Treasure Coast Financial Planning

Treasure Coast Financial Planning as of March 31, 2025

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 40 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 20.1 $32M 476k 68.01
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.3 $20M 545k 36.41
Spdr Ser Tr Bloomberg 3-12 M (BILS) 7.3 $12M 118k 99.49
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 7.0 $11M 123k 91.73
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 6.2 $9.9M 340k 29.24
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 5.2 $8.4M 436k 19.19
Pimco Etf Tr Active Bd Etf (BOND) 4.9 $7.8M 85k 92.47
Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.7 $7.6M 247k 30.92
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.6 $5.7M 120k 47.89
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 3.3 $5.3M 123k 43.10
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.2 $5.2M 98k 53.25
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 3.0 $4.8M 110k 44.01
First Tr Value Line Divid In SHS (FVD) 3.0 $4.8M 108k 44.59
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 2.4 $3.9M 41k 95.98
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.7M 13k 274.85
Spdr Ser Tr S&p Divid Etf (SDY) 1.9 $3.1M 23k 135.68
Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.2 $2.0M 26k 77.36
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $1.7M 26k 65.76
Invesco Actively Managed Exc Total Return (GTO) 1.0 $1.6M 35k 46.93
Ishares Tr Ibonds 1-5 Yr Tr (LDRT) 0.9 $1.5M 58k 25.25
Apple (AAPL) 0.7 $1.1M 4.8k 222.13
Spdr Ser Tr Bloomberg Emergi (EBND) 0.6 $976k 49k 20.07
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.6 $961k 36k 26.38
Exxon Mobil Corporation (XOM) 0.6 $934k 7.9k 118.93
Ishares Tr Ibonds 1-5 Yr Ti (LDRI) 0.3 $564k 22k 25.61
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.3 $479k 22k 21.86
Wal-Mart Stores (WMT) 0.3 $440k 5.0k 87.79
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $417k 4.1k 100.67
Microsoft Corporation (MSFT) 0.2 $365k 971.00 375.39
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.2 $361k 14k 26.76
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.2 $350k 27k 13.24
Tesla Motors (TSLA) 0.2 $346k 1.3k 259.16
Costco Wholesale Corporation (COST) 0.2 $257k 272.00 945.78
Johnson & Johnson (JNJ) 0.2 $246k 1.5k 165.83
Meta Platforms Cl A (META) 0.1 $236k 410.00 576.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $233k 3.8k 62.11
JPMorgan Chase & Co. (JPM) 0.1 $233k 950.00 245.30
Procter & Gamble Company (PG) 0.1 $226k 1.3k 170.39
Spdr Gold Tr Gold Shs (GLD) 0.1 $203k 705.00 288.14
First Tr Stoxx European Sele Common Shs (FDD) 0.1 $170k 13k 13.57