Total Wealth Planning, LLC Incresed Positions in Q4 2024

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.9M
+ 113.85%
$22.63 - $47.53 $43M - $90.3M
3.57M $81M
BNDX
Vanguard Total International B

ETFs
33.7K
+ 10.0%
$48.91 - $50.61 $1.65M - $1.7M
370K $18.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
419
+ 0.66%
$264.18 - $304.19 $111K - $127K
63.8K $17.9M
DFIV
Dimensional ETF Tr

ETFs
77.6K
+ 10.67%
$34.86 - $37.97 $2.71M - $2.95M
805K $28.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
621
+ 0.98%
$241.48 - $274.89 $150K - $171K
64K $16.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
26.4K
+ 7.43%
$30.18 - $33.87 $796K - $893K
381K $11.7M
EFG
Msci Eafe Growth ETF

ETFs
7.86K
+ 58.11%
$96.83 - $106.88 $761K - $840K
21.4K $2.07M
SCHG
Schwab Strategic Tr Us Large C

ETFs
235K
+ 300.17%
$25.93 - $105.3 $6.09M - $24.7M
313K $8.73M
CVX
Chevron Corp

Energy
3.08K
+ 38.53%
$141.15 - $162.53 $434K - $500K
11.1K $1.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.63K
+ 16.17%
$71.75 - $75.11 $547K - $573K
54.8K $3.94M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
480
+ 0.49%
$78.43 - $87.17 $37.6K - $41.8K
97.8K $7.84M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.47K
+ 11.56%
$89.9 - $100.66 $132K - $148K
14.2K $1.28M
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.22K
+ 12.54%
$40.31 - $42.43 $130K - $137K
28.9K $1.17M
VB
Vanguard Small Cap ETF

ETFs
19
+ 1.42%
$233.76 - $261.58 $4.44K - $4.97K
1.36K $326K
VIG
Vanguard Dividend Appreciation

ETFs
40
+ 1.52%
N/A
2.68K $487K
Dimensional ETF Trust
3.68K
+ 66.65%
N/A
9.19K $0
Dimensional ETF Trust
58.6K
+ 13.78%
N/A
484K $0
Dimensional ETF Trust
82.1K
+ 11.16%
N/A
818K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.33K
+ 191.76%
$27.54 - $83.04 $202K - $608K
11.1K $308K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8
+ 0.11%
$77.02 - $78.58 $616 - $629
7.02K $542K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15
+ 0.23%
$113.92 - $127.38 $1.71K - $1.91K
6.46K $743K
F
Ford Motor CO

Consumer Cyclical
282
+ 1.34%
$9.69 - $11.4 $2.73K - $3.21K
21.3K $210K
JNJ
Johnson & Johnson

Healthcare
89
+ 4.65%
$143.34 - $165.86 $12.8K - $14.8K
2K $289K
SPSB
Spdr Portfolio Short Term Corp

ETFs
125
+ 0.16%
$29.77 - $30.19 $3.72K - $3.77K
77.5K $2.32M
GUNR
Flexshares Tr Morningstar Glob

ETFs
21
+ 0.34%
$36.15 - $41.9 $759 - $880
6.25K $227K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
532
+ 0.79%
$48.33 - $49.08 $25.7K - $26.1K
68.2K $3.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39
+ 0.3%
$96.64 - $101.23 $3.77K - $3.95K
12.9K $1.25M
DFAE
Dimensional ETF Tr

ETFs
50
+ 0.07%
$25.36 - $28.15 $1.27K - $1.41K
69.7K $1.77M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
105K
+ 6.8%
$26.16 - $28.82 $2.74M - $3.01M
1.64M $43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.95K
+ 0.97%
$77.86 - $79.27 $463K - $472K
621K $48.4M
DFIS
Dimensional ETF Tr Dimensional

ETFs
62.2K
+ 6.53%
$24.25 - $26.7 $1.51M - $1.66M
1.01M $24.9M
VNQI
Vanguard Global Ex U.S. Real

ETFs
7.58K
+ 5.82%
$39.22 - $47.52 $297K - $360K
138K $5.45M
VOE
Vanguard Mid Cap Value Index F

ETFs
918
+ 0.58%
$160.89 - $176.18 $148K - $162K
160K $25.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
186K
+ 175.49%
$25.79 - $80.4 $4.81M - $15M
293K $7.63M
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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