Total Wealth Planning, LLC Portfolio Holdings
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
Total Wealth Planning, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $604 Million distributed in 93 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 $81M, Vanguard Growth ETF with a value of $56.7M, Vanguard Value ETF with a value of $50.6M, Vanguard Sht Term Corp Bd ETF with a value of $48.4M, and Dimensional ETF Tr Emerging Mk with a value of $43M.
Examining the 13F form we can see an decrease of $966K in the current position value, from $605M to 604M.
Below you can find more details about Total Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$604 Million
ETFs: $587 Million
Consumer Defensive: $3.67 Million
Technology: $2.24 Million
Energy: $1.91 Million
Consumer Cyclical: $1.35 Million
Industrials: $541,000
Healthcare: $289,000
Financial Services: $222,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|