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Total Wealth Planning, LLC

Q1 2019 Holdings

Filed 2019-05-15 | 34 holdings | $161.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$33.1K414,40420.4%
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$24.9K479,57715.4%
Vanguard Index FDS(VTV)VALUE ETF922908744$16.4K152,75710.2%
Vanguard Index FDS(VUG)GROWTH ETF922908736$15.5K99,0149.6%
Schwab Strategic TR(SCHV)US LCAP VA ETF808524409$8.2K149,1565.0%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$7.6K58,9914.7%
Spdr Series Trust(MDYV)S&P 400 MDCP VAL78464A839$6.6K130,5034.1%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$5.8K72,7693.6%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$5.2K48,2643.2%
Vanguard Intl Equity Index F(VNQI)GLB EX US ETF922042676$4.8K81,1663.0%
Spdr Series Trust(MDYG)S&P 400 MDCP GRW78464A821$4.6K87,5672.8%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$4.2K23,1462.6%
Spdr Series Trust(SLYV)S&P 600 SMCP VAL78464A300$3.2K53,0782.0%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$2.8K19,8461.8%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$2.8K32,2441.7%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2.7K15,8851.7%
Chevron Corp New(CVX)COM166764100$2.0K16,2851.2%
Procter and Gamble Co(PG)COM742718109$1.7K16,2951.0%
Ishares TR(IGF)GLB INFRASTR ETF464288372$1.6K36,4291.0%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$1.2K14,6470.7%
Ishares TR(IVE)S&P 500 VAL ETF464287408$1.2K10,3180.7%
Spdr Series Trust(SLYG)S&P 600 SMCP GRW78464A201$82513,8150.5%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$7054,6590.4%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$6337,2910.4%
Ishares TR(IWP)RUS MD CP GR ETF464287481$5604,1310.3%
Ishares TR(IJT)S&P SML 600 GWT464287887$5342,9940.3%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$4753,0260.3%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$3737,4350.2%
Ishares TR(EFG)EAFE GRWTH ETF464288885$3734,8180.2%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$3432,8620.2%
Johnson & Johnson(JNJ)COM478160104$3162,2620.2%
Ishares TR(IJK)S&P MC 400GR ETF464287606$2281,0420.1%
Ishares TR(IWO)RUS 2000 GRW ETF464287648$2201,1180.1%
Amerisourcebergen Corp(COR)COM03073E105$2052,5790.1%