Total Wealth Planning, LLC Portfolio Holdings
Total Wealth Planning, LLC
- $558 Million
- Q2 2024
Total Wealth Planning, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $558 Million distributed in 89 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 $65.3M, Vanguard Sht Term Corp Bd ETF with a value of $52.1M, Vanguard Growth ETF with a value of $51.4M, Vanguard Value ETF with a value of $47.2M, and Dimensional ETF Tr Emerging Mk with a value of $38.2M.
Examining the 13F form we can see an increase of $1.57M in the current position value, from $556M to 558M.
Below you can find more details about Total Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$558 Million
ETFs: $542 Million
Consumer Defensive: $3.49 Million
Technology: $1.38 Million
Energy: $1.12 Million
Consumer Cyclical: $997,000
Healthcare: $511,000
Financial Services: $211,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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