Total Wealth Planning, LLC Incresed Positions in Q2 2025

Total Wealth Planning, LLC

  • $744 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
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
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
EFG
Msci Eafe Growth ETF

ETFs
914
+ 4.43%
$89.8 - $112.0 $82.1K - $102K
21.5K $2.41M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.84K
+ 7.44%
$67.03 - $80.35 $190K - $228K
41K $3.27M
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
129
+ 30.14%
$483.48 - $539.8 $62.4K - $69.6K
557 $270K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.02%
$73.7 - $90.98 $73.7 - $91
4.13K $376K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.21K
+ 7.35%
$24.48 - $24.9 $29.5K - $30K
17.6K $438K
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.45%
$193.73 - $237.37 $1.16K - $1.42K
1.34K $318K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3
+ 0.12%
$72.96 - $90.39 $219 - $271
2.55K $228K
Dimensional ETF Trust
33.2K
+ 6.18%
N/A
570K $0
Dimensional ETF Trust
106K
+ 12.01%
N/A
987K $0
JNJ
Johnson & Johnson

Healthcare
32
+ 1.6%
$146.36 - $159.82 $4.68K - $5.11K
2.03K $309K
AAPL
Apple Inc.

Technology
94
+ 1.83%
$172.42 - $223.89 $16.2K - $21K
5.23K $1.07M
PG
Procter & Gamble CO

Consumer Defensive
420
+ 1.96%
$157.66 - $172.39 $66.2K - $72.4K
21.8K $3.47M
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
Track This Portfolio

Track Total Wealth Planning, LLC Portfolio

Follow Total Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email