Holistic Planning, Current Portfolio, 13F Holdings (2024-11-01)

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HP
	Holistic Planning, LLC 13F
	Holistic Planning, LLC

	Last update 2024-11-01	154 Stocks (48 new)
	Value $236.00 Mil	Turnover 47 %
	Countries: Top Holdings: USFR(19.25%)STXV(7.33%)STXG(5.20%)VTV(2.93%)VOO(2.65%) Portfolio Report

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