Institutions / Total Wealth Planning, LLC

Total Wealth Planning, LLC

CIK 1762997 · Institution · as of Dec 31, 2025
Portfolio value
$46.73M
Positions
39
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 39 →
CompanyClassValueShares% of portfolio
Schwab Strategic Tr—$5.06M216,51810.8%
Vanguard Index Fds—$4.31M8,8379.2%
Vanguard Index Fds—$3.86M20,1878.2%
Dimensional ETF Trust—$3.32M100,3447.1%
Vanguard Scottsdale Fds—$3.27M41,0547.0%
Dimensional ETF Trust—$2.25M45,0874.8%
Vanguard Charlotte Fds—$2.22M45,9654.8%
Dimensional ETF Trust—$2.21M64,5894.7%
Dimensional ETF Trust—$2.05M62,2154.4%
Vanguard Index Fds—$1.75M9,8773.7%
J P Morgan Exchange Traded F—$1.63M25,2953.5%
Vanguard Index Fds—$1.31M4,3292.8%
Vanguard Index Fds—$1.24M5,8622.7%
Vanguard Index Fds—$1.12M4,0162.4%
Dimensional ETF Trust—$1.07M32,5982.3%
Dimensional ETF Trust—$798.3K30,2171.7%
Schwab Strategic Tr—$747.8K22,9261.6%
Vanguard Intl Equity Index F—$737.8K16,0941.6%
American Centy ETF Tr—$590.9K7,6721.3%
iShares Tr—$541.9K10,2481.2%
SPDR Series Trust—$507.2K5,9921.1%
iShares Tr—$499.3K1,0551.1%
Vanguard Bd Index Fds—$496.5K6,7031.1%
Schwab Strategic Tr—$478.2K16,1501.0%
American Centy ETF Tr—$464.5K6,5211.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.