The Analysis of Total Wealth Planning, LLC's Holdings

Currently, Total Wealth Planning, LLC holds 39 types of securities in its portfolio with a total value $46.7M. In the most recent quarter, they have decreased their positions in SCHZ (-3.9M shares, valued at $91.6M), VUG (-139.1K shares, valued at $67.9M), VTV (-303.4K shares, valued at $57.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHZ SCHWAB STRATEGIC TR216.5K shares-94.77%2025-12-312026-02-13

VUG VANGUARD INDEX FDS8.8K shares-94.03%2025-12-312026-02-13

VTV VANGUARD INDEX FDS20.2K shares-93.76%2025-12-312026-02-13

DFEM DIMENSIONAL ETF TRUST100.3K shares-94.56%2025-12-312026-02-13

VCSH VANGUARD SCOTTSDALE FDS41.1K shares-93.65%2025-12-312026-02-13

DFIV DIMENSIONAL ETF TRUST45.1K shares-94.88%2025-12-312026-02-13

BNDX VANGUARD CHARLOTTE FDS46.0K shares-88.84%2025-12-312026-02-13

DFLV DIMENSIONAL ETF TRUST64.6K shares-93.89%2025-12-312026-02-13

Sponsored

DFIS DIMENSIONAL ETF TRUST62.2K shares-94.53%2025-12-312026-02-13

VOE VANGUARD INDEX FDS9.9K shares-94.30%2025-12-312026-02-13

JMEE J P MORGAN EXCHANGE TRADED F25.3K shares-94.68%2025-12-312026-02-13

VBK VANGUARD INDEX FDS4.3K shares-93.67%2025-12-312026-02-13

VBR VANGUARD INDEX FDS5.9K shares-94.61%2025-12-312026-02-13

VOT VANGUARD INDEX FDS4.0K shares-93.82%2025-12-312026-02-13

DFSV DIMENSIONAL ETF TRUST32.6K shares-93.61%2025-12-312026-02-13

DFGR DIMENSIONAL ETF TRUST30.2K shares-95.08%2025-12-312026-02-13

Sponsored

SCHG SCHWAB STRATEGIC TR22.9K shares-91.92%2025-12-312026-02-13

VNQI VANGUARD INTL EQUITY INDEX F16.1K shares-89.00%2025-12-312026-02-13

AVEM AMERICAN CENTY ETF TR7.7K shares-93.15%2025-12-312026-02-13

IGSB ISHARES TR10.2K shares-91.75%2025-12-312026-02-13

MDYV SPDR SERIES TRUST6.0K shares-93.99%2025-12-312026-02-13

IWF ISHARES TR1.1K shares-96.71%2025-12-312026-02-13

BND VANGUARD BD INDEX FDS6.7K shares-89.04%2025-12-312026-02-13

SCHV SCHWAB STRATEGIC TR16.1K shares-94.79%2025-12-312026-02-13

Sponsored

AVIV AMERICAN CENTY ETF TR6.5K shares-88.24%2025-12-312026-02-13

DFAT DIMENSIONAL ETF TRUST7.4K shares-88.02%2025-12-312026-02-13

BSV VANGUARD BD INDEX FDS5.3K shares-22.42%2025-12-312026-02-13

VNQ VANGUARD INDEX FDS4.5K shares-93.35%2025-12-312026-02-13

IGF ISHARES TR6.0K shares-92.63%2025-12-312026-02-13

SCZ ISHARES TR4.4K shares-94.78%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS5.0K shares-43.27%2025-12-312026-02-13

IEFA ISHARES TR3.4K shares-89.67%2025-12-312026-02-13

Sponsored

AAPL APPLE INC1.0K shares-83.93%2025-12-312026-02-13

AVUV AMERICAN CENTY ETF TR2.6K shares-97.92%2025-12-312026-02-13

IVW ISHARES TR2.0K shares-95.52%2025-12-312026-02-13

SLYV SPDR SERIES TRUST2.7K shares-93.04%2025-12-312026-02-13

MDYG SPDR SERIES TRUST2.5K shares-95.14%2025-12-312026-02-13

EFG ISHARES TR2.0K shares-91.21%2025-12-312026-02-13

UEC URANIUM ENERGY CORP10.0K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available