Total Wealth Planning, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $5.06M | 10.8% |
| VANGUARD INDEX FDS | $4.31M | 9.2% |
| VANGUARD INDEX FDS | $3.86M | 8.2% |
| DIMENSIONAL ETF TRUST | $3.32M | 7.1% |
| VANGUARD SCOTTSDALE FDS | $3.27M | 7.0% |
| DIMENSIONAL ETF TRUST | $2.25M | 4.8% |
| VANGUARD CHARLOTTE FDS | $2.22M | 4.8% |
| DIMENSIONAL ETF TRUST | $2.21M | 4.7% |
| DIMENSIONAL ETF TRUST | $2.05M | 4.4% |
| VANGUARD INDEX FDS | $1.75M | 3.7% |
| J P MORGAN EXCHANGE TRADED F | $1.63M | 3.5% |
| VANGUARD INDEX FDS | $1.31M | 2.8% |
| VANGUARD INDEX FDS | $1.24M | 2.7% |
| VANGUARD INDEX FDS | $1.12M | 2.4% |
| DIMENSIONAL ETF TRUST | $1.07M | 2.3% |
| DIMENSIONAL ETF TRUST | $798.3K | 1.7% |
| SCHWAB STRATEGIC TR | $747.8K | 1.6% |
| VANGUARD INTL EQUITY INDEX F | $737.8K | 1.6% |
| AMERICAN CENTY ETF TR | $590.9K | 1.3% |
| ISHARES TR | $541.9K | 1.2% |
| SPDR SERIES TRUST | $507.2K | 1.1% |
| ISHARES TR | $499.3K | 1.1% |
| VANGUARD BD INDEX FDS | $496.5K | 1.1% |
| SCHWAB STRATEGIC TR | $478.2K | 1.0% |
| AMERICAN CENTY ETF TR | $464.5K | 1.0% |
| DIMENSIONAL ETF TRUST | $439.5K | 0.9% |
| VANGUARD BD INDEX FDS | $415.0K | 0.9% |
| VANGUARD INDEX FDS | $396.3K | 0.8% |
| iShares MSCI UAE ETF | $370.4K | 0.8% |
| ISHARES TR | $339.1K | 0.7% |
| VANGUARD TAX-MANAGED FDS | $315.3K | 0.7% |
| ISHARES TR | $301.1K | 0.6% |
| Apple Inc. | $279.7K | 0.6% |
| AMERICAN CENTY ETF TR | $269.7K | 0.6% |
| ISHARES TR | $250.0K | 0.5% |
| SPDR SERIES TRUST | $248.8K | 0.5% |
| SPDR SERIES TRUST | $235.4K | 0.5% |
| ISHARES TR | $222.4K | 0.5% |
| URANIUM ENERGY CORP | $116.8K | 0.2% |