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Sei Exchange Traded Funds shares owned by Holistic Planning

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIV) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sei Exchange Traded Funds by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $500k 12k 41.56

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 (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 Sei Exchange Traded Funds

Sei Investments
Summit Wealth Group Llc / Co
S & T Bank
Envestnet Asset Management
Branch Banking & Trust Company
Beacon Pointe Advisors
Merit Financial Group
Cambridge Investment Research Advisors
StoneCrest Wealth Management
K2 Financial
Csenge Advisory Group
Goss Wealth Management
Advisor Group Holdings
Burns Wealth Management
Ameritas Advisory Services

View all funds holding Sei Exchange Traded Funds