Treasure Coast Financial Planning

Treasure Coast Financial Planning as of March 31, 2023

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 38 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 14.4 $21M 409k 50.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.5 $15M 468k 32.12
Pimco Etf Tr Active Bd Etf (BOND) 9.8 $14M 151k 92.75
Spdr Ser Tr Bloomberg Invt (FLRN) 9.5 $14M 445k 30.43
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 6.6 $9.5M 100k 94.88
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 5.3 $7.6M 367k 20.59
Spdr Ser Tr Portfli Tips Etf (SPIP) 4.9 $7.1M 265k 26.67
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.5 $6.5M 160k 40.72
Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.2 $6.1M 229k 26.57
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 3.6 $5.1M 125k 40.88
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.3 $4.8M 126k 37.77
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.3 $4.7M 82k 57.09
Spdr Ser Tr S&p Divid Etf (SDY) 2.9 $4.1M 33k 123.71
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.4 $3.5M 74k 47.36
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 1.8 $2.6M 138k 19.03
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $2.5M 12k 204.11
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 1.1 $1.6M 42k 38.03
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.0 $1.4M 49k 29.23
Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.0 $1.4M 21k 67.10
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 1.0 $1.4M 4.7k 291.68
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $1.3M 27k 48.15
Invesco Actively Managed Etf Total Return (GTO) 0.8 $1.2M 25k 47.20
Spdr Ser Tr Bloomberg Emergi (EBND) 0.8 $1.2M 55k 21.22
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.7 $1.0M 10k 99.61
Apple (AAPL) 0.7 $951k 5.8k 164.91
Exxon Mobil Corporation (XOM) 0.6 $799k 7.3k 109.66
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.4 $600k 26k 23.53
Duke Energy Corp Com New (DUK) 0.3 $427k 4.4k 96.47
Microsoft Corporation (MSFT) 0.2 $325k 1.1k 288.30
Home Depot (HD) 0.2 $300k 1.0k 295.12
Johnson & Johnson (JNJ) 0.2 $283k 1.8k 155.00
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $276k 7.3k 38.00
First Tr Value Line Divid In SHS (FVD) 0.2 $271k 6.8k 40.16
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.2 $271k 7.8k 34.76
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $244k 5.9k 41.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $241k 4.4k 55.22
Abbvie (ABBV) 0.2 $239k 1.5k 159.37
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.2 $237k 12k 20.16