Total Wealth Planning, LLC

Q3 2022 vs. Q1 2025 13F Holdings

Period
Q3 2022
Q1 2025
Holdings as of
9/30/2022
3/31/2025
Value ($000)
$352,100
$653,693
Num holdings
81
91
Form type
13F-HR
13F-HR
Date filed
11/14/2022
4/15/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2022 Q1 2025 Diff Chg % Q3 2022 Q1 2025 Diff Chg %