Total Wealth Planning, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Cincinnati, OH
CIK
0001762997
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 89 551,484 VCSH, VUG, SCHZ, VTV 13F-HR 2/5/2024 000195175724000205
Q3 2023 87 489,492 VCSH, VUG, VTV, SCHZ 13F-HR 11/8/2023 000195175723000689
Q2 2023 81 480,402 VCSH, VUG, VTV, SCHZ 13F-HR 7/31/2023 000195175723000454
Q1 2023 81 453,414 VCSH, VUG, VTV, SCHZ 13F-HR 4/14/2023 000195175723000165
Q4 2022 79 403,618 VCSH, VTV, SCHZ, VUG 13F-HR 2/2/2023 000176299723000001
Q3 2022 81 352,100 VCSH, VTV, SCHZ, VUG 13F-HR 11/14/2022 000176299722000004
Q2 2022 81 345,530 VCSH, VTV, SCHZ, VUG 13F-HR 8/1/2022 000176299722000003
Q1 2022 83 370,186 VCSH, VTV, VUG, SCHZ 13F-HR 5/12/2022 000176299722000002
Q4 2021 34 161,829 VCSH, SCHZ, VTV, VUG 13F-HR 2/9/2022 000176299722000001
Q3 2021 44 275,578 VCSH, SCHZ, VTV, VUG 13F-HR 11/4/2021 000176299721000003
Q2 2021 45 254,974 VCSH, SCHZ, VTV, VUG 13F-HR 8/16/2021 000174881421000005
Q1 2021 41 235,802 VCSH, SCHZ, VTV, VUG 13F-HR 5/17/2021 000176299721000002
Q4 2020 41 216,341 VCSH, SCHZ, VTV, VUG 13F-HR 2/11/2021 000176299721000001
Q3 2020 41 192,692 VCSH, SCHZ, VTV, VUG 13F-HR 11/10/2020 000176299720000004
Q2 2020 37 180,470 VCSH, SCHZ, VTV, VUG 13F-HR 8/13/2020 000176299720000003
Q1 2020 32 153,746 VCSH, SCHZ, VTV, VUG 13F-HR 5/13/2020 000176299720000002
Q4 2019 34 187,521 VCSH, SCHZ, VTV, VUG 13F-HR 2/11/2020 000176299720000001
Q3 2019 34 175,982 VCSH, SCHZ, VTV, VUG 13F-HR 11/7/2019 000176299719000004
Q2 2019 34 169,270 VCSH, SCHZ, VTV, VUG 13F-HR 8/6/2019 000176299719000003
Q1 2019 34 161,829 VCSH, SCHZ, VTV, VUG 13F-HR 5/15/2019 000176299719000002
Q4 2018 30 144,476 VCSH, SCHZ, VTV, VUG 13F-HR 2/14/2019 000176299719000001