Total Wealth Planning, LLC Sells in Q4 2024

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICLN
Ishares

ETFs
-1.49M
- 98.73%
$11.35 - $14.51 $16.9M - $21.6M
19.1K $217K
VTV
Vanguard Value ETF

ETFs
-731
- 0.24%
$168.32 - $181.87 $123K - $133K
299K $50.6M
AVEM
American Centy ETF Tr Avantis

ETFs
-3.64K
- 2.97%
$58.59 - $66.14 $213K - $240K
119K $6.99M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.43K
- 2.02%
$87.85 - $98.6 $125K - $141K
69.1K $6.15M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-7.28K
- 4.83%
$51.54 - $52.55 $375K - $382K
143K $7.41M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.3K
- 1.32%
$197.36 - $217.3 $256K - $281K
97K $19.2M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-705
- 1.29%
$60.13 - $67.31 $42.4K - $47.5K
53.7K $3.27M
AVIV
American Centy ETF Tr Avantis
-1.67K
- 2.61%
$51.24 - $55.81 $85.5K - $93.1K
62.3K $3.23M
IGF
Ishares Global Infrastructure

ETFs
-3.16K
- 3.58%
$51.2 - $55.7 $162K - $176K
85K $4.45M
SUB
Ishares Short Term National Mu

ETFs
-2.64K
- 24.1%
$104.94 - $106.2 $277K - $280K
8.31K $876K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.6K
- 4.49%
$86.65 - $94.9 $225K - $246K
55.2K $4.8M
PG
Procter & Gamble CO

Consumer Defensive
-829
- 3.65%
$161.05 - $179.7 $134K - $149K
21.9K $3.67M
RWO
Spdr Dow Jones Global Real Est

ETFs
-710
- 2.09%
$42.41 - $47.31 $30.1K - $33.6K
33.2K $1.42M
VT
Vanguard Total World Stk Index

ETFs
-1.07K
- 7.16%
$117.09 - $123.07 $125K - $132K
13.9K $1.63M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.73K
- 4.22%
$84.34 - $95.14 $146K - $164K
39.2K $3.42M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.2K
- 25.45%
$75.1 - $82.99 $90.4K - $99.9K
3.53K $266K
DFAI
Dimensional ETF Tr

ETFs
-2
- -0.0%
$29.0 - $31.6 $58 - $63.2
43.8K $1.28M
IVE
Ishares S&P 500 Value ETF

ETFs
-42
- 0.41%
$189.5 - $206.17 $7.96K - $8.66K
10.2K $1.95M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.31K
- 1.96%
$54.54 - $61.04 $71.4K - $79.9K
65.6K $3.65M
VEA
Vanguard Ftse Developed Market

ETFs
-420
- 5.18%
$47.57 - $52.44 $20K - $22K
7.69K $367K
AVLV
American Centy ETF Tr Avantis
-1.77K
- 2.86%
$65.51 - $71.22 $116K - $126K
60K $4.01M
AMZN
Amazon Com Inc

Consumer Cyclical
-584
- 26.06%
$180.88 - $232.93 $106K - $136K
1.66K $363K
VV
Vanguard Large Cap ETF

ETFs
-229
- 16.4%
$260.27 - $280.65 $59.6K - $64.3K
1.17K $314K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-238
- 5.83%
$134.53 - $150.65 $32K - $35.9K
3.85K $520K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-74
- 0.31%
$49.87 - $52.46 $3.69K - $3.88K
23.5K $1.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-61
- 0.51%
$44.04 - $49.49 $2.69K - $3.02K
11.8K $520K
IWS
Ishares Russell Midcap Value E

ETFs
-223
- 5.71%
$128.08 - $140.32 $28.6K - $31.3K
3.68K $476K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-217
- 5.29%
$62.71 - $68.47 $13.6K - $14.9K
3.89K $244K
AVUV
American Centy ETF Tr Avantis

ETFs
-456
- 2.7%
$94.37 - $106.41 $43K - $48.5K
16.4K $1.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
-70
- 10.9%
$567.81 - $607.81 $39.7K - $42.5K
572 $335K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-173
- 3.23%
$278.19 - $315.36 $48.1K - $54.6K
5.18K $1.49M
XOM
Exxon Mobil Corp

Energy
-56
- 2.39%
$105.51 - $125.37 $5.91K - $7.02K
2.28K $245K
CINF
Cincinnati Financial Corp

Financial Services
-246
- 13.72%
$132.86 - $160.16 $32.7K - $39.4K
1.55K $222K
DFAU
Dimensional ETF Tr

ETFs
-705
- 5.12%
$39.27 - $42.38 $27.7K - $29.9K
13.1K $528K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-29
- 0.7%
$90.66 - $99.46 $2.63K - $2.88K
4.13K $375K
NVDA
Nvidia Corp

Technology
-58
- 2.55%
$117.0 - $148.88 $6.79K - $8.64K
2.22K $297K
IWP
Ishares Russell Mid Cap Growth

ETFs
-27
- 0.59%
$116.4 - $138.52 $3.14K - $3.74K
4.56K $578K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-190
- 2.55%
$370.24 - $418.94 $70.3K - $79.6K
7.27K $2.92M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.05K
- 2.0%
$94.43 - $105.47 $99.3K - $111K
51.5K $5.22M
TSLA
Tesla, Inc.

Consumer Cyclical
-160
- 7.65%
$213.65 - $479.86 $34.2K - $76.8K
1.93K $779K
VUG
Vanguard Growth ETF

ETFs
-3.29K
- 2.33%
$378.79 - $428.11 $1.25M - $1.41M
138K $56.7M
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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