HoldingsChannel.com
Holistic Financial Partners Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Schwab Emerging Markets 588,796 -47,966 $12,182
     SCHE588,796-47,966$12,182
Eli Lilly & Company 74,451 -3,477 $10,328
     LLY74,451-3,477$10,328
Schwab US Aggregate Bond 176,866 +176,866 $9,599
     SCHZ176,866+176,866$9,599
Schwab International 369,711 -18,695 $9,553
     SCHF369,711-18,695$9,553
Ishares Russell 1000 (IWF) 31,719 -408 $4,778
     IWF31,719-408$4,778
Vanguard Ftse Emerging (VWO) 139,621 -9,411 $4,684
     VWO139,621-9,411$4,684
Schwab US Small Cap Etf (SCHA) 63,095 +786 $3,251
     SCHA63,095+786$3,251
Ishares Russell 2000 (IWM) 25,354 -1,004 $2,902
     IWM25,354-1,004$2,902
Ishares Russell 1000 (IWD) 26,048 -772 $2,583
     IWD26,048-772$2,583
Vanguard Ftse Europe (VGK) 58,806 -507 $2,545
     VGK58,806-507$2,545
Vanguard Ftse Developed (VEA) 76,055 -8,465 $2,536
     VEA76,055-8,465$2,536
First TRUST Europe (FEP) 95,311 +1,262 $2,467
     FEP95,311+1,262$2,467
INNOVATOR S AND P 500 ULT BUF ETF (UAUG) 88,073 -417 $2,082
     UAUG88,073-417$2,082
Ishares Core S&P 500 (IVV) 6,665 +6,665 $1,722
     IVV6,665+6,665$1,722
Ishares Msci Eafe Etf (EFA) 29,197 -178 $1,561
     EFA29,197-178$1,561
Jpmorgan Chase & Co 14,942 -153 $1,345
     JPM14,942-153$1,345
Ishares Core US (AGG) 10,696 +10,696 $1,234
     AGG10,696+10,696$1,234
Procter & Gamble 10,250 -53 $1,127
     PG10,250-53$1,127
Vertex Pharmaceutica 4,216 +339 $1,003
     VRTX4,216+339$1,003
Ishares Gold Etf (IAU) 66,240 UNCH $998
     IAU66,240UNCH$998
Comcast Corporation 23,286 -335 $801
     CMCSA23,286-335$801
Microsoft Corp 4,588 -189 $724
     MSFT4,588-189$724
Amazon Com Inc 363 +15 $708
     AMZN363+15$708
Seaboard Corp 200 UNCH $563
     SEB200UNCH$563
Spdr S&P 500 Etf (SPY) 2,114 +123 $545
     SPY2,114+123$545
Apple Inc 2,044 +95 $520
     AAPL2,044+95$520
Pfizer Incorporated 15,127 +216 $494
     PFE15,127+216$494
Texas Instruments 4,939 +209 $494
     TXN4,939+209$494
Innovator S&P 500 Power Buffer ETF Jan (PJAN) 19,339 +19,339 $485
     PJAN19,339+19,339$485
Johnson & Johnson 3,450 -29 $452
     JNJ3,450-29$452
Nestle Sa 4,276 +31 $440
     NSRGY4,276+31$440
Timken Company 13,265 UNCH $429
     TKR13,265UNCH$429
Spdr S&P Midcap 400 Etf (MDY) 1,563 -14 $411
     MDY1,563-14$411
United Technologies 4,177 +121 $394
     UTX4,177+121$394
Spdr S&P Dividend Etf (SDY) 4,814 -167 $384
     SDY4,814-167$384
Visa Inc Cl A 2,310 -123 $372
     V2,310-123$372
Verizon Communicatn 6,803 -287 $366
     VZ6,803-287$366
Merck & Co Inc 4,720 +67 $363
     MRK4,720+67$363
Coca Cola Company 8,033 -742 $355
     KO8,033-742$355
Nisource Inc Holding 13,802 +96 $345
     NI13,802+96$345
Alibaba Group Hldg 1,734 -93 $337
     BABA1,734-93$337
Home Depot Inc 1,581 +108 $295
     HD1,581+108$295
Lockheed Martin Corp 835 -82 $283
     LMT835-82$283
Auto Data Processing 2,053 -2 $281
     ADP2,053-2$281
Exxon Mobil Corp 7,260 -108 $276
     XOM7,260-108$276
Medtronic Plc 3,046 -68 $275
     MDT3,046-68$275
A T & T Inc 9,312 +244 $271
     T9,312+244$271
Pepsico Incorporated 2,125 -498 $255
     PEP2,125-498$255
Lincoln National Co 9,630 UNCH $253
     LNC9,630UNCH$253
Liberty Broadband Co 2,273 -153 $252
     LBRDK2,273-153$252

See Full List: All Stocks Held By Holistic Financial Partners
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Holistic Financial Partners

Size ($ in 1000's)
At 03/31/2020: $96,424
At 12/31/2019: $167,216

Holistic Financial Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Holistic Financial Partners 13F filings. Link to 13F filings: SEC filings

Holistic Financial Partners Top Holdings 13F Filings | www.HoldingsChannel.com

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