Total Wealth Planning, LLC Sells in Q3 2025

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.15K
- 3.96%
$49.78 - $50.75 $107K - $109K
52K $2.63M
VT
Vanguard Total World Stk Index

ETFs
-1.1K
- 15.85%
$128.41 - $138.03 $141K - $152K
5.85K $805K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.82K
- 1.44%
$52.39 - $53.11 $95.3K - $96.7K
124K $6.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
-435
- 10.76%
$137.51 - $145.26 $59.8K - $63.2K
3.61K $513K
SUB
Ishares Short Term National Mu

ETFs
-328
- 4.21%
$106.17 - $107.3 $34.8K - $35.2K
7.46K $796K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.04K
- 10.22%
$28.15 - $30.13 $29.2K - $31.2K
9.11K $269K
DFAU
Dimensional ETF Tr

ETFs
-920
- 9.27%
$42.42 - $45.96 $39K - $42.3K
9K $412K
ICLN
Ishares

ETFs
-2.63K
- 18.55%
$13.22 - $15.48 $34.7K - $40.7K
11.5K $178K
Dimensional ETF Trust
-2.34K
- 23.85%
N/A
7.47K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-35
- 5.34%
$617.65 - $666.84 $21.6K - $23.3K
620 $413K
RWO
Spdr Dow Jones Global Real Est

ETFs
-607
- 2.27%
$43.53 - $46.27 $26.4K - $28.1K
26.1K $1.19M
REET
Ishares Global Reit ETF

ETFs
-49
- 0.24%
$24.45 - $25.91 $1.2K - $1.27K
20.3K $519K
JNJ
Johnson & Johnson

Healthcare
-267
- 13.18%
$155.17 - $185.42 $41.4K - $49.5K
1.76K $326K
DFAI
Dimensional ETF Tr

ETFs
-1.37K
- 3.56%
$34.05 - $36.55 $46.5K - $50K
37K $1.35M
DFAE
Dimensional ETF Tr

ETFs
-4.94K
- 7.28%
$28.84 - $31.84 $142K - $157K
62.9K $1.98M
VEA
Vanguard Ftse Developed Market

ETFs
-92
- 1.02%
$56.02 - $60.3 $5.15K - $5.55K
8.9K $533K
IWS
Ishares Russell Midcap Value E

ETFs
-33
- 0.86%
$132.83 - $140.61 $4.38K - $4.64K
3.82K $533K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-12
- 0.09%
$63.41 - $69.69 $761 - $836
13.2K $902K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-18
- 1.14%
$546.99 - $602.2 $9.85K - $10.8K
1.56K $938K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-309
- 1.72%
$87.69 - $96.0 $27.1K - $29.7K
17.7K $1.67M
IVE
Ishares S&P 500 Value ETF

ETFs
-40
- 0.44%
$194.44 - $206.51 $7.78K - $8.26K
9.04K $1.87M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.47K
- 7.11%
$108.97 - $121.65 $378K - $422K
45.3K $5.47M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.52K
- 2.82%
$87.07 - $93.06 $132K - $141K
52.4K $4.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-243
- 0.36%
$88.47 - $93.24 $21.5K - $22.7K
67.3K $6.15M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.47K
- 0.99%
$45.22 - $48.34 $66.3K - $70.9K
146K $6.99M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.38K
- 2.04%
$41.91 - $44.87 $99.5K - $107K
114K $5.09M
IWN
Ishares Russell2000 Val ETF

ETFs
-29
- 0.3%
$157.1 - $178.94 $4.56K - $5.19K
9.73K $1.72M
AVEM
American Centy ETF Tr Avantis

ETFs
-7.94K
- 6.62%
$68.33 - $75.41 $542K - $599K
112K $8.42M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.77K
- 4.32%
$79.39 - $90.39 $141K - $160K
39.3K $3.48M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.37K
- 2.32%
$78.88 - $85.2 $187K - $202K
99.7K $8.32M
AVIV
American Centy ETF Tr Avantis
-1.26K
- 2.22%
$61.83 - $67.44 $78K - $85.1K
55.5K $3.74M
AVLV
American Centy ETF Tr Avantis
-1.07K
- 1.46%
$68.33 - $72.69 $73.1K - $77.8K
72K $5.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
-428
- 0.69%
$53.36 - $59.69 $22.8K - $25.5K
61.6K $3.58M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-16.3K
- 5.43%
$28.92 - $32.19 $470K - $524K
284K $9.05M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.85K
- 0.91%
$27.61 - $29.15 $78.7K - $83.1K
310K $9.02M
VOT
Vanguard Mid Cap Growth Index

ETFs
-205
- 0.31%
$282.75 - $294.19 $58K - $60.3K
64.9K $19.1M
VUG
Vanguard Growth ETF

ETFs
-5.84K
- 3.8%
$433.97 - $484.08 $2.53M - $2.83M
148K $70.9M
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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