Total Wealth Planning, LLC Reduced Holdings in Q1 2025

Total Wealth Planning, LLC

  • $611 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-14.8K
- 4.73%
$24.91 - $29.02 $369K - $430K
298K $7.47M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.08K
- 4.04%
$92.45 - $106.69 $192K - $222K
49.4K $4.57M
VOT
Vanguard Mid Cap Growth Index

ETFs
-134
- 0.21%
$237.72 - $276.98 $31.9K - $37.1K
63.9K $15.6M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.28K
- 2.33%
$75.47 - $84.24 $172K - $192K
95.5K $7.33M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.06K
- 1.92%
$77.91 - $92.26 $82.4K - $97.6K
54.2K $4.3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-957
- 2.44%
$77.33 - $90.16 $74K - $86.3K
38.2K $2.98M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-218
- 3.0%
$360.07 - $417.26 $78.5K - $91K
7.05K $2.54M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.77K
- 2.7%
$50.44 - $58.1 $89.4K - $103K
63.9K $3.29M
AAPL
Apple Inc.

Technology
-688
- 11.81%
$209.68 - $247.1 $144K - $170K
5.14K $1.14M
VT
Vanguard Total World Stk Index

ETFs
-2.44K
- 17.57%
$115.08 - $123.97 $280K - $302K
11.4K $1.32M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-262
- 5.06%
$254.58 - $302.92 $66.7K - $79.4K
4.91K $1.27M
AVUV
American Centy ETF Tr Avantis

ETFs
-138
- 0.84%
$84.95 - $100.62 $11.7K - $13.9K
16.3K $1.42M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.68K
- 2.97%
$39.96 - $43.3 $147K - $159K
120K $4.92M
RWO
Spdr Dow Jones Global Real Est

ETFs
-3.88K
- 11.69%
$41.41 - $45.24 $161K - $175K
29.3K $1.27M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.65K
- 3.25%
$51.52 - $52.37 $240K - $244K
139K $7.26M
AVLV
American Centy ETF Tr Avantis
-841
- 1.4%
$63.51 - $70.42 $53.4K - $59.2K
59.2K $3.86M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-332
- 2.34%
$80.73 - $94.96 $26.8K - $31.5K
13.9K $1.14M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-7.44K
- 2.54%
$25.77 - $27.6 $192K - $205K
285K $7.51M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-520
- 3.99%
$58.81 - $68.2 $30.6K - $35.5K
12.5K $746K
NOC
Northrop Grumman Corp

Industrials
-267
- 23.14%
$433.45 - $513.82 $116K - $137K
887 $454K
AMZN
Amazon Com Inc

Consumer Cyclical
-154
- 9.29%
$190.26 - $242.06 $29.3K - $37.3K
1.5K $285K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38
- 0.59%
$102.49 - $119.96 $3.89K - $4.56K
6.42K $667K
MSFT
Microsoft Corp

Technology
-47
- 4.07%
$375.39 - $447.2 $17.6K - $21K
1.11K $415K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.41K
- 5.0%
$48.43 - $49.9 $165K - $170K
64.7K $3.23M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-139
- 3.61%
$121.0 - $142.28 $16.8K - $19.8K
3.71K $457K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-978
- 27.73%
$74.85 - $84.89 $73.2K - $83K
2.55K $210K
IWP
Ishares Russell Mid Cap Growth

ETFs
-74
- 1.62%
$114.9 - $139.6 $8.5K - $10.3K
4.49K $528K
DFAU
Dimensional ETF Tr

ETFs
-382
- 2.92%
$37.84 - $42.29 $14.5K - $16.2K
12.7K $484K
AVEM
American Centy ETF Tr Avantis

ETFs
-3.36K
- 2.82%
$57.11 - $62.4 $192K - $209K
116K $6.95M
ICLN
Ishares

ETFs
-3.53K
- 18.43%
$10.94 - $11.86 $38.6K - $41.8K
15.6K $180K
REET
Ishares Global Reit ETF

ETFs
-1.54K
- 6.85%
$23.24 - $25.16 $35.7K - $38.6K
20.9K $503K
IWS
Ishares Russell Midcap Value E

ETFs
-121
- 3.29%
$122.59 - $135.24 $14.8K - $16.4K
3.56K $445K
VB
Vanguard Small Cap ETF

ETFs
-24
- 1.76%
$217.89 - $252.64 $5.23K - $6.06K
1.34K $296K
SPY
Spdr S&P 500 ETF Trust

ETFs
-24
- 4.2%
$551.42 - $612.93 $13.2K - $14.7K
548 $306K
PG
Procter & Gamble CO

Consumer Defensive
-492
- 2.25%
$158.56 - $176.26 $78K - $86.7K
21.4K $3.64M
VIG
Vanguard Dividend Appreciation

ETFs
-131
- 4.89%
N/A
2.55K $464K
DFAX
Dimensional ETF Tr
-1.5K
- 12.49%
$24.45 - $27.2 $36.6K - $40.7K
10.5K $276K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-168
- 1.51%
$25.58 - $29.24 $4.3K - $4.91K
11K $287K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.2K
- 1.55%
$29.82 - $30.1 $35.8K - $36.2K
76.3K $2.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-634
- 5.36%
$42.5 - $46.71 $26.9K - $29.6K
11.2K $506K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-90
- 0.38%
$49.42 - $50.43 $4.45K - $4.54K
23.4K $1.17M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-217
- 5.58%
$61.2 - $68.24 $13.3K - $14.8K
3.67K $245K
EFG
Msci Eafe Growth ETF

ETFs
-763
- 3.57%
$96.1 - $106.37 $73.3K - $81.2K
20.6K $2.08M
VNQ
Vanguard Specialized Funds Van

ETFs
-367
- 0.53%
$85.55 - $94.34 $31.4K - $34.6K
68.7K $6.16M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-135
- 1.04%
$95.85 - $99.25 $12.9K - $13.4K
12.8K $1.26M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.72K
- 5.06%
$59.28 - $66.1 $161K - $180K
51K $3.28M
VEA
Vanguard Ftse Developed Market

ETFs
-80
- 1.04%
$47.4 - $52.99 $3.79K - $4.24K
7.61K $390K
DFAE
Dimensional ETF Tr

ETFs
-431
- 0.62%
$24.64 - $26.86 $10.6K - $11.6K
69.2K $1.8M
DFAI
Dimensional ETF Tr

ETFs
-1.87K
- 4.27%
$28.88 - $32.4 $53.9K - $60.5K
41.9K $1.32M
Activity Summary
Buys All Purchases 27 New Holdings 1 Increased Positions 26 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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