0000950123-18-008610.txt : 20180814 0000950123-18-008610.hdr.sgml : 20180814 20180814095322 ACCESSION NUMBER: 0000950123-18-008610 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180814 EFFECTIVENESS DATE: 20180814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Holistic Financial Partners CENTRAL INDEX KEY: 0001729304 IRS NUMBER: 474167180 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18305 FILM NUMBER: 181014833 BUSINESS ADDRESS: STREET 1: 8604 ALLISONVILLE ROAD STE 190 CITY: INDIANAPOLIS STATE: IN ZIP: 46250 BUSINESS PHONE: 317-550-3400 MAIL ADDRESS: STREET 1: 8604 ALLISONVILLE ROAD STE 190 CITY: INDIANAPOLIS STATE: IN ZIP: 46250 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001729304 XXXXXXXX 06-30-2018 06-30-2018 Holistic Financial Partners

8604 ALLISONVILLE ROAD STE 190 Indianapolis IN 46250

13F HOLDINGS REPORT 028-18305 N Andy Armstrong 513-832-5385 Andy Armstrong Cincinnati OH 08-13-2018 0 34 87367 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F QUICKLOGIC CORP COM 74837P108 12 10000 SH SOLE 0 0 10000 LIBERTY GLOBAL PLC SHS CL C G5480U120 274 10284 SH SOLE 0 0 10284 ISHARES SILVER TRUST ISHARES 46428Q109 161 10635 SH SOLE 0 0 10635 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 145 10648 SH SOLE 0 0 10648 COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 257 12863 SH SOLE 0 0 12863 COMPANHIA PARANAENSE ENERG C SPON ADR PFD 20441B407 72 12935 SH SOLE 0 0 12935 NISOURCE INC COM 65473P105 345 13119 SH SOLE 0 0 13119 PFIZER INC COM 717081103 490 13517 SH SOLE 0 0 13517 GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 114 13764 SH SOLE 0 0 13764 CBRE CLARION GLOBAL REAL EST COM 12504G100 109 14440 SH SOLE 0 0 14440 AT&T INC COM 00206R102 476 14836 SH SOLE 0 0 14836 JPMORGAN CHASE & CO COM 46625H100 1580 15166 SH SOLE 0 0 15166 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 52 15618 SH SOLE 0 0 15618 ISHARES TR CORE US AGGBD ET 464287226 1695 15941 SH SOLE 0 0 15941 QURATE RETAIL INC COM SER A 74915M100 360 16976 SH SOLE 0 0 16976 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 152 17147 SH SOLE 0 0 17147 COMCAST CORP NEW CL A 20030N101 644 19636 SH SOLE 0 0 19636 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1616 21971 SH SOLE 0 0 21971 ENEL CHILE S A SPONSORED ADR 29278D105 114 23361 SH SOLE 0 0 23361 ISHARES TR RUS 1000 VAL ETF 464287598 3841 31645 SH SOLE 0 0 31645 ISHARES TR RUS 1000 GRW ETF 464287614 4643 32286 SH SOLE 0 0 32286 ISHARES TR MSCI EAFE ETF 464287465 2299 34331 SH SOLE 0 0 34331 CEMEX SAB DE CV SPON ADR NEW 151290889 245 37311 SH SOLE 0 0 37311 ISHARES TR RUSSELL 2000 ETF 464287655 7306 44609 SH SOLE 0 0 44609 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 3235 57634 SH SOLE 0 0 57634 ISHARES GOLD TRUST ISHARES 464285105 796 66240 SH SOLE 0 0 66240 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3967 78345 SH SOLE 0 0 78345 FIRST TR EXCH TRD ALPHA FD I EUROPE ALPHADEX 33737J117 3443 89697 SH SOLE 0 0 89697 LILLY ELI & CO COM 532457108 8782 102921 SH SOLE 0 0 102921 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 6503 136761 SH SOLE 0 0 136761 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4586 138750 SH SOLE 0 0 138750 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 9217 214845 SH SOLE 0 0 214845 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 6060 234054 SH SOLE 0 0 234054 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 13776 326455 SH SOLE 0 0 326455