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Size ($ in 1000's)
At 03/31/2024: $581,820
At 12/31/2023: $551,485
Total Wealth Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Total Wealth Planning LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Total Wealth Planning LLC top holdings by largest position size, as per the latest 13f filing made by Total Wealth Planning LLC.
In the Total Wealth Planning LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Total Wealth Planning LLC in that top holding, then the share count change between reporting periods, and finally the Total Wealth Planning LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD SCOTTSDALE FDS (VCSH) |
774,365 |
-17,341 |
$59,866 | | VCSH | 774,365 | -17,341 | $59,866 | | SCHWAB STRATEGIC TR |
1,145,355 |
+166,999 |
$52,686 | | SCHZ | 1,145,355 | +166,999 | $52,686 | | VANGUARD INDEX FDS (VUG) |
143,810 |
-6,305 |
$49,499 | | VUG | 143,810 | -6,305 | $49,499 | | VANGUARD INDEX FDS (VTV) |
293,837 |
-4,762 |
$47,854 | | VTV | 293,837 | -4,762 | $47,854 | | DIMENSIONAL ETF TRUST (DFEM) |
1,333,939 |
+73,081 |
$34,002 | | DFEM | 1,333,939 | +73,081 | $34,002 | | DIMENSIONAL ETF TRUST (DFIV) |
650,579 |
+30,896 |
$23,909 | | DFIV | 650,579 | +30,896 | $23,909 | | VANGUARD INDEX FDS (VOE) |
152,368 |
+1,522 |
$23,756 | | VOE | 152,368 | +1,522 | $23,756 | | DIMENSIONAL ETF TRUST (DFIS) |
823,172 |
+39,980 |
$20,629 | | DFIS | 823,172 | +39,980 | $20,629 | | ISHARES TR (ICLN) |
1,384,316 |
+127,760 |
$19,353 | | ICLN | 1,384,316 | +127,760 | $19,353 | | VANGUARD INDEX FDS (VBR) |
94,939 |
-1,233 |
$18,217 | | VBR | 94,939 | -1,233 | $18,217 | | DIMENSIONAL ETF TRUST (DFLV) |
574,832 |
+79,145 |
$17,239 | | DFLV | 574,832 | +79,145 | $17,239 | | VANGUARD CHARLOTTE FDS (BNDX) |
329,628 |
+28,485 |
$16,214 | | BNDX | 329,628 | +28,485 | $16,214 | | VANGUARD INDEX FDS (VBK) |
60,613 |
-82 |
$15,803 | | VBK | 60,613 | -82 | $15,803 | | VANGUARD INDEX FDS (VOT) |
60,657 |
+186 |
$14,302 | | VOT | 60,657 | +186 | $14,302 | | ISHARES TR (IGSB) |
204,713 |
-10,519 |
$10,498 | | IGSB | 204,713 | -10,519 | $10,498 | | DIMENSIONAL ETF TRUST (DFSV) |
301,657 |
+21,942 |
$9,080 | | DFSV | 301,657 | +21,942 | $9,080 | | SCHWAB STRATEGIC TR |
115,983 |
-9,165 |
$8,812 | | SCHV | 115,983 | -9,165 | $8,812 | | SCHWAB STRATEGIC TR |
87,081 |
-11,015 |
$8,074 | | SCHG | 87,081 | -11,015 | $8,074 | | DIMENSIONAL ETF TRUST (DFGR) |
312,364 |
+58,767 |
$7,975 | | DFGR | 312,364 | +58,767 | $7,975 | | AMERICAN CENTY ETF TR (AVEM) |
137,295 |
-4,975 |
$7,958 | | AVEM | 137,295 | -4,975 | $7,958 | | SPDR SER TR (MDYV) |
102,463 |
-3,973 |
$7,787 | | MDYV | 102,463 | -3,973 | $7,787 | | VANGUARD INDEX FDS (VNQ) |
74,776 |
-572 |
$6,467 | | VNQ | 74,776 | -572 | $6,467 | | DIMENSIONAL ETF TRUST (DFUV) |
151,718 |
-17,722 |
$6,205 | | DFUV | 151,718 | -17,722 | $6,205 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
139,213 |
+270 |
$5,866 | | VNQI | 139,213 | +270 | $5,866 | | SPDR SER TR (MDYG) |
62,789 |
-5,048 |
$5,481 | | MDYG | 62,789 | -5,048 | $5,481 | | ISHARES TR (IVW) |
58,510 |
-7,326 |
$4,941 | | IVW | 58,510 | -7,326 | $4,941 | | PROCTER AND GAMBLE CO |
27,484 |
-722 |
$4,459 | | PG | 27,484 | -722 | $4,459 | | ISHARES TR (IGF) |
89,734 |
+3,352 |
$4,273 | | IGF | 89,734 | +3,352 | $4,273 | | AMERICAN CENTY ETF TR (AVLV) |
65,728 |
-7,684 |
$4,224 | | AVLV | 65,728 | -7,684 | $4,224 | | AMERICAN CENTY ETF TR (AVIV) |
70,605 |
-1,978 |
$3,818 | | AVIV | 70,605 | -1,978 | $3,818 | | DIMENSIONAL ETF TRUST (DFAT) |
68,801 |
-1,104 |
$3,745 | | DFAT | 68,801 | -1,104 | $3,745 | | ISHARES TR (SCZ) |
57,674 |
-2,457 |
$3,652 | | SCZ | 57,674 | -2,457 | $3,652 | | SPDR SER TR (SLYV) |
44,001 |
-1,834 |
$3,651 | | SLYV | 44,001 | -1,834 | $3,651 | | VANGUARD MALVERN FDS (VTIP) |
74,320 |
-2,913 |
$3,559 | | VTIP | 74,320 | -2,913 | $3,559 | | VANGUARD BD INDEX FDS (BND) |
46,800 |
-1,778 |
$3,399 | | BND | 46,800 | -1,778 | $3,399 | | SPDR SER TR (SPSB) |
109,351 |
-8,954 |
$3,255 | | SPSB | 109,351 | -8,954 | $3,255 | | ISHARES TR (IWF) |
8,582 |
-1,359 |
$2,893 | | IWF | 8,582 | -1,359 | $2,893 | | VANGUARD INTL EQUITY INDEX F (VT) |
21,268 |
-843 |
$2,350 | | VT | 21,268 | -843 | $2,350 | | ISHARES TR (IVE) |
10,757 |
UNCH |
$2,009 | | IVE | 10,757 | UNCH | $2,009 | | DIMENSIONAL ETF TRUST (DFAE) |
71,476 |
-350 |
$1,767 | | DFAE | 71,476 | -350 | $1,767 | | AMERICAN CENTY ETF TR (AVUV) |
17,782 |
-804 |
$1,666 | | AVUV | 17,782 | -804 | $1,666 | | SPDR INDEX SHS FDS (RWO) |
38,140 |
-288 |
$1,633 | | RWO | 38,140 | -288 | $1,633 | | ISHARES TR (EFG) |
14,882 |
-1,000 |
$1,545 | | EFG | 14,882 | -1,000 | $1,545 | | ISHARES TR (IWO) |
5,579 |
-494 |
$1,511 | | IWO | 5,579 | -494 | $1,511 | | DIMENSIONAL ETF TRUST (DFAI) |
46,242 |
-2,190 |
$1,397 | | DFAI | 46,242 | -2,190 | $1,397 | | ISHARES TR (SUB) |
12,426 |
-422 |
$1,301 | | SUB | 12,426 | -422 | $1,301 | | ISHARES TR (AGG) |
13,068 |
-494 |
$1,280 | | AGG | 13,068 | -494 | $1,280 | | ISHARES TR (IAGG) |
25,145 |
-475 |
$1,256 | | IAGG | 25,145 | -475 | $1,256 | | SPDR SER TR (SLYG) |
13,155 |
-1,033 |
$1,148 | | SLYG | 13,155 | -1,033 | $1,148 | | DIMENSIONAL ETF TRUST (DFIP) |
26,914 |
-743 |
$1,110 | | DFIP | 26,914 | -743 | $1,110 |
See Full List: All Stocks Held By Total Wealth Planning LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Total Wealth Planning LLC
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