Asset Manager
← All Institutions
Total Wealth Planning, LLC
Market Value
$0
-100.0%
Holdings
39
-70
New Purchases
0
Added To
0
Closed
39
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 5 | $0 | 0% |
| Large Cap | 22 | $0 | 0% |
| Mid Cap | 11 | $0 | 0% |
| Small Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$179.3B
Median Market Cap
$21.9B
Avg P/E
37.1
Median P/E
37.1
Avg Dividend Yield
0.00%
Avg Beta
0.97
# Stocks
2
# ETFs / Funds
37
Top Holdings (39 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCZ | —% | — | — | — | -$339K | -4,373 | -100.0% | SOLD |
| 2 | VBR | —% | — | — | — | -$1M | -5,862 | -100.0% | SOLD |
| 3 | AAPL | —% | — | — | — | -$280K | -1,029 | -100.0% | SOLD |
| 4 | IGF | —% | — | — | — | -$370K | -6,037 | -100.0% | SOLD |
| 5 | BND | —% | — | — | — | -$497K | -6,703 | -100.0% | SOLD |
| 6 | IGSB | —% | — | — | — | -$542K | -10,248 | -100.0% | SOLD |
| 7 | BSV | —% | — | — | — | -$415K | -5,266 | -100.0% | SOLD |
| 8 | AVIV | —% | — | — | — | -$464K | -6,521 | -100.0% | SOLD |
| 9 | AVEM | —% | — | — | — | -$591K | -7,672 | -100.0% | SOLD |
| 10 | MDYV | —% | — | — | — | -$507K | -5,992 | -100.0% | SOLD |
| 11 | VNQ | —% | — | — | — | -$396K | -4,479 | -100.0% | SOLD |
| 12 | EFG | —% | — | — | — | -$222K | -1,952 | -100.0% | SOLD |
| 13 | VNQI | —% | — | — | — | -$738M | -16,094 | -100.0% | SOLD |
| 14 | VTV | —% | — | — | — | -$4M | -20,187 | -100.0% | SOLD |
| 15 | UEC | —% | — | — | — | -$117M | -10,000 | -100.0% | SOLD |
| 16 | VEA | —% | — | — | — | -$315K | -5,047 | -100.0% | SOLD |
| 17 | DFEM | —% | — | — | — | -$3.3B | -100,344 | -100.0% | SOLD |
| 18 | BNDX | —% | — | — | — | -$2.2B | -45,965 | -100.0% | SOLD |
| 19 | DFAT | —% | — | — | — | -$439K | -7,381 | -100.0% | SOLD |
| 20 | DFGR | —% | — | — | — | -$798M | -30,217 | -100.0% | SOLD |
| 21 | DFLV | —% | — | — | — | -$2.2B | -64,589 | -100.0% | SOLD |
| 22 | VUG | —% | — | — | — | -$4M | -8,837 | -100.0% | SOLD |
| 23 | DFIV | —% | — | — | — | -$2.2B | -45,087 | -100.0% | SOLD |
| 24 | IVW | —% | — | — | — | -$250K | -2,028 | -100.0% | SOLD |
| 25 | SCHZ | —% | — | — | — | -$5.1B | -216,518 | -100.0% | SOLD |
| 26 | SLYV | —% | — | — | — | -$249K | -2,735 | -100.0% | SOLD |
| 27 | VOT | —% | — | — | — | -$1M | -4,016 | -100.0% | SOLD |
| 28 | VOE | —% | — | — | — | -$2M | -9,877 | -100.0% | SOLD |
| 29 | VBK | —% | — | — | — | -$1M | -4,329 | -100.0% | SOLD |
| 30 | DFSV | —% | — | — | — | -$1.1B | -32,598 | -100.0% | SOLD |
| 31 | DFIS | —% | — | — | — | -$2.0B | -62,215 | -100.0% | SOLD |
| 32 | AVUV | —% | — | — | — | -$270K | -2,645 | -100.0% | SOLD |
| 33 | IWF | —% | — | — | — | -$499K | -1,055 | -100.0% | SOLD |
| 34 | JMEE | —% | — | — | — | -$2M | -25,295 | -100.0% | SOLD |
| 35 | IEFA | —% | — | — | — | -$301K | -3,366 | -100.0% | SOLD |
| 36 | MDYG | —% | — | — | — | -$235K | -2,547 | -100.0% | SOLD |
| 37 | SCHG | —% | — | — | — | -$748M | -22,926 | -100.0% | SOLD |
| 38 | SCHV | —% | — | — | — | -$478M | -16,150 | -100.0% | SOLD |
| 39 | VCSH | —% | — | — | — | -$3M | -41,054 | -100.0% | SOLD |