Treasure Coast Financial Planning

Treasure Coast Financial Planning as of June 30, 2022

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 32 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 14.7 $19M 408k 46.48
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.2 $13M 455k 28.84
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 9.7 $13M 131k 96.02
Spdr Ser Tr Bloomberg Invt (FLRN) 8.5 $11M 365k 30.11
Pimco Etf Tr Active Bd Etf (BOND) 7.9 $10M 107k 95.25
Spdr Ser Tr Portfli Tips Etf (SPIP) 7.2 $9.3M 338k 27.52
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 5.0 $6.4M 175k 36.82
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 4.7 $6.1M 293k 20.74
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 4.5 $5.8M 140k 41.29
Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.0 $5.2M 227k 22.81
Ishares Tr Select Divid Etf (DVY) 3.4 $4.4M 37k 117.66
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.3 $4.2M 117k 35.98
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.1 $4.1M 78k 52.09
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $3.9M 21k 188.61
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 2.2 $2.9M 54k 53.18
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 2.0 $2.6M 9.6k 267.88
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.6 $2.1M 51k 41.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.3M 26k 51.61
Apple (AAPL) 0.6 $805k 5.9k 136.70
Exxon Mobil Corporation (XOM) 0.5 $647k 7.6k 85.66
Duke Energy Corp Com New (DUK) 0.4 $471k 4.4k 107.19
Invesco Actively Managed Etf Total Return (GTO) 0.4 $465k 9.7k 48.14
Ishares Tr Msci Eafe Etf (EFA) 0.3 $407k 6.5k 62.53
Johnson & Johnson (JNJ) 0.3 $333k 1.9k 177.32
First Tr Exch Trd Alphdx Germany Alpha (FGM) 0.2 $290k 8.6k 33.77
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.2 $287k 9.2k 31.28
Home Depot (HD) 0.2 $278k 1.0k 273.89
Microsoft Corporation (MSFT) 0.2 $264k 1.0k 257.31
Abbvie (ABBV) 0.2 $230k 1.5k 153.33
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.2 $206k 4.2k 49.64
Nextera Energy (NEE) 0.2 $201k 2.6k 77.49
Calamos Lng/shrt Eq & Dyn (CPZ) 0.1 $172k 10k 16.54