Treasure Coast Financial Planning

Treasure Coast Financial Planning as of Sept. 30, 2023

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 31 positions in its portfolio as reported in the September 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 $21M 398k 52.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.5 $15M 487k 31.01
Pimco Etf Tr Active Bd Etf (BOND) 9.0 $13M 148k 87.90
Spdr Ser Tr Bloomberg 3-12 M (BILS) 7.5 $11M 108k 99.43
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 7.2 $10M 113k 91.82
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 6.7 $9.7M 336k 28.72
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 6.0 $8.6M 92k 93.74
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 5.3 $7.6M 369k 20.67
Spdr Ser Tr Portfli Tips Etf (SPIP) 4.7 $6.8M 273k 24.84
Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.0 $5.8M 229k 25.46
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 3.7 $5.3M 132k 40.12
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.5 $5.0M 91k 55.72
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.4 $4.9M 109k 45.49
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 2.2 $3.1M 87k 36.11
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $2.6M 12k 212.42
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 1.7 $2.4M 135k 18.08
Spdr Ser Tr S&p Divid Etf (SDY) 1.7 $2.4M 21k 115.01
Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.0 $1.5M 23k 65.25
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $1.3M 26k 50.26
Spdr Ser Tr Bloomberg Emergi (EBND) 0.8 $1.1M 55k 19.83
Apple (AAPL) 0.7 $944k 5.5k 171.19
Invesco Actively Managed Etf Total Return (GTO) 0.6 $891k 20k 44.63
Exxon Mobil Corporation (XOM) 0.6 $878k 7.5k 117.58
Tesla Motors (TSLA) 0.5 $704k 2.8k 250.22
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.4 $588k 26k 23.08
Microsoft Corporation (MSFT) 0.2 $356k 1.1k 315.75
Johnson & Johnson (JNJ) 0.2 $324k 2.1k 155.76
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.2 $240k 12k 20.41
First Tr Value Line Divid In SHS (FVD) 0.2 $229k 6.1k 37.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $207k 3.9k 53.53
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.1 $205k 5.0k 41.19