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Total Wealth Planning, LLC

13F
Total Wealth Planning, LLC
Last update 2025-07-16 105 Stocks (15 new)
Value $791.00 Mil Turnover 13 %
Countries:
Total Wealth Planning, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHZ
Schwab US Aggregate Bond ETF
3,807,960
88,497.0
+1.61%
11.180
+0.18%
1.020
+1.25%
+3.34%
8,562.3
 
VUG
Vanguard Growth ETF
153,771
67,413.0
+9.61%
8.520
+0.75%
0.040
+27.48%
+9.52%
167,127.0
 
VTV
Vanguard Value ETF
317,036
56,033.0
+4.12%
7.080
+0.28%
0.040
+10.43%
+6.13%
132,881.1
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
1,818,416
53,970.6
+4.00%
6.820
+0.26%
0.960
+19.37%
+16.72%
5,736.5
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
613,194
48,748.9
-2.17%
6.160
-0.16%
0.140
+1.88%
+3.77%
35,004.9
 
DFIV
Dimensional International Value ETF
852,653
36,519.1
+1.62%
4.620
+0.07%
0.300
+12.55%
+22.98%
12,179.3
 
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
1,083,846
32,342.0
+1.23%
4.090
+0.05%
1.030
+16.23%
+23.73%
3,132.5
 
DFLV
Dimensional US Large Cap Value ETF
986,879
30,613.0
+12.01%
3.870
+0.41%
0.830
+11.22%
+5.02%
3,712.1
 
VOE
Vanguard Mid-Cap Value ETF
168,612
27,729.9
+2.97%
3.500
+0.10%
0.160
+11.04%
+4.56%
17,498.4
 
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
442,415
26,195.4
+11.47%
3.310
+0.34%
1.410
+15.78%
+0.23%
1,907.6
 

Total Wealth Planning, LLC's Historical Top Holdings Breakdowns

Total Wealth Planning, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LLY
Eli Lilly and Co
2025-06-30
New Buy
New Buy
+3.05%
713.71 ($777.85) 898.95
$771.71
-0.79%
New holding
31,003
31,003
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
Add
Add
+1.12%
75.17 ($86.2) 91.21
$93.77
8.78%
Add 599.47%
113,782
97,515
IWF
iShares Russell 1000 Growth ETF
2025-06-30
Add
Add
+1.12%
320.42 ($382.13) 424.58
$434.26
13.64%
Add 296.36%
27,951
20,899
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.75%
329.49 ($394.63) 438.4
$448.39
13.62%
Add 9.61%
153,771
13,478
GLD
SPDR Gold Shares ETF
2025-06-30
New Buy
New Buy
+0.72%
273.71 ($302.58) 316.29
$308.39
1.92%
New holding
18,751
18,751
IWD
iShares Russell 1000 Value ETF
2025-06-30
Add
Add
+0.54%
166.82 ($185.25) 194.23
$195.88
5.74%
Add 1356.27%
23,810
22,175
DFLV
Dimensional US Large Cap Value ETF
2025-06-30
Add
Add
+0.41%
26.9 ($29.62) 31.02
$31.26
5.54%
Add 12.01%
986,879
105,807
SCHD
Schwab US Dividend Equity ETF
2025-06-30
New Buy
New Buy
+0.41%
24.32 ($26.14) 27.96
$27.02
3.37%
New holding
122,266
122,266
IJT
ISHARES TRUST
2025-06-30
Add
Add
+0.35%
108.87 ($125.28) 133.04
$135.43
8.10%
Add 551.42%
24,148
20,441
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
2025-06-30
Add
Add
+0.34%
49.07 ($55.97) 59.23
$60.61
8.29%
Add 11.47%
442,415
45,531

Total Wealth Planning, LLC Total Holding History ($B)

To

Total Wealth Planning, LLC's Asset Allocation

To

Total Wealth Planning, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Total Wealth Planning, LLC's Hypothetical Growth since 2025-06-30

Total Wealth Planning, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Total Wealth Planning, LLC's Holdings Heat Map

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