Total Wealth Planning, LLC Portfolio Holdings
Total Wealth Planning, LLC
- $611 Million
- Q1 2025
Total Wealth Planning, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $611 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Us Aggregate Bond ETF with a value of $86.7M, Vanguard Value ETF with a value of $52M, Vanguard Growth ETF with a value of $52M, Vanguard Sht Term Corp Bd ETF with a value of $49.5M, and Dimensional ETF Tr Emerging Mk with a value of $46.5M.
Examining the 13F form we can see an increase of $6.86M in the current position value, from $604M to 611M.
Below you can find more details about Total Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$611 Million
ETFs: $594 Million
Consumer Defensive: $3.64 Million
Energy: $2.17 Million
Technology: $1.81 Million
Consumer Cyclical: $799,000
Financial Services: $483,000
Industrials: $454,000
Healthcare: $330,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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