Treasure Coast Financial Planning

Treasure Coast Financial Planning as of Dec. 31, 2024

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 22.6 $34M 480k 71.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 11.4 $17M 508k 34.13
Spdr Ser Tr Bloomberg 3-12 M (BILS) 7.3 $11M 112k 99.15
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 7.1 $11M 118k 91.43
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 6.2 $9.4M 325k 29.01
Pimco Etf Tr Active Bd Etf (BOND) 4.9 $7.5M 83k 90.42
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 4.6 $7.0M 377k 18.49
Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.2 $6.3M 228k 27.72
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.6 $5.5M 116k 47.26
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 3.3 $5.0M 118k 42.10
First Tr Value Line Divid In SHS (FVD) 3.0 $4.5M 103k 43.64
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.0 $4.5M 90k 49.76
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 2.6 $4.0M 101k 39.84
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 2.6 $3.9M 41k 94.99
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.5M 12k 289.82
Spdr Ser Tr S&p Divid Etf (SDY) 1.9 $2.9M 22k 132.10
Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.2 $1.9M 26k 72.43
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.2 $1.8M 26k 68.94
Invesco Actively Managed Exc Total Return (GTO) 1.1 $1.7M 36k 46.40
Apple (AAPL) 0.8 $1.2M 4.6k 250.42
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.7 $1.0M 41k 25.31
Spdr Ser Tr Bloomberg Emergi (EBND) 0.6 $964k 49k 19.53
Ishares Tr Ibonds 1-5 Yr Tr (LDRT) 0.5 $826k 33k 24.93
Exxon Mobil Corporation (XOM) 0.5 $787k 7.3k 107.57
Tesla Motors (TSLA) 0.5 $741k 1.8k 403.84
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $415k 4.1k 100.32
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.3 $411k 18k 23.27
Microsoft Corporation (MSFT) 0.3 $409k 971.00 421.50
Wal-Mart Stores (WMT) 0.2 $363k 4.0k 90.35
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.2 $342k 14k 25.38
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.2 $304k 25k 12.03
Johnson & Johnson (JNJ) 0.2 $263k 1.8k 144.63
Meta Platforms Cl A (META) 0.2 $240k 410.00 585.51
JPMorgan Chase & Co. (JPM) 0.2 $228k 950.00 239.71
Procter & Gamble Company (PG) 0.1 $222k 1.3k 167.66
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.1 $209k 4.1k 51.23
First Tr Stoxx European Sele Common Shs (FDD) 0.1 $122k 11k 11.26