Total Wealth Planning, LLC Reduced Holdings in Q3 2024

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-60.2K
- 8.93%
$76.94 - $79.54 $4.63M - $4.79M
615K $48.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-30.8K
- 16.96%
$51.02 - $52.74 $1.57M - $1.62M
151K $7.93M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-10.4K
- 11.85%
$29.58 - $30.31 $308K - $315K
77.4K $2.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
-517
- 44.61%
$517.38 - $573.86 $267K - $297K
642 $368K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.32K
- 7.29%
$48.06 - $49.39 $256K - $263K
67.6K $3.33M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-557
- 6.95%
$332.02 - $382.76 $185K - $213K
7.46K $2.8M
VT
Vanguard Total World Stk Index

ETFs
-1.88K
- 11.18%
$107.72 - $119.96 $202K - $225K
14.9K $1.79M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-2.94K
- 10.28%
$40.69 - $42.46 $120K - $125K
25.7K $1.09M
EFG
Msci Eafe Growth ETF

ETFs
-1.49K
- 9.9%
$96.84 - $108.77 $144K - $162K
13.5K $1.46M
EFV
Msci Eafe Value ETF

ETFs
-1.38K
- 22.83%
$51.72 - $57.96 $71.5K - $80.2K
4.68K $268K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.42K
- 5.69%
$49.77 - $51.95 $70.8K - $73.9K
23.6K $1.22M
IVV
Ishares Core S&P 500 ETF

ETFs
-76
- 6.53%
$520.18 - $576.82 $39.5K - $43.8K
1.09K $627K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-366
- 5.55%
$38.51 - $41.48 $14.1K - $15.2K
6.22K $256K
Dimensional ETF Trust
-2.36K
- 29.98%
N/A
5.52K $0
IEFA
Ishares Tr

ETFs
-127
- 2.95%
$70.09 - $78.74 $8.9K - $10K
4.17K $325K
IWN
Ishares Russell2000 Val ETF

ETFs
-97
- 4.1%
$150.05 - $171.34 $14.6K - $16.6K
2.27K $378K
DFAX
Dimensional ETF Tr
-5
- 0.04%
$24.29 - $27.25 $121 - $136
12K $323K
VEA
Vanguard Ftse Developed Market

ETFs
-120
- 1.46%
$47.6 - $53.31 $5.71K - $6.4K
8.11K $428K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-129
- 3.06%
$127.29 - $141.5 $16.4K - $18.3K
4.08K $569K
IWS
Ishares Russell Midcap Value E

ETFs
-127
- 3.15%
$119.52 - $132.25 $15.2K - $16.8K
3.91K $516K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-292
- 2.4%
$41.9 - $48.26 $12.2K - $14.1K
11.9K $568K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-105
- 2.13%
$111.9 - $124.28 $11.7K - $13K
4.83K $597K
DFAI
Dimensional ETF Tr

ETFs
-1.46K
- 3.23%
$28.69 - $32.06 $41.9K - $46.9K
43.8K $1.39M
AVLV
American Centy ETF Tr Avantis
-2.07K
- 3.24%
$60.05 - $65.83 $124K - $136K
61.8K $4.07M
AVUV
American Centy ETF Tr Avantis

ETFs
-543
- 3.12%
$88.24 - $99.7 $47.9K - $54.1K
16.9K $1.62M
RWO
Spdr Dow Jones Global Real Est

ETFs
-3.4K
- 9.12%
$41.23 - $48.48 $140K - $165K
33.9K $1.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-22
- 0.34%
$105.53 - $118.34 $2.32K - $2.6K
6.44K $753K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-253
- 1.95%
$85.03 - $94.56 $21.5K - $23.9K
12.7K $1.18M
IVE
Ishares S&P 500 Value ETF

ETFs
-457
- 4.26%
$181.06 - $197.17 $82.7K - $90.1K
10.3K $2.03M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-143
- 2.6%
$256.4 - $289.78 $36.7K - $41.4K
5.35K $1.52M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.79K
- 2.24%
$92.63 - $105.69 $166K - $190K
78.3K $8.16M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.5K
- 2.52%
$81.1 - $89.18 $121K - $133K
57.8K $5.07M
DFAE
Dimensional ETF Tr

ETFs
-280
- 0.4%
$24.46 - $27.82 $6.85K - $7.79K
69.6K $1.91M
AVEM
American Centy ETF Tr Avantis

ETFs
-5.31K
- 4.15%
$57.2 - $65.59 $304K - $348K
123K $7.92M
AVIV
American Centy ETF Tr Avantis
-2.37K
- 3.57%
$50.37 - $56.43 $119K - $134K
64K $3.59M
AAPL
Apple Inc.

Technology
-13
- 0.25%
$207.23 - $234.82 $2.69K - $3.05K
5.23K $1.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-131
- 0.28%
$71.45 - $75.64 $9.36K - $9.91K
47.2K $3.54M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.36K
- 2.55%
$38.51 - $41.69 $129K - $140K
128K $5.35M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.69K
- 3.97%
$77.23 - $87.97 $131K - $149K
40.9K $3.55M
DFAT
Dimensional ETF Tr U S Target

ETFs
-498
- 0.74%
$51.0 - $57.07 $25.4K - $28.4K
67K $3.72M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.4K
- 2.51%
$60.13 - $68.17 $84.2K - $95.4K
54.5K $3.69M
IGF
Ishares Global Infrastructure

ETFs
-3.73K
- 4.06%
$47.97 - $54.56 $179K - $204K
88.2K $4.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.63K
- 2.63%
$71.9 - $79.86 $189K - $210K
97.3K $7.73M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-9.41K
- 6.74%
$40.45 - $47.24 $381K - $444K
130K $6.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.96K
- 2.71%
$73.43 - $80.37 $217K - $238K
106K $8.54M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.51K
- 4.74%
$82.97 - $98.97 $291K - $347K
70.5K $6.87M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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