All Stocks Held By Total Wealth Planning LLC

As of 03/31/2024, we find all stocks held by Total Wealth Planning LLC to be as follows, presented in the table below with each row detailing each Total Wealth Planning LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Total Wealth Planning LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Total Wealth Planning LLC as of the latest filing.

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
ISHARES TR (IVV)	1,986	+162	$1,044
IVV	1,986	+162	$1,044
APPLE INC	5,338	+121	$915
AAPL	5,338	+121	$915
CHEVRON CORP NEW	5,126	-120	$809
CVX	5,126	-120	$809
ISHARES TR (IJR)	6,747	+94	$746
IJR	6,747	+94	$746
INVESCO QQQ TR	1,610	-96	$715
QQQ	1,610	-96	$715
INVESCO EXCH TRD SLF IDX FD	33,637	UNCH	$705
BSCO	33,637	UNCH	$705
SPDR S&P 500 ETF TR (SPY)	1,276	+188	$668
SPY	1,276	+188	$668
ISHARES TR (IWP)	5,637	-331	$643
IWP	5,637	-331	$643
DIMENSIONAL ETF TRUST (DFAX)	23,500	-15,466	$598
DFAX	23,500	-15,466	$598
ISHARES TR (IWS)	4,768	+2	$598
IWS	4,768	+2	$598
ISHARES TR (IJT)	4,489	-28	$587
IJT	4,489	-28	$587
ISHARES TR (IJJ)	4,935	-363	$584
IJJ	4,935	-363	$584
VANGUARD INTL EQUITY INDEX F (VWO)	13,165	-2,959	$550
VWO	13,165	-2,959	$550
VANGUARD BD INDEX FDS (BSV)	7,006	+3	$537
BSV	7,006	+3	$537
VANGUARD SPECIALIZED FUNDS (VIG)	2,770	-9	$506
VIG	2,770	-9	$506
DIMENSIONAL ETF TRUST (DFAU)	13,764	-506	$503
DFAU	13,764	-506	$503
INVESCO EXCHANGE TRADED FD T (PBW)	21,084	-3,611	$486
PBW	21,084	-3,611	$486
VANGUARD TAX MANAGED FDS (VEA)	8,535	+180	$428
VEA	8,535	+180	$428
ISHARES TR (EFA)	5,232	UNCH	$418
EFA	5,232	UNCH	$418
ISHARES TR (IWN)	2,549	UNCH	$405
IWN	2,549	UNCH	$405
FIRST TR EXCHNG TRADED FD VI (UCON)	16,400	UNCH	$403
UCON	16,400	UNCH	$403
DIMENSIONAL ETF TRUST (DFAW)	6,584	+6,584	$389
DFAW	6,584	+6,584	$389
EXXON MOBIL CORP	3,315	+27	$385
XOM	3,315	+27	$385
ISHARES TR (IJK)	4,185	-106	$382
IJK	4,185	-106	$382
ISHARES TR (EFV)	6,667	UNCH	$363
EFV	6,667	UNCH	$363
TESLA INC	1,908	-16	$335
TSLA	1,908	-16	$335
VANGUARD INDEX FDS (VV)	1,396	-68	$335
VV	1,396	-68	$335
SCHWAB STRATEGIC TR	3,914	-50	$319
SCHM	3,914	-50	$319
ISHARES TR (IEFA)	4,200	UNCH	$312
IEFA	4,200	UNCH	$312
VANGUARD INDEX FDS (VB)	1,355	-191	$310
VB	1,355	-191	$310
JOHNSON & JOHNSON	1,909	-266	$302
JNJ	1,909	-266	$302
ISHARES TR (IWD)	1,635	UNCH	$293
IWD	1,635	UNCH	$293
AMAZON COM INC	1,575	-161	$284
AMZN	1,575	-161	$284
FORD MTR CO DEL	21,325	+536	$283
F	21,325	+536	$283
FLEXSHARES TR (GUNR)	6,628	+10	$272
GUNR	6,628	+10	$272
WISDOMTREE TR	4,103	UNCH	$268
DLS	4,103	UNCH	$268
GRAYSCALE BITCOIN TR BTC	3,955	+3,955	$250
GBTC	3,955	+3,955	$250
ISHARES TR (IWB)	784	UNCH	$226
IWB	784	UNCH	$226
HUMANA INC	622	UNCH	$216
HUM	622	UNCH	$216
URANIUM ENERGY CORP	10,000	UNCH	$68
UEC	10,000	UNCH	$68
ALMADEN MINERALS LTD	40,000	+0	$6
AAU	40,000	UNCH	$6

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
DFAW	+6,584	+$389
GBTC	+3,955	+$250

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
AAU	-40,000	-$6

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SCHZ	+166,999	+$7,075
ICLN	+127,760	-$212
DFLV	+79,145	+$3,831
DFEM	+73,081	+$2,531
DFGR	+58,767	+$1,387
DFIS	+39,980	+$1,699
DFIV	+30,896	+$2,617
BNDX	+28,485	+$1,348
DFSV	+21,942	+$935
IGF	+3,352	+$209

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DFUV	-17,722	-$102
VCSH	-17,341	-$1,388
DFAX	-15,466	-$354
SCHG	-11,015	-$64
IGSB	-10,519	-$538
SCHV	-9,165	+$39
SPSB	-8,954	-$268
AVLV	-7,684	-$16
IVW	-7,326	-$3

Total Wealth Planning LLC Info

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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