Total Wealth Planning, LLC Purchases in Q3 2025

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
330K
+ 8.67%
$22.9 - $23.58 $7.56M - $7.79M
4.14M $97.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
25.8K
+ 1.42%
$29.55 - $32.52 $763K - $840K
1.84M $59.1M
VTV
Vanguard Value ETF

ETFs
6.57K
+ 2.07%
$175.51 - $186.57 $1.15M - $1.23M
324K $60.3M
DFIV
Dimensional ETF Tr

ETFs
28.4K
+ 3.33%
$42.66 - $46.53 $1.21M - $1.32M
881K $40.6M
JMEE
J P Morgan Exchange Traded Fd

ETFs
32.7K
+ 7.38%
$59.19 - $64.47 $1.93M - $2.11M
475K $30.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
53K
+ 4.89%
$29.65 - $31.77 $1.57M - $1.68M
1.14M $36M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.16K
+ 14.9%
$420.11 - $472.68 $1.75M - $1.97M
32.1K $15M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
33.2K
+ 5.41%
$78.96 - $80.04 $2.62M - $2.66M
646K $51.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.77K
+ 2.83%
$164.63 - $174.58 $784K - $832K
173K $30.3M
AVUV
American Centy ETF Tr Avantis

ETFs
13.6K
+ 11.93%
$90.37 - $102.12 $1.23M - $1.39M
127K $12.7M
VBR
Vanguard Small Cap Value ETF

ETFs
935
+ 0.87%
$195.41 - $212.37 $183K - $199K
109K $22.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.1K
+ 29.82%
$192.76 - $203.86 $1.37M - $1.45M
30.9K $6.29M
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.9K
+ 2.38%
$29.2 - $32.74 $346K - $388K
510K $16.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
452
+ 0.66%
$276.51 - $305.12 $125K - $138K
68.4K $20.4M
BNDX
Vanguard Total International B

ETFs
28K
+ 7.28%
$49.0 - $49.51 $1.37M - $1.39M
412K $20.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.75K
+ 23.82%
$131.47 - $143.64 $756K - $826K
29.9K $4.23M
ISRG
Intuitive Surgical Inc

Healthcare
1.72K
New
$433.66 - $544.47 $747K - $938K
1.72K $770K
IEFA
Ishares Tr

ETFs
7.32K
+ 28.98%
$81.7 - $87.53 $598K - $641K
32.6K $2.84M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.19K
+ 6.6%
$72.04 - $77.35 $374K - $401K
83.8K $6.43M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.45K
+ 21.75%
$62.54 - $68.42 $466K - $510K
41.7K $2.81M
AAPL
Apple Inc.

Technology
1.17K
+ 22.38%
$202.38 - $256.87 $237K - $301K
6.4K $1.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.1K
+ 13.16%
$26.38 - $27.95 $424K - $450K
138K $3.78M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.19K
+ 9.26%
$72.57 - $74.72 $376K - $388K
61.2K $4.55M
TSLA
Tesla, Inc.

Consumer Cyclical
373
+ 19.03%
$293.94 - $444.72 $110K - $166K
2.33K $1.04M
VTI
Vanguard Total Stock Market Et

ETFs
755
+ 17.63%
$303.93 - $329.86 $229K - $249K
5.04K $1.65M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.88K
New
$74.93 - $80.73 $291K - $313K
3.88K $312K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
449
New
$567.77 - $614.76 $255K - $276K
449 $274K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
274
+ 5.84%
$284.45 - $324.95 $77.9K - $89K
4.97K $1.59M
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 0.69%
$282.78 - $316.06 $17.2K - $19.3K
8.96K $2.83M
NVDA
Nvidia Corp

Technology
922
+ 41.44%
$153.3 - $186.58 $141K - $172K
3.15K $587K
META
Meta Platforms, Inc.

Communication Services
317
New
$695.21 - $791.73 $220K - $251K
317 $232K
IGF
Ishares Global Infrastructure

ETFs
1.16K
+ 1.44%
$58.29 - $61.43 $67.8K - $71.5K
81.9K $5.01M
AVGO
Broadcom Inc.

Technology
645
New
$264.74 - $369.57 $171K - $238K
645 $212K
LLY
Eli Lilly & CO

Healthcare
945
+ 3.05%
$625.65 - $812.69 $591K - $768K
31.9K $24.4M
MSFT
Microsoft Corp

Technology
301
+ 25.32%
$491.09 - $535.64 $148K - $161K
1.49K $771K
AMZN
Amazon Com Inc

Consumer Cyclical
722
+ 50.03%
$211.65 - $238.24 $153K - $172K
2.17K $475K
PG
Procter & Gamble CO

Consumer Defensive
1.83K
+ 8.39%
$150.47 - $161.22 $275K - $295K
23.6K $3.63M
IJS
Ishares S&P Smallcap 600 Value

ETFs
503
+ 6.37%
$98.99 - $112.2 $49.8K - $56.4K
8.4K $928K
CVX
Chevron Corp

Energy
34
+ 0.31%
$145.57 - $161.83 $4.95K - $5.5K
11K $1.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
490
+ 7.81%
$108.46 - $120.63 $53.1K - $59.1K
6.76K $803K
EFG
Msci Eafe Growth ETF

ETFs
668
+ 3.1%
$106.99 - $114.46 $71.5K - $76.5K
22.2K $2.53M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
902
+ 15.32%
$78.11 - $79.07 $70.5K - $71.3K
6.79K $535K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
412
+ 4.04%
$49.43 - $54.52 $20.4K - $22.5K
10.6K $574K
TJX
Tjx Companies Inc

Consumer Cyclical
131
+ 6.65%
$121.35 - $144.54 $15.9K - $18.9K
2.1K $303K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
471
+ 5.08%
$97.75 - $100.75 $46K - $47.5K
9.75K $977K
DFIP
Dimensional ETF Tr Inflation P

ETFs
880
+ 4.09%
$41.6 - $42.66 $36.6K - $37.5K
22.4K $945K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
49
+ 8.8%
$459.11 - $506.91 $22.5K - $24.8K
606 $304K
SPSB
Spdr Portfolio Short Term Corp

ETFs
686
+ 1.0%
$30.02 - $30.29 $20.6K - $20.8K
69.5K $2.11M
VO
Vanguard Mid Cap ETF

ETFs
34
+ 4.13%
$279.83 - $293.74 $9.51K - $9.99K
857 $251K
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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