Treasure Coast Financial Planning
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $34.53M | 18.3% |
| SPDR INDEX SHS FDS | $24.37M | 12.9% |
| SPDR SERIES TRUST | $12.76M | 6.8% |
| SPDR SERIES TRUST | $12.66M | 6.7% |
| SPDR SERIES TRUST | $10.76M | 5.7% |
| SPDR SERIES TRUST | $10.74M | 5.7% |
| FRANKLIN TEMPLETON ETF TR | $9.21M | 4.9% |
| PIMCO ETF TR | $8.60M | 4.6% |
| SPDR INDEX SHS FDS | $7.66M | 4.1% |
| SPDR INDEX SHS FDS | $6.47M | 3.4% |
| J P MORGAN EXCHANGE TRADED F | $6.28M | 3.3% |
| SSGA Active Trust | $5.83M | 3.1% |
| PIMCO ETF TR | $4.31M | 2.3% |
| VANGUARD INDEX FDS | $4.14M | 2.2% |
| FIRST TR EXCHANGE-TRADED FD | $3.71M | 2.0% |
| SPDR SERIES TRUST | $3.29M | 1.7% |
| BNY MELLON ETF TRUST | $2.59M | 1.4% |
| SPDR SERIES TRUST | $1.96M | 1.0% |
| INVESCO EXCHANGE TRADED FD T | $1.95M | 1.0% |
| ISHARES TR | $1.73M | 0.9% |
| FIRST TR EXCHANGE TRADED FD | $1.64M | 0.9% |
| INVESCO ACTIVELY MANAGED EXC | $1.58M | 0.8% |
| Apple Inc. | $1.23M | 0.7% |
| EXXON MOBIL CORP | $1.14M | 0.6% |
| SPDR SERIES TRUST | $1.12M | 0.6% |
| ISHARES TR | $1.00M | 0.5% |
| SPDR SERIES TRUST | $873.2K | 0.5% |
| First Trust Exchange-Traded Fund VI | $592.7K | 0.3% |
| Walmart Inc. | $534.8K | 0.3% |
| MICROSOFT CORP | $460.9K | 0.2% |
| FIRST TR EXCHANGE TRADED FD | $429.8K | 0.2% |
| ISHARES TR | $412.6K | 0.2% |
| WISDOMTREE TR | $393.4K | 0.2% |
| Tesla Inc | $375.1K | 0.2% |
| Duke Energy Corp | $321.7K | 0.2% |
| JOHNSON & JOHNSON | $310.5K | 0.2% |
| Meta Platforms Inc | $270.6K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $245.2K | 0.1% |
| NVIDIA Corp | $235.9K | 0.1% |
| BANK OF AMERICA CORP /DE | $235.5K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $234.6K | 0.1% |
| VANGUARD STAR FDS | $229.1K | 0.1% |
| NORTHERN TRUST CORP | $224.6K | 0.1% |
| JPMORGAN CHASE & CO | $216.9K | 0.1% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $200.8K | 0.1% |
| SPDR GOLD TR | $200.1K | 0.1% |