Treasure Coast Financial Planning

Treasure Coast Financial Planning as of June 30, 2025

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 42 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfoli S&p1500 (SPTM) 19.8 $34M 454k 74.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 13.2 $23M 558k 40.49
Spdr Series Trust Bloomberg 3-12 M (BILS) 7.0 $12M 120k 99.43
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 6.7 $12M 125k 91.73
Spdr Series Trust Portfolio Sh Tsr (SPTS) 5.8 $10M 342k 29.29
Franklin Templeton Etf Tr Ftse Europe (FLEE) 5.2 $8.8M 264k 33.49
Spdr Series Trust Bloomberg 1 10 Y (TIPX) 5.0 $8.7M 452k 19.14
Pimco Etf Tr Active Bd Etf (BOND) 4.7 $8.0M 87k 92.18
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.5 $5.9M 122k 48.62
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 3.3 $5.7M 119k 48.46
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.3 $5.7M 106k 54.24
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 3.1 $5.3M 124k 43.17
First Tr Exchange-traded SHS (FVD) 2.8 $4.8M 108k 44.70
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 2.3 $4.0M 42k 95.83
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.8M 12k 303.94
Spdr Series Trust S&p Divid Etf (SDY) 1.8 $3.1M 23k 135.73
Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.4 $2.4M 28k 86.17
Spdr Series Trust Portfolio S&p500 (SPLG) 1.1 $1.8M 25k 72.69
Invesco Actively Managed Exc Total Return (GTO) 0.9 $1.6M 34k 46.89
Ishares Tr Ibonds 1-5 Yr Tr (LDRT) 0.9 $1.6M 62k 25.27
Spdr Series Trust Bloomberg Emergi (EBND) 0.6 $1.1M 50k 21.40
Exxon Mobil Corporation (XOM) 0.6 $1.0M 9.7k 107.80
Apple (AAPL) 0.6 $991k 4.8k 205.17
Spdr Series Trust Portfli Tips Etf (SPIP) 0.6 $968k 37k 26.06
Ishares Tr Ibonds 1-5 Yr Ti (LDRI) 0.4 $612k 24k 25.65
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.3 $567k 25k 22.85
Wal-Mart Stores (WMT) 0.3 $491k 5.0k 97.78
Microsoft Corporation (MSFT) 0.3 $474k 953.00 497.41
Tesla Motors (TSLA) 0.2 $424k 1.3k 317.66
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $417k 4.1k 100.69
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.2 $377k 14k 27.96
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.2 $376k 26k 14.23
Meta Platforms Cl A (META) 0.2 $303k 410.00 738.09
Costco Wholesale Corporation (COST) 0.2 $269k 272.00 989.94
JPMorgan Chase & Co. (JPM) 0.1 $247k 853.00 289.91
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.1 $242k 4.5k 53.53
Johnson & Johnson (JNJ) 0.1 $227k 1.5k 152.75
Spdr Gold Tr Gold Shs (GLD) 0.1 $215k 705.00 304.83
Procter & Gamble Company (PG) 0.1 $212k 1.3k 159.27
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $211k 3.1k 69.10
Public Service Enterprise (PEG) 0.1 $211k 2.5k 84.18
First Tr Exchange-traded Common Shs (FDD) 0.1 $210k 14k 15.54