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Total Wealth Planning, LLC

Q2 2019 Holdings

Filed 2019-08-06 | 34 holdings | $169.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$35.5K440,45821.0%
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$26.2K494,02415.5%
Vanguard Index FDS(VTV)VALUE ETF922908744$17.2K154,77810.1%
Vanguard Index FDS(VUG)GROWTH ETF922908736$15.5K94,6909.1%
Schwab Strategic TR(SCHV)US LCAP VA ETF808524409$8.9K158,3495.3%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$7.8K59,6514.6%
Spdr Series Trust(MDYV)S&P 400 MDCP VAL78464A839$7.1K138,9844.2%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$6.3K75,6823.7%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$5.4K48,1333.2%
Spdr Series Trust(MDYG)S&P 400 MDCP GRW78464A821$4.8K88,9812.9%
Vanguard Intl Equity Index F(VNQI)GLB EX US ETF922042676$4.6K77,7932.7%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$4.4K23,4812.6%
Spdr Series Trust(SLYV)S&P 600 SMCP VAL78464A300$3.7K60,5122.2%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$2.9K19,2731.7%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2.7K14,9961.6%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$2.7K30,3731.6%
Chevron Corp New(CVX)COM166764100$2.0K16,3371.2%
Procter and Gamble Co(PG)COM742718109$1.7K15,9391.0%
Ishares TR(IGF)GLB INFRASTR ETF464288372$1.6K35,1001.0%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$1.2K14,6570.7%
Ishares TR(IVE)S&P 500 VAL ETF464287408$1.2K10,2170.7%
Spdr Series Trust(SLYG)S&P 600 SMCP GRW78464A201$97015,9240.6%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$6704,2580.4%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$6327,0870.4%
Ishares TR(IWP)RUS MD CP GR ETF464287481$5673,9750.3%
Ishares TR(IJT)S&P SML 600 GWT464287887$5362,9400.3%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$4772,9900.3%
Ishares TR(EFG)EAFE GRWTH ETF464288885$3894,8180.2%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$3697,2850.2%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$3362,7910.2%
Johnson & Johnson(JNJ)COM478160104$3152,2620.2%
Ishares TR(IJK)S&P MC 400GR ETF464287606$2361,0430.1%
Ishares TR(IWO)RUS 2000 GRW ETF464287648$2251,1180.1%
Amerisourcebergen Corp(COR)COM03073E105$2202,5790.1%