Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Holistic Planning, LLC

Industry Market Value
Percent
10 - Metal Mining 3,556 0.00
13 - Oil And Gas Extraction 335,185 0.28
20 - Food And Kindred Products 999,823 0.84
28 - Chemicals And Allied Products 2,205,001 1.86
29 - Petroleum Refining And Related Industries 3,155,854 2.66
35 - Industrial And Commercial Machinery And Computer Equipment 3,149,811 2.65
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 1,657,367 1.40
37 - Transportation Equipment 527,026 0.44
40 - Railroad Transportation 486,819 0.41
42 - Motor Freight Transportation And Warehousing 310,529 0.26
46 - Pipelines, Except Natural Gas 257,432 0.22
48 - Communications 317,957 0.27
49 - Electric, Gas, And Sanitary Services 226,057 0.19
53 - General Merchandise Stores 593,709 0.50
58 - Restaurants, Dining, Eating And Drinking Places 587,771 0.50
59 - Miscellaneous Retail 2,100,419 1.77
60 - Depository Institutions 912,373 0.77
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 27,314,819 23.00
63 - Insurance Carriers 568,516 0.48
73 - Business Services 5,191,046 4.37
Industry Not Reported 67,839,643 57.13
Total 118,740,713 100.00