Treasure Coast Financial Planning

Treasure Coast Financial Planning as of Dec. 31, 2022

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 38 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 13.8 $19M 392k 47.29
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.4 $14M 472k 29.69
Spdr Ser Tr Bloomberg Invt (FLRN) 9.8 $13M 430k 30.39
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 8.3 $11M 119k 94.26
Pimco Etf Tr Active Bd Etf (BOND) 7.7 $10M 115k 90.48
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 5.4 $7.2M 352k 20.49
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 5.1 $6.8M 176k 38.89
Spdr Ser Tr Portfli Tips Etf (SPIP) 4.4 $5.9M 230k 25.76
Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.3 $5.8M 242k 24.03
Ishares Tr Select Divid Etf (DVY) 3.5 $4.7M 39k 120.59
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 3.4 $4.6M 114k 40.20
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.4 $4.5M 80k 57.02
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.3 $4.4M 120k 36.97
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 2.3 $3.0M 11k 288.47
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 2.0 $2.7M 146k 18.45
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $2.6M 14k 191.18
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 1.2 $1.6M 28k 56.40
Spdr Ser Tr S&p Divid Etf (SDY) 1.1 $1.5M 12k 125.10
Invesco Actively Managed Etf Total Return (GTO) 1.0 $1.4M 30k 46.47
Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.0 $1.4M 22k 62.32
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $1.3M 28k 44.97
Spdr Ser Tr Bloomberg Emergi (EBND) 0.9 $1.2M 60k 20.57
Apple (AAPL) 0.6 $870k 6.7k 130.01
Exxon Mobil Corporation (XOM) 0.6 $804k 7.3k 110.30
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.6 $793k 23k 34.69
Duke Energy Corp Com New (DUK) 0.3 $456k 4.4k 103.07
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $403k 10k 39.56
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $334k 6.5k 51.73
Home Depot (HD) 0.2 $321k 1.0k 316.26
Johnson & Johnson (JNJ) 0.2 $317k 1.8k 176.50
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $261k 6.5k 40.25
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.2 $251k 7.8k 32.22
Microsoft Corporation (MSFT) 0.2 $246k 1.0k 239.77
Abbvie (ABBV) 0.2 $242k 1.5k 161.33
First Tr Value Line Divid In SHS (FVD) 0.2 $241k 6.0k 39.96
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.2 $228k 12k 19.36
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $211k 7.3k 28.87
Nextera Energy (NEE) 0.2 $206k 2.5k 83.77