Treasure Coast Financial Planning

Treasure Coast Financial Planning as of March 31, 2024

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 34 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 21.4 $33M 511k 64.15
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.2 $19M 521k 35.84
Spdr Ser Tr Bloomberg 3-12 M (BILS) 7.0 $11M 108k 99.42
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 6.7 $10M 352k 28.92
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 6.6 $10M 110k 91.80
Pimco Etf Tr Active Bd Etf (BOND) 5.0 $7.7M 84k 91.86
Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.6 $7.1M 239k 29.74
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.8 $5.8M 99k 57.93
Spdr Ser Tr Portfli Tips Etf (SPIP) 3.7 $5.7M 223k 25.62
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.5 $5.4M 114k 47.62
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 3.5 $5.4M 127k 42.19
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 2.8 $4.3M 45k 94.86
First Tr Value Line Divid In SHS (FVD) 2.8 $4.3M 101k 42.23
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 2.6 $4.0M 95k 42.08
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 2.4 $3.7M 197k 18.64
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $3.2M 12k 259.91
Spdr Ser Tr S&p Divid Etf (SDY) 2.0 $3.0M 23k 131.24
Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.2 $1.8M 24k 75.61
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $1.6M 26k 61.53
Spdr Ser Tr Bloomberg Emergi (EBND) 1.0 $1.5M 75k 20.50
Invesco Actively Managed Etf Total Return (GTO) 0.7 $1.0M 22k 46.81
Exxon Mobil Corporation (XOM) 0.6 $873k 7.5k 116.24
Apple (AAPL) 0.5 $831k 4.8k 171.48
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $517k 5.1k 100.71
Microsoft Corporation (MSFT) 0.3 $412k 980.00 420.72
Tesla Motors (TSLA) 0.2 $319k 1.8k 175.79
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.2 $319k 14k 22.47
Johnson & Johnson (JNJ) 0.2 $286k 1.8k 158.23
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.2 $279k 12k 23.23
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.2 $249k 6.6k 37.58
Wal-Mart Stores (WMT) 0.2 $242k 4.0k 60.17
JPMorgan Chase & Co. (JPM) 0.1 $223k 1.1k 200.30
Meta Platforms Cl A (META) 0.1 $204k 419.00 485.58
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.1 $203k 4.1k 49.64