares Tr us quality cap

Northern Trust
Envestnet Asset Management
Mml Investors Services
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Fiduciary Planning
Fundamentun
LPL Financial
Kingsview Wealth Management
Raymond James Financial
Herold Advisors
Goldman Sachs Group
Advantage Trust
Summit Financial

View all funds holding Flexshares Tr us quality cap