Total Wealth Planning, LLC Purchases in Q2 2025

Total Wealth Planning, LLC

  • $744 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
31K
New
$713.71 - $898.95 $22.1M - $27.9M
31K $24.2M
VUG
Vanguard Growth ETF

ETFs
13.5K
+ 9.61%
$329.49 - $438.4 $4.44M - $5.91M
154K $67.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
20.9K
+ 296.36%
$320.42 - $424.58 $6.7M - $8.87M
28K $11.8M
AVUV
American Centy ETF Tr Avantis

ETFs
97.5K
+ 599.47%
$75.17 - $91.21 $7.33M - $8.89M
114K $10.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
69.9K
+ 4.0%
$23.4 - $29.68 $1.64M - $2.07M
1.82M $54M
GLD
Spdr Gold Trust

ETFs
18.8K
New
$273.71 - $316.29 $5.13M - $5.93M
18.8K $5.72M
DFIS
Dimensional ETF Tr Dimensional

ETFs
13.2K
+ 1.23%
$23.2 - $29.84 $305K - $392K
1.08M $32.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
22.2K
+ 1356.27%
$166.82 - $194.23 $3.7M - $4.31M
23.8K $4.62M
JMEE
J P Morgan Exchange Traded Fd

ETFs
45.5K
+ 11.47%
$49.07 - $59.23 $2.23M - $2.7M
442K $26.2M
VTV
Vanguard Value ETF

ETFs
12.5K
+ 4.12%
$153.67 - $176.74 $1.93M - $2.22M
317K $56M
DFIV
Dimensional ETF Tr

ETFs
13.6K
+ 1.62%
$34.67 - $43.21 $473K - $589K
853K $36.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
90.1K
+ 22.05%
$24.21 - $29.47 $2.18M - $2.65M
499K $14.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.29K
+ 2.02%
$216.28 - $284.39 $279K - $366K
65.1K $18.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
20.4K
+ 551.42%
$108.87 - $133.04 $2.23M - $2.72M
24.1K $3.21M
VBR
Vanguard Small Cap Value ETF

ETFs
8.43K
+ 8.49%
$162.76 - $195.77 $1.37M - $1.65M
108K $21M
JPM
Jpmorgan Chase & CO

Financial Services
8.9K
New
$210.28 - $289.91 $1.87M - $2.58M
8.9K $2.58M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.54K
+ 5.49%
$219.76 - $276.94 $778K - $980K
68K $18.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
27.6K
+ 54.12%
$57.14 - $72.68 $1.58M - $2.01M
78.6K $5.72M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
34.2K
New
$50.08 - $63.14 $1.71M - $2.16M
34.2K $2.16M
IEFA
Ishares Tr

ETFs
21.1K
+ 505.1%
$67.83 - $84.09 $1.43M - $1.77M
25.3K $2.11M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.86K
+ 2.97%
$141.87 - $164.49 $690K - $800K
169K $27.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
60.2K
+ 1.61%
$22.68 - $23.28 $1.36M - $1.4M
3.81M $88.2M
VTI
Vanguard Total Stock Market Et

ETFs
4.28K
New
$243.75 - $303.93 $1.04M - $1.3M
4.28K $1.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.38K
+ 0.46%
$22.27 - $29.21 $30.8K - $40.3K
300K $8.76M
AVEM
American Centy ETF Tr Avantis

ETFs
4.41K
+ 3.82%
$53.08 - $68.54 $234K - $302K
120K $8.22M
IWN
Ishares Russell2000 Val ETF

ETFs
7.49K
+ 330.07%
$131.84 - $157.76 $987K - $1.18M
9.75K $1.54M
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.66K
+ 6.23%
$37.77 - $46.15 $327K - $400K
148K $6.82M
SCHV
Schwab Strategic Tr Us Large C

ETFs
27.3K
+ 9.58%
$23.55 - $27.67 $643K - $756K
313K $8.65M
AVLV
American Centy ETF Tr Avantis
13.9K
+ 23.5%
$56.85 - $68.21 $791K - $949K
73.1K $4.99M
IJS
Ishares S&P Smallcap 600 Value

ETFs
7.9K
New
$83.54 - $100.04 $660K - $790K
7.9K $785K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
6.55K
+ 6.85%
$66.87 - $79.47 $438K - $520K
102K $8.11M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.14K
+ 29.88%
$72.61 - $88.75 $301K - $368K
18K $1.6M
BNDX
Vanguard Total International B

ETFs
3.95K
+ 1.04%
$48.77 - $49.55 $193K - $196K
384K $19M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.3K
New
$108.12 - $135.04 $356K - $445K
3.3K $445K
UL
Unilever PLC

Consumer Defensive
5.79K
New
$57.9 - $65.43 $335K - $379K
5.79K $354K
EFG
Msci Eafe Growth ETF

ETFs
914
+ 4.43%
$89.8 - $112.0 $82.1K - $102K
21.5K $2.41M
PM
Philip Morris International Inc.

Consumer Defensive
1.7K
New
$149.23 - $184.95 $254K - $314K
1.7K $309K
MMM
3 M CO

Industrials
2K
New
$126.09 - $154.15 $252K - $308K
2K $304K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.84K
+ 7.44%
$67.03 - $80.35 $190K - $228K
41K $3.27M
NFLX
Netflix Inc

Communication Services
208
New
$855.86 - $1339.13 $178K - $279K
208 $278K
TJX
Tjx Companies Inc

Consumer Cyclical
1.97K
New
$119.13 - $135.03 $235K - $266K
1.97K $243K
VO
Vanguard Mid Cap ETF

ETFs
823
New
$228.54 - $279.83 $188K - $230K
823 $230K
CMI
Cummins Inc

Industrials
622
New
$267.12 - $336.65 $166K - $209K
622 $203K
MSFT
Microsoft Corp

Technology
81
+ 7.31%
$354.56 - $497.45 $28.7K - $40.3K
1.19K $591K
VEA
Vanguard Ftse Developed Market

ETFs
1.37K
+ 18.05%
$45.65 - $57.01 $62.7K - $78.3K
8.99K $512K
SPY
Spdr S&P 500 ETF Trust

ETFs
107
+ 19.53%
$496.48 - $617.85 $53.1K - $66.1K
655 $404K
XOM
Exxon Mobil Corp

Energy
1.13K
+ 49.13%
$99.93 - $119.04 $113K - $134K
3.42K $368K
DFAS
Dimensional ETF Tr U S Small C

ETFs
692
+ 5.53%
$52.31 - $63.72 $36.2K - $44.1K
13.2K $840K
IWS
Ishares Russell Midcap Value E

ETFs
290
+ 8.14%
$110.58 - $132.14 $32.1K - $38.3K
3.85K $509K
Activity Summary
Buys All Purchases 60 New Holdings 15 Increased Positions 45 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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