HoldingsChannel.com
Total Wealth Planning LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 457,362 +16,904 $37,069
     VCSH457,362+16,904$37,069
SCHWAB STRATEGIC TR 508,692 +14,668 $27,393
     SCHZ508,692+14,668$27,393
VANGUARD INDEX FDS (VTV) 159,818 +5,040 $17,839
     VTV159,818+5,040$17,839
VANGUARD INDEX FDS (VUG) 95,003 +313 $15,797
     VUG95,003+313$15,797
SCHWAB STRATEGIC TR 164,072 +5,723 $9,308
     SCHV164,072+5,723$9,308
VANGUARD INDEX FDS (VBR) 63,604 +3,953 $8,195
     VBR63,604+3,953$8,195
SPDR SERIES TRUST (MDYV) 150,924 +11,940 $7,745
     MDYV150,924+11,940$7,745
SCHWAB STRATEGIC TR 81,146 +5,464 $6,817
     SCHG81,146+5,464$6,817
VANGUARD INDEX FDS (VOE) 47,202 -931 $5,334
     VOE47,202-931$5,334
SPDR SERIES TRUST (MDYG) 95,097 +6,116 $5,109
     MDYG95,097+6,116$5,109
VANGUARD INTL EQUITY INDEX F (VNQI) 76,931 -862 $4,507
     VNQI76,931-862$4,507
VANGUARD INDEX FDS (VBK) 23,675 +194 $4,310
     VBK23,675+194$4,310
SPDR SERIES TRUST (SLYV) 69,174 +8,662 $4,238
     SLYV69,174+8,662$4,238
VANGUARD INDEX FDS (VNQ) 30,241 -132 $2,820
     VNQ30,241-132$2,820
VANGUARD INDEX FDS (VOT) 18,745 -528 $2,776
     VOT18,745-528$2,776
ISHARES TR (IVW) 14,968 -28 $2,695
     IVW14,968-28$2,695
PROCTER & GAMBLE CO 15,942 +3 $1,983
     PG15,942+3$1,983
CHEVRON CORP NEW 15,896 -441 $1,885
     CVX15,896-441$1,885
ISHARES TR (IGF) 35,374 +274 $1,644
     IGF35,374+274$1,644
ISHARES TR (IVE) 10,175 -42 $1,212
     IVE10,175-42$1,212
VANGUARD BD INDEX FD INC (BND) 14,072 -585 $1,188
     BND14,072-585$1,188
SPDR SERIES TRUST (SLYG) 19,455 +3,531 $1,159
     SLYG19,455+3,531$1,159
ISHARES TR (IWF) 4,258 UNCH $680
     IWF4,258UNCH$680
ISHARES TR (IWS) 6,919 -168 $621
     IWS6,919-168$621
ISHARES TR (IWP) 3,975 UNCH $562
     IWP3,975UNCH$562
ISHARES TR (IJT) 2,940 UNCH $524
     IJT2,940UNCH$524
ISHARES TR (IJJ) 2,990 UNCH $478
     IJJ2,990UNCH$478
SCHWAB STRATEGIC TR 8,543 +1,258 $432
     SCHO8,543+1,258$432
ISHARES TR (EFG) 4,818 UNCH $388
     EFG4,818UNCH$388
ISHARES TR (IWN) 2,791 UNCH $333
     IWN2,791UNCH$333
JOHNSON & JOHNSON 2,174 -88 $281
     JNJ2,174-88$281
ISHARES TR (IJK) 1,043 UNCH $233
     IJK1,043UNCH$233
ISHARES TR (IWO) 1,118 UNCH $215
     IWO1,118UNCH$215

See Full List: All Stocks Held By Total Wealth Planning LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Total Wealth Planning LLC

Size ($ in 1000's)
At 09/30/2019: $175,982
At 06/30/2019: $169,270

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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