Notify me when Total Wealth Planning, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 39 | $46,734,048 | $0 | -$829,322,896 | -$829,322,896 | SCHZ, VUG, VTV, DFEM, VCSH | 13F-HR | 13 Feb 2026, 08:59 |
| Q3 2025 | 109 | $864,244,839 | +$37,528,234 | -$6,681,280 | +$30,846,954 | SCHZ, VUG, VTV, DFEM, VCSH | 13F-HR | 17 Oct 2025, 12:20 |
| Q2 2025 | 105 | $791,296,211 | +$102,369,521 | -$6,169,070 | +$96,200,451 | SCHZ, VUG, VTV, DFEM, VCSH | 13F-HR | 15 Jul 2025, 17:18 |
| Q1 2025 | 91 | $653,693,144 | +$21,901,954 | -$5,134,857 | +$16,767,097 | SCHZ, VTV, VUG, VCSH, DFEM | 13F-HR | 15 Apr 2025, 17:14 |
| Q4 2024 | 93 | $642,082,720 | +$94,107,092 | -$22,794,599 | +$71,312,493 | SCHZ, VUG, VTV, VCSH, DFEM | 13F-HR | 15 Jan 2025, 08:16 |
| Q3 2024 | 90 | $640,846,534 | +$28,660,430 | -$12,182,550 | +$16,477,880 | SCHZ, VUG, VTV, VCSH, DFEM | 13F-HR | 10 Oct 2024, 11:50 |
| Q2 2024 | 89 | $608,990,073 | +$28,160,611 | -$21,186,334 | +$6,974,277 | SCHZ, VUG, VCSH, VTV, DFEM | 13F-HR | 02 Aug 2024, 06:47 |
| Q1 2024 | 91 | $581,818,732 | +$20,729,856 | -$12,948,542 | +$7,781,314 | VCSH, SCHZ, VUG, VTV, DFEM | 13F-HR | 18 Apr 2024, 12:58 |
| Q4 2023 | 89 | $551,484,809 | +$32,377,681 | -$11,093,615 | +$21,284,066 | VCSH, VUG, SCHZ, VTV, DFEM | 13F-HR | 05 Feb 2024, 12:46 |
| Q3 2023 | 87 | $489,492,468 | +$31,959,145 | -$4,127,443 | +$27,831,702 | VCSH, VUG, VTV, SCHZ, DFEM | 13F-HR | 08 Nov 2023, 08:43 |
| Q2 2023 | 81 | $480,402,543 | +$23,167,238 | -$8,006,334 | +$15,160,904 | VCSH, VUG, VTV, SCHZ, DFEM | 13F-HR | 31 Jul 2023, 10:19 |
| Q1 2023 | 81 | $453,414,067 | +$38,588,218 | -$3,959,524 | +$34,628,694 | VCSH, VUG, VTV, SCHZ, ICLN | 13F-HR | 14 Apr 2023, 14:39 |
| Q4 2022 | 79 | $403,618,060 | +$46,367,143 | -$14,023,279 | +$32,343,864 | VCSH, VTV, SCHZ, VUG, ICLN | 13F-HR | 02 Feb 2023, 14:34 |
| Q3 2022 | 81 | $352,100,000 | +$47,562,852 | -$24,966,765 | +$22,596,087 | VCSH, VTV, SCHZ, VUG, VOE | 13F-HR | 14 Nov 2022, 08:47 |
| Q2 2022 | 81 | $345,530,000 | +$37,538,323 | -$19,421,649 | +$18,116,674 | VCSH, VTV, SCHZ, VUG, VOE | 13F-HR | 01 Aug 2022, 17:23 |
| Q1 2022 | 83 | $370,140,000 | +$130,629,363 | -$2,187,682 | +$128,441,681 | VCSH, VTV, VUG, SCHZ, VOE | 13F-HR | 12 May 2022, 17:35 |
| Q4 2021 | 34 | $68,845,000 | $0 | $0 | $0 | VCSH, SCHZ, VNQI, CVX, IGF | 13F-HR | 09 Feb 2022, 15:18 |
| Q3 2021 | 44 | $275,578,000 | +$24,836,954 | -$2,549,961 | +$22,286,993 | VCSH, SCHZ, VTV, VUG, VOE | 13F-HR | 04 Nov 2021, 08:06 |
| Q2 2021 | 45 | $254,974,000 | +$12,949,590 | -$3,860,518 | +$9,089,072 | VCSH, SCHZ, VTV, VUG, VOE | 13F-HR | 16 Aug 2021, 14:18 |
| Q1 2021 | 41 | $235,802,000 | +$14,473,006 | -$4,720,674 | +$9,752,332 | VCSH, SCHZ, VTV, VUG, VBR | 13F-HR | 17 May 2021, 14:25 |
| Q4 2020 | 41 | $216,341,000 | +$12,962,919 | -$6,000,893 | +$6,962,026 | VCSH, SCHZ, VTV, VUG, VBR | 13F-HR | 11 Feb 2021, 07:58 |
| Q3 2020 | 41 | $192,692,000 | +$13,259,747 | -$8,714,026 | +$4,545,721 | VCSH, SCHZ, VTV, VUG, VBR | 13F-HR | 09 Nov 2020, 20:12 |
| Q2 2020 | 37 | $180,470,000 | +$6,384,718 | -$1,342,194 | +$5,042,524 | VCSH, SCHZ, VTV, VUG, VBR | 13F-HR | 13 Aug 2020, 07:13 |
| Q1 2020 | 32 | $153,746,000 | +$11,119,653 | -$14,926,708 | -$3,807,055 | VCSH, SCHZ, VTV, VUG, VBR | 13F-HR | 13 May 2020, 08:29 |
| Q4 2019 | 34 | $187,521,000 | +$4,740,505 | -$513,540 | +$4,226,965 | VCSH, SCHZ, VTV, VUG, SCHV | 13F-HR | 10 Feb 2020, 19:54 |
| Q3 2019 | 34 | $175,982,000 | +$5,861,946 | -$384,389 | +$5,477,557 | VCSH, SCHZ, VTV, VUG, SCHV | 13F-HR | 06 Nov 2019, 18:41 |
| Q2 2019 | 34 | $169,270,000 | +$5,098,451 | -$1,576,053 | +$3,522,398 | VCSH, SCHZ, VTV, VUG, SCHV | 13F-HR | 06 Aug 2019, 15:55 |
| Q1 2019 | 34 | $161,829,000 | +$5,381,420 | -$1,439,523 | +$3,941,897 | VCSH, SCHZ, VTV, VUG, SCHV | 13F-HR | 14 May 2019, 21:08 |
| Q4 2018 | 30 | $144,476,000 | $0 | $0 | $0 | VCSH, SCHZ, VTV, VUG, VBR | 13F-HR | 13 Feb 2019, 20:57 |