Treasure Coast Financial Planning

Treasure Coast Financial Planning as of March 31, 2022

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 33 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 16.2 $21M 379k 55.58
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.3 $15M 429k 34.28
Ssga Active Etf Tr Blackstone Senr (SRLN) 8.8 $11M 254k 44.96
Spdr Ser Tr Portfli Tips Etf (SPIP) 7.7 $10M 331k 30.26
Invesco Actively Managed Etf Total Return (GTO) 6.5 $8.5M 162k 52.45
Spdr Ser Tr Bloomberg Invt (FLRN) 6.4 $8.3M 272k 30.49
Pimco Etf Tr Active Bd Etf (BOND) 5.5 $7.2M 70k 101.78
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.8 $6.3M 151k 41.75
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 4.5 $5.8M 127k 45.64
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.9 $5.1M 81k 62.78
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $4.7M 21k 227.65
Ishares Tr Select Divid Etf (DVY) 3.5 $4.5M 35k 128.14
Franklin Templeton Etf Tr Ftse Europe (FLEE) 3.1 $4.1M 151k 26.96
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.0 $3.9M 92k 42.07
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 2.3 $3.0M 48k 63.69
First Tr Exch Trd Alphdx Germany Alpha (FGM) 1.8 $2.3M 52k 43.88
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $1.6M 26k 59.73
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.0 $1.3M 23k 55.15
Apple (AAPL) 0.8 $1.0M 5.7k 174.66
Ishares Tr Msci Eafe Etf (EFA) 0.5 $715k 9.7k 73.59
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.5 $694k 2.3k 306.54
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.5 $635k 6.5k 97.57
Exxon Mobil Corporation (XOM) 0.5 $624k 7.6k 82.62
Duke Energy Corp Com New (DUK) 0.4 $491k 4.4k 111.74
Invesco Actively Managed Etf S&p500 Downsid (PHDG) 0.3 $435k 12k 36.15
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.3 $376k 9.7k 38.62
Microsoft Corporation (MSFT) 0.2 $316k 1.0k 307.99
Home Depot (HD) 0.2 $304k 1.0k 299.51
First Tr Stoxx European Sele Common Shs (FDD) 0.2 $245k 19k 13.27
Abbvie (ABBV) 0.2 $243k 1.5k 162.00
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) 0.2 $217k 7.2k 30.11
Tesla Motors (TSLA) 0.2 $216k 200.00 1080.00
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.2 $208k 4.2k 49.73