$236 Million is the total value of Total Wealth Planning, LLC's 41 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ABC | New | AMERISOURCEBERGEN CORP | $202,000 | – | 1,709 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 23.9% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 16.5% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 12.0% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 10.6% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 5.1% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 5.1% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.3% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.2% |
SPDR SER TR | 20 | Q3 2023 | 4.5% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 3.2% |
View Total Wealth Planning, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-08 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-14 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-09 |
View Total Wealth Planning, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.