HoldingsChannel.com
Total Wealth Planning LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 443,559 -42,282 $35,086
     VCSH443,559-42,282$35,086
SCHWAB STRATEGIC TR 437,974 -84,773 $23,769
     SCHZ437,974-84,773$23,769
VANGUARD INDEX FDS (VTV) 193,599 +33,250 $17,242
     VTV193,599+33,250$17,242
VANGUARD INDEX FDS (VUG) 93,938 -1,132 $14,719
     VUG93,938-1,132$14,719
VANGUARD INDEX FDS (VBR) 88,945 +24,181 $7,898
     VBR88,945+24,181$7,898
SCHWAB STRATEGIC TR 149,119 -16,131 $6,602
     SCHV149,119-16,131$6,602
VANGUARD INDEX FDS (VOE) 80,335 +33,417 $6,530
     VOE80,335+33,417$6,530
SCHWAB STRATEGIC TR 77,696 -4,226 $6,188
     SCHG77,696-4,226$6,188
SPDR SER TR (MDYV) 137,968 -15,664 $4,865
     MDYV137,968-15,664$4,865
VANGUARD INDEX FDS (VBK) 27,790 +4,207 $4,177
     VBK27,790+4,207$4,177
SPDR SER TR (MDYG) 84,157 -12,833 $3,604
     MDYG84,157-12,833$3,604
VANGUARD INDEX FDS (VOT) 25,415 +7,280 $3,220
     VOT25,415+7,280$3,220
ISHARES TR (IVW) 14,974 +506 $2,472
     IVW14,974+506$2,472
SPDR SER TR (SLYV) 57,173 -12,609 $2,336
     SLYV57,173-12,609$2,336
VANGUARD INDEX FDS (VNQ) 31,824 +582 $2,223
     VNQ31,824+582$2,223
PROCTER & GAMBLE CO 15,214 -593 $1,674
     PG15,214-593$1,674
VANGUARD INTL EQUITY INDEX F (VNQI) 37,124 -50,377 $1,593
     VNQI37,124-50,377$1,593
ISHARES TR (IVE) 14,610 +4,463 $1,406
     IVE14,610+4,463$1,406
CHEVRON CORP NEW 15,922 -36 $1,154
     CVX15,922-36$1,154
SPDR SER TR (SLYG) 20,844 +584 $963
     SLYG20,844+584$963
VANGUARD BD INDEX FDS (BND) 11,063 -3,220 $944
     BND11,063-3,220$944
SPDR INDEX SHS FDS (SPGM) 22,361 +22,361 $752
     SPGM22,361+22,361$752
ISHARES TR (IGF) 21,801 -13,682 $745
     IGF21,801-13,682$745
ISHARES TR (IWF) 4,205 -38 $633
     IWF4,205-38$633
ISHARES TR (IWP) 3,965 +13 $482
     IWP3,965+13$482
SCHWAB STRATEGIC TR 8,508 -36 $440
     SCHO8,508-36$440
ISHARES TR (IWS) 6,689 -160 $429
     IWS6,689-160$429
ISHARES TR (IJJ) 3,692 +675 $405
     IJJ3,692+675$405
ISHARES TR (IJT) 2,611 -271 $360
     IJT2,611-271$360
ISHARES TR (IWN) 4,132 +1,340 $339
     IWN4,132+1,340$339
JOHNSON & JOHNSON 2,089 -55 $274
     JNJ2,089-55$274

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

Size ($ in 1000's)
At 03/31/2020: $153,746
At 12/31/2019: $187,521

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

Total Wealth Planning LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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