Holistic Planning’s iShares Government Money Market ETF GMMF Stock Holding History

Holistic Planning’s Portfolio GMMF Stock Details GMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$301K	Buy	+3,006	New	+$301K	0.04%	283

Other funds holding GMMF

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Northcape Wealth Management Williamsville, New York $378M AUM 16.86% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Holistic Planning's GMMF Position: Q3 2026 in Review

Holistic Planning opened a new position in iShares Government Money Market ETF (GMMF) in Q3 2026: 3,006 shares worth $301K. The stake represents 0.04% of the portfolio and ranks #283 among its holdings.

6 funds tracked by Wall St. Rank hold GMMF as of Q3 2026.

Holistic Planning held 3,006 shares of iShares Government Money Market ETF worth $301K as of Q3 2026.
iShares Government Money Market ETF was a new Holistic Planning position in Q3 2026.
iShares Government Money Market ETF made up 0.04% of Holistic Planning's portfolio in Q3 2026, its #283 holding.
6 funds tracked by Wall St. Rank held iShares Government Money Market ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.