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Total Wealth Planning, LLC13F | |
| Total Wealth Planning, LLC | |
| Last update 2025-04-16 | 91 Stocks (1 new) |
| Value $654.00 Mil | Turnover 3 % |
Total Wealth Planning, LLC Top Holdings of 2025-03-31
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| 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 | 3,747,793 | 86,798.9 | +5.00% | 13.280 | +0.63% | 1.010 | +1.54% | +3.27% | 8,506.2 | ||
VTV | Vanguard Value ETF | 304,494 | 52,598.2 | +1.96% | 8.050 | +0.15% | 0.040 | +9.29% | +6.46% | 132,268.8 | ||
VUG | Vanguard Growth ETF | 140,293 | 52,023.3 | +1.55% | 7.960 | +0.12% | 0.030 | +22.44% | +8.30% | 165,147.5 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 626,767 | 49,477.0 | +1.01% | 7.570 | +0.08% | 0.140 | +2.16% | +3.56% | 34,914.4 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 1,748,539 | 46,266.3 | +6.41% | 7.080 | +0.43% | 0.970 | +17.71% | +15.41% | 5,654.1 | ||
DFIV | Dimensional International Value ETF | 839,021 | 33,023.9 | +4.24% | 5.050 | +0.21% | 0.340 | +16.16% | +24.33% | 12,218.2 | ||
DFIS |
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
| 1,070,693 | 27,666.7 | +5.60% | 4.230 | +0.22% | 1.050 | +18.55% | +24.26% | 2,863.9 | ||
DFLV | Dimensional US Large Cap Value ETF | 881,072 | 26,934.4 | +7.71% | 4.120 | +0.29% | 0.820 | +10.77% | +5.86% | 3,688.2 | ||
VOE | Vanguard Mid-Cap Value ETF | 163,750 | 26,288.4 | +2.31% | 4.020 | +0.09% | 0.140 | +10.40% | +4.52% | 17,470.2 | ||
JMEE |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
| 396,884 | 22,217.5 | +18.29% | 3.400 | +0.53% | 1.330 | +15.97% | +0.64% | 1,889.6 |
Total Wealth Planning, LLC's Historical Top Holdings Breakdowns
Total Wealth Planning, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Add Add | +0.63% | 22.46 ($22.91) 23.26 | $22.96 | 0.24% | Add 5% | 3,747,793 | 178,624 | |
JMEE |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
| 2025-03-31 | Add Add | +0.53% | 54.51 ($59.77) 63.63 | $60.86 | 1.82% | Add 18.29% | 396,884 | 61,373 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.43% | 25.35 ($26.59) 27.46 | $29.90 | 12.45% | Add 6.41% | 1,748,539 | 105,384 | |
DFLV | Dimensional US Large Cap Value ETF | 2025-03-31 | Add Add | +0.29% | 29.56 ($30.89) 31.77 | $31.51 | 2.01% | Add 7.71% | 881,072 | 63,041 | |
DFIS |
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
| 2025-03-31 | Add Add | +0.22% | 23.92 ($25.57) 26.87 | $30.02 | 17.40% | Add 5.6% | 1,070,693 | 56,762 | |
DFIV | Dimensional International Value ETF | 2025-03-31 | Add Add | +0.21% | 35.33 ($38.16) 40.8 | $43.19 | 13.18% | Add 4.24% | 839,021 | 34,128 | |
DFGR | Dimensional Global Real Estate ETF | 2025-03-31 | Add Add | +0.21% | 24.73 ($26.06) 26.89 | $26.95 | 3.40% | Add 10.97% | 536,792 | 53,045 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.15% | 167.73 ($174.39) 179.21 | $178.22 | 2.20% | Add 1.96% | 304,494 | 5,841 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-03-31 | Add Add | +0.12% | 27.56 ($30.26) 32.1 | $30.77 | 1.69% | Add 7.09% | 408,451 | 27,033 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.12% | 369.1 ($404.54) 427.61 | $443.42 | 9.61% | Add 1.55% | 140,293 | 2,138 |
Total Wealth Planning, LLC Total Holding History ($B)
Total Wealth Planning, LLC's Asset Allocation
Total Wealth Planning, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Total Wealth Planning, LLC's Hypothetical Growth since 2025-03-31
Total Wealth Planning, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Total Wealth Planning, LLC's Holdings Heat Map
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Total Wealth Planning, LLC's Holdings Bubble Chart
Total Wealth Planning, LLC News
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