Treasure Coast Financial Planning

Treasure Coast Financial Planning as of Dec. 31, 2021

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 32 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 15.3 $20M 338k 58.45
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.7 $15M 413k 36.48
Spdr Ser Tr Portfli Tips Etf (SPIP) 8.0 $10M 329k 31.50
Ssga Active Etf Tr Blackstone Senr (SRLN) 7.7 $10M 219k 45.63
Spdr Ser Tr Bloomberg Invt (FLRN) 7.6 $9.9M 323k 30.59
Invesco Actively Managed Etf Total Return (GTO) 7.6 $9.8M 174k 56.36
Pimco Etf Tr Active Bd Etf (BOND) 6.3 $8.2M 75k 109.41
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 4.4 $5.7M 116k 48.84
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.2 $5.4M 129k 42.00
Vanguard Index Fds Total Stk Mkt (VTI) 3.9 $5.1M 21k 241.45
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.5 $4.6M 85k 53.96
Ishares Tr Select Divid Etf (DVY) 3.1 $4.1M 33k 122.60
Franklin Templeton Etf Tr Ftse Europe (FLEE) 3.0 $3.8M 131k 29.38
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.1 $2.7M 61k 44.70
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 2.0 $2.6M 40k 64.36
First Tr Exch Trd Alphdx Germany Alpha (FGM) 1.9 $2.5M 46k 53.68
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.3 $1.7M 27k 63.57
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.1 $1.4M 23k 60.07
Apple (AAPL) 0.8 $1.0M 5.6k 177.61
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.6 $819k 8.1k 100.56
Spdr Ser Tr Bloomberg Conv (CWB) 0.6 $796k 9.6k 82.98
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.6 $721k 17k 43.08
Exxon Mobil Corporation (XOM) 0.4 $527k 8.6k 61.22
Duke Energy Corp Com New (DUK) 0.4 $459k 4.4k 104.94
Home Depot (HD) 0.3 $421k 1.0k 414.78
Microsoft Corporation (MSFT) 0.3 $345k 1.0k 336.26
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.3 $338k 6.7k 50.22
Invesco Actively Managed Etf S&p500 Downsid (PHDG) 0.3 $324k 8.5k 38.07
First Tr Stoxx European Sele Common Shs (FDD) 0.2 $266k 19k 14.41
Ishares Tr Msci Eafe Etf (EFA) 0.2 $258k 3.3k 78.71
Tesla Motors (TSLA) 0.2 $211k 200.00 1055.00
Abbvie (ABBV) 0.2 $203k 1.5k 135.33