IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Total Wealth Planning, LLC

Q4 2018 Holdings

Filed 2019-02-14 | 30 holdings | $144.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$31.2K399,89921.6%
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$23.8K470,58016.5%
Vanguard Index FDS(VTV)VALUE ETF922908744$14.8K151,23310.3%
Vanguard Index FDS(VUG)GROWTH ETF922908736$13.4K99,9769.3%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$6.9K60,1784.8%
Schwab Strategic TR(SCHV)US LCAP VA ETF808524409$6.7K135,9344.6%
Spdr Series Trust(MDYV)S&P 400 MDCP VAL78464A839$5.5K122,8923.8%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$4.7K49,4763.3%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$4.4K64,1573.1%
Vanguard Intl Equity Index F(VNQI)GLB EX US ETF922042676$4.4K84,3083.1%
Spdr Series Trust(MDYG)S&P 400 MDCP GRW78464A821$3.8K82,4582.6%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$3.5K23,1142.4%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$2.6K34,7321.8%
Spdr Series Trust(SLYV)S&P 600 SMCP VAL78464A300$2.6K47,9651.8%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2.4K16,2291.7%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$2.4K20,1881.7%
Chevron Corp New(CVX)COM166764100$1.8K16,2281.2%
Procter and Gamble Co(PG)COM742718109$1.6K17,6341.1%
Ishares TR(IGF)GLB INFRASTR ETF464288372$1.5K38,8171.1%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$1.3K15,8850.9%
Ishares TR(IVE)S&P 500 VAL ETF464287408$1.1K10,5170.7%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$6104,6590.4%
Spdr Series Trust(SLYG)S&P 600 SMCP GRW78464A201$57610,6860.4%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$5667,4160.4%
Ishares TR(IJT)S&P SML 600 GWT464287887$4993,0900.3%
Ishares TR(IWP)RUS MD CP GR ETF464287481$4844,2540.3%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$4303,1120.3%
Ishares TR(EFG)EAFE GRWTH ETF464288885$3605,2180.2%
Johnson & Johnson(JNJ)COM478160104$3252,5170.2%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$3082,8620.2%