Treasure Coast Financial Planning

Treasure Coast Financial Planning as of Dec. 31, 2023

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 30 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 21.6 $31M 529k 58.45
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.8 $17M 497k 34.01
Spdr Ser Tr Bloomberg 3-12 M (BILS) 7.3 $11M 106k 99.12
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 7.1 $10M 112k 91.39
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 6.8 $9.8M 336k 29.05
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 4.8 $6.9M 72k 94.76
Pimco Etf Tr Active Bd Etf (BOND) 4.6 $6.7M 72k 92.45
Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.4 $6.4M 226k 28.20
Spdr Ser Tr Portfli Tips Etf (SPIP) 4.0 $5.7M 223k 25.57
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.6 $5.2M 92k 56.65
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.6 $5.2M 109k 47.79
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 3.6 $5.1M 123k 41.94
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 2.5 $3.6M 89k 40.32
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 2.5 $3.6M 191k 18.59
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $2.9M 12k 237.23
Spdr Ser Tr S&p Divid Etf (SDY) 1.8 $2.6M 21k 124.97
Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.2 $1.7M 24k 71.47
Spdr Ser Tr Bloomberg Emergi (EBND) 1.1 $1.6M 75k 21.24
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $1.5M 26k 55.90
Invesco Actively Managed Etf Total Return (GTO) 0.8 $1.2M 25k 47.24
Apple (AAPL) 0.7 $1.1M 5.5k 192.52
Exxon Mobil Corporation (XOM) 0.5 $746k 7.5k 99.98
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $741k 7.4k 100.27
Tesla Motors (TSLA) 0.5 $699k 2.8k 248.48
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.4 $594k 26k 23.28
Microsoft Corporation (MSFT) 0.3 $423k 1.1k 376.04
Johnson & Johnson (JNJ) 0.2 $327k 2.1k 156.73
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.2 $303k 14k 21.36
First Tr Value Line Divid In SHS (FVD) 0.2 $248k 6.1k 40.56
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $224k 4.7k 47.44