| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LILLY ELI & CO | 27 | Q2 2024 | 30.9% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 14.2% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 10.4% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 15.8% |
| ISHARES TR | 27 | Q2 2024 | 6.0% |
| ISHARES TR | 27 | Q2 2024 | 8.4% |
| Schwab US Small Cap Etf | 27 | Q2 2024 | 5.9% |
| ISHARES TR | 27 | Q2 2024 | 4.4% |
| VANGUARD TAX-MANAGED INTL FD | 27 | Q2 2024 | 10.6% |
| JPMORGAN CHASE & CO. | 27 | Q2 2024 | 1.8% |
View Holistic Financial Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-08 |
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
View Holistic Financial Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.