Total Wealth Planning, LLC Sells in Q2 2025

Total Wealth Planning, LLC

  • $744 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-13.6K
- 2.17%
$77.94 - $79.5 $1.06M - $1.08M
613K $48.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-12.6K
- 9.09%
$51.68 - $52.76 $651K - $665K
126K $6.65M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-10.6K
- 16.37%
$49.57 - $50.27 $525K - $533K
54.1K $2.72M
VT
Vanguard Total World Stk Index

ETFs
-4.47K
- 39.17%
$103.16 - $128.52 $462K - $575K
6.95K $892K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.53K
- 27.57%
$96.84 - $99.46 $342K - $351K
9.28K $920K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-8.08K
- 27.31%
$41.11 - $42.42 $332K - $343K
21.5K $899K
CVX
Chevron Corp

Energy
-121
- 1.09%
$133.73 - $168.51 $16.2K - $20.4K
10.9K $1.57M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-7.51K
- 9.84%
$29.82 - $30.19 $224K - $227K
68.8K $2.08M
IVV
Ishares Core S&P 500 ETF

ETFs
-395
- 36.31%
$498.8 - $620.9 $197K - $245K
693 $430K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.16K
- 1.68%
$79.79 - $91.42 $92.2K - $106K
67.6K $6.02M
RWO
Spdr Dow Jones Global Real Est

ETFs
-2.62K
- 8.94%
$38.85 - $45.0 $102K - $118K
26.7K $1.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.14K
- 16.24%
$77.74 - $78.78 $88.7K - $89.9K
5.89K $463K
DFAU
Dimensional ETF Tr

ETFs
-2.76K
- 21.74%
$34.04 - $42.36 $93.8K - $117K
9.92K $420K
EFV
Msci Eafe Value ETF

ETFs
-1.27K
- 27.25%
$52.4 - $64.65 $66.8K - $82.4K
3.4K $215K
SUB
Ishares Short Term National Mu

ETFs
-581
- 6.94%
$104.77 - $106.34 $60.9K - $61.8K
7.79K $828K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-837
- 7.62%
$22.92 - $28.05 $19.2K - $23.5K
10.1K $284K
CINF
Cincinnati Financial Corp

Financial Services
-23
- 1.31%
$126.6 - $151.6 $2.91K - $3.49K
1.73K $257K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-993
- 8.88%
$39.89 - $49.46 $39.6K - $49.1K
10.2K $504K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.98K
- 3.31%
$36.25 - $42.28 $144K - $168K
116K $4.92M
Dimensional ETF Trust
-1.18K
- 10.78%
N/A
9.8K $0
REET
Ishares Global Reit ETF

ETFs
-511
- 2.45%
$21.59 - $25.16 $11K - $12.9K
20.4K $503K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-393
- 10.71%
$59.57 - $75.11 $23.4K - $29.5K
3.28K $246K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-440
- 1.88%
$50.09 - $51.09 $22K - $22.5K
23K $1.17M
ICLN
Ishares

ETFs
-1.46K
- 9.33%
$10.56 - $13.31 $15.4K - $19.4K
14.2K $185K
DFAI
Dimensional ETF Tr

ETFs
-3.55K
- 8.46%
$28.02 - $34.71 $99.4K - $123K
38.4K $1.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-144
- 2.24%
$90.56 - $109.49 $13K - $15.8K
6.27K $685K
AMZN
Amazon Com Inc

Consumer Cyclical
-60
- 3.99%
$167.32 - $223.3 $10K - $13.4K
1.44K $316K
IWP
Ishares Russell Mid Cap Growth

ETFs
-447
- 9.96%
$104.34 - $138.68 $46.6K - $62K
4.04K $560K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.86K
- 2.91%
$44.8 - $53.97 $83.3K - $100K
62K $3.35M
IVE
Ishares S&P 500 Value ETF

ETFs
-11
- 0.12%
$168.34 - $195.42 $1.85K - $2.15K
9.08K $1.77M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-220
- 4.48%
$224.16 - $285.86 $49.3K - $62.9K
4.69K $1.34M
NVDA
Nvidia Corp

Technology
-163
- 6.83%
$94.31 - $157.99 $15.4K - $25.8K
2.23K $351K
TSLA
Tesla, Inc.

Consumer Cyclical
-27
- 1.36%
$221.86 - $362.89 $5.99K - $9.8K
1.96K $622K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-29
- 1.8%
$416.06 - $551.64 $12.1K - $16K
1.58K $872K
DFAE
Dimensional ETF Tr

ETFs
-1.38K
- 1.99%
$22.87 - $28.95 $31.5K - $39.9K
67.9K $1.96M
AVIV
American Centy ETF Tr Avantis
-1.38K
- 2.37%
$50.27 - $62.84 $69.3K - $86.6K
56.7K $3.53M
IGF
Ishares Global Infrastructure

ETFs
-1.66K
- 2.01%
$50.55 - $59.83 $83.9K - $99.3K
80.7K $4.78M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-273
- 0.5%
$70.44 - $86.87 $19.2K - $23.7K
53.9K $4.68M
IVW
Ishares S&P 500 Growth ETF

ETFs
-623
- 1.26%
$82.96 - $110.1 $51.7K - $68.6K
48.7K $5.37M
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
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