$130 Million is the total value of Treasure Coast Financial Planning's 33 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $316,000 | -8.4% | 1,026 | 0.0% | 0.24% | -9.4% | |
| HD | HOME DEPOT INC | $304,000 | -27.8% | 1,015 | 0.0% | 0.23% | -28.5% | |
| FDD | FIRST TR STOXX EUROPEAN SELE | $245,000 | -7.9% | 18,456 | 0.0% | 0.19% | -8.7% | |
| ABBV | ABBVIE INC | $243,000 | +19.7% | 1,500 | 0.0% | 0.19% | +18.5% | |
| TSLA | TESLA INC | $216,000 | +2.4% | 200 | 0.0% | 0.17% | +1.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 8 | Q3 2023 | 16.2% |
| SPDR INDEX SHS FDS | 8 | Q3 2023 | 11.7% |
| PIMCO ETF TR | 8 | Q3 2023 | 9.8% |
| SPDR SER TR | 8 | Q3 2023 | 8.0% |
| PIMCO ETF TR | 8 | Q3 2023 | 9.7% |
| SSGA ACTIVE TR | 8 | Q3 2023 | 4.5% |
| FRANKLIN TEMPLETON ETF TR | 8 | Q3 2023 | 4.3% |
| SPDR INDEX SHS FDS | 8 | Q3 2023 | 3.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.9% |
| INVESCO ACTIVELY MANAGED ETF | 8 | Q3 2023 | 7.6% |
View Treasure Coast Financial Planning's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-15 |
View Treasure Coast Financial Planning'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.