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T Rowe Price Etf shares owned by Holistic Planning

Quarter-by-quarter ownership of T Rowe Price Etf (TCAF) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in T Rowe Price Etf

Tip: Access up to 7 years of quarterly data

All positions including T Rowe Price Etf held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in T Rowe Price Etf by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $404k 11k 38.22
2025-09-30 $401k 11k 37.70
2025-06-30 $446k 13k 35.28

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 T Rowe Price Etf

LPL Financial
Raymond James Financial
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
CI Private Wealth
Baird Financial
Ing Investment Management
Royal Bank of Canada
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Bank of New York Mellon
Cambridge Investment Research Advisors
Stifel Financial
Cetera Investment Advisers

View all funds holding T Rowe Price Etf