Treasure Coast Financial Planning

Treasure Coast Financial Planning as of June 30, 2023

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 35 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 14.5 $22M 395k 54.44
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.6 $16M 483k 32.54
Pimco Etf Tr Active Bd Etf (BOND) 9.5 $14M 153k 91.62
Spdr Ser Tr Bloomberg 3-12 M (BILS) 7.1 $11M 106k 99.46
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 6.5 $9.6M 333k 28.79
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 5.9 $8.8M 94k 93.74
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 5.1 $7.6M 369k 20.57
Spdr Ser Tr Portfli Tips Etf (SPIP) 4.8 $7.0M 273k 25.84
Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.1 $6.1M 228k 26.94
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 3.6 $5.4M 132k 40.93
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.6 $5.3M 136k 38.84
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.4 $5.0M 108k 46.60
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.3 $4.9M 114k 43.20
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.3 $4.9M 90k 53.91
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 2.2 $3.3M 86k 38.51
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $2.7M 12k 220.29
Spdr Ser Tr S&p Divid Etf (SDY) 1.7 $2.5M 21k 122.58
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 1.7 $2.5M 135k 18.46
Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.1 $1.6M 23k 69.17
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $1.4M 26k 52.11
Spdr Ser Tr Bloomberg Emergi (EBND) 0.8 $1.2M 54k 21.16
Apple (AAPL) 0.7 $1.1M 5.5k 193.98
Invesco Actively Managed Etf Total Return (GTO) 0.6 $928k 20k 46.46
Exxon Mobil Corporation (XOM) 0.5 $801k 7.5k 107.25
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $590k 6.4k 91.82
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.4 $590k 26k 23.13
Duke Energy Corp Com New (DUK) 0.3 $397k 4.4k 89.74
Microsoft Corporation (MSFT) 0.3 $383k 1.1k 340.54
Johnson & Johnson (JNJ) 0.2 $344k 2.1k 165.49
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $249k 5.9k 42.43
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.2 $248k 12k 21.02
First Tr Value Line Divid In SHS (FVD) 0.2 $245k 6.1k 40.09
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $225k 4.0k 56.09
Tesla Motors (TSLA) 0.1 $213k 813.00 261.77
Comscore 0.0 $9.3k 12k 0.81