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Asset Manager ← All Institutions

Total Wealth Planning, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$21.1B
+2339.8%
Holdings
109
-1
New Purchases
0
Added To
0
Closed
70
Reduced
38
Top 10 Concentration
97.1%
Turnover
64.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHZ 24.00% 11.24% +12.76% $5.1B
DFEM 15.74% 6.84% +8.90% $3.3B
BNDX 10.53% 2.36% +8.18% $2.2B
DFLV 10.48% 4.03% +6.45% $2.2B
DFIV 10.67% 4.70% +5.97% $2.2B
DFIS 9.72% 4.16% +5.56% $2.0B
DFSV 5.08% 1.88% +3.20% $1.1B
VNQI 3.50% 0.81% +2.69% $738M
SCHG 3.55% 1.05% +2.50% $748M
DFGR 3.79% 1.94% +1.84% $798M
SCHV 2.27% 1.04% +1.22% $478M
UEC 0.55% 0.02% +0.54% $117M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VUG 0.02% 8.21% -8.19% $4M
VTV 0.02% 6.98% -6.96% $4M
VCSH 0.02% 5.98% -5.96% $3M
VOE 0.01% 3.50% -3.49% $2M
JMEE 0.01% 3.49% -3.48% $2M
LLY 0.00% 2.82% -2.82% $0
VBR 0.01% 2.62% -2.62% $1M
VBK 0.01% 2.36% -2.35% $1M
VOT 0.01% 2.21% -2.20% $1M
IWF 0.00% 1.74% -1.74% $499K
AVUV 0.00% 1.47% -1.47% $270K
AVEM 0.00% 0.97% -0.97% $591K
MDYV 0.00% 0.96% -0.96% $507K
GLD 0.00% 0.88% -0.88% $0
IGSB 0.00% 0.76% -0.76% $542K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 26 $9M 0.0%
Large Cap 59 $10.8B 51.1%
Mid Cap 19 $10.3B 48.9%
Small Cap 5 $464K 0.0%

Portfolio Analytics

Avg Market Cap
$326.8B
Median Market Cap
$37.0B
Avg P/E
44.3
Median P/E
27.6
Avg Dividend Yield
0.01%
Avg Beta
0.94
# Stocks
23
# ETFs / Funds
86

Top Holdings (109 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHZ 24.00% 216,518 $5.1B $23,369.97 $5.0B -3,921,602 -94.8%
2 DFEM 15.74% 100,344 $3.3B $33,079.90 $3.3B -1,743,890 -94.6%
3 DFIV 10.67% 45,087 $2.2B $49,899.82 $2.2B -835,934 -94.9%
4 BNDX 10.53% 45,965 $2.2B $48,319.85 $2.2B -366,081 -88.8%
5 DFLV 10.48% 64,589 $2.2B $34,209.90 $2.2B -992,754 -93.9%
6 DFIS 9.72% 62,215 $2.0B $32,940.22 $2.0B -1,074,655 -94.5%
7 DFSV 5.08% 32,598 $1.1B $32,889.59 $1.1B -477,772 -93.6%
8 DFGR 3.79% 30,217 $798M $26,419.63 $782M -584,537 -95.1%
9 SCHG 3.55% 22,926 $748M $32,620.08 $739M -260,664 -91.9%
10 VNQI 3.50% 16,094 $738M $45,841.00 $731M -130,246 -89.0%
11 SCHV 2.27% 16,150 $478M $29,609.29 $469M -293,554 -94.8%
12 UEC 0.55% 10,000 $117M $11,680.00 $117M
13 VUG 0.02% 8,837 $4M $487.88 -$67M -139,093 -94.0%
14 VTV 0.02% 20,187 $4M $190.99 -$56M -303,418 -93.8%
15 VCSH 0.02% 41,054 $3M $79.73 -$48M -605,322 -93.7%
16 VOE 0.01% 9,877 $2M $177.37 -$29M -163,500 -94.3%
17 JMEE 0.01% 25,295 $2M $64.38 -$29M -449,783 -94.7%
18 VBK 0.01% 4,329 $1M $302.10 -$19M -64,104 -93.7%
19 VBR 0.01% 5,862 $1M $211.78 -$21M -102,813 -94.6%
20 VOT 0.01% 4,016 $1M $279.12 -$18M -60,927 -93.8%
21 AVEM —% 7,672 $591K $77.02 -$8M -104,379 -93.2%
22 IGSB —% 10,248 $542K $52.88 -$6M -113,946 -91.8%
23 MDYV —% 5,992 $507K $84.65 -$8M -93,712 -94.0%
24 IWF —% 1,055 $499K $473.24 -$15M -31,060 -96.7%
25 BND —% 6,703 $497K $74.07 -$4M -54,480 -89.0%
26 AVIV —% 6,521 $464K $71.23 -$3M -48,952 -88.2%
27 DFAT —% 7,381 $439K $59.54 -$3M -54,206 -88.0%
28 BSV —% 5,266 $415K $78.81 -$121K -1,522 -22.4%
29 VNQ —% 4,479 $396K $88.49 -$6M -62,831 -93.3%
30 IGF —% 6,037 $370K $61.36 -$5M -75,854 -92.6%
31 SCZ —% 4,373 $339K $77.53 -$6M -79,466 -94.8%
32 VEA —% 5,047 $315K $62.47 -$218K -3,849 -43.3%
33 IEFA —% 3,366 $301K $89.46 -$3M -29,203 -89.7%
34 AAPL —% 1,029 $280K $271.86 -$1M -5,375 -83.9%
35 AVUV —% 2,645 $270K $101.98 -$12M -124,706 -97.9%
36 IVW —% 2,028 $250K $123.28 -$5M -43,256 -95.5%
37 SLYV —% 2,735 $249K $90.98 -$3M -36,536 -93.0%
38 MDYG —% 2,547 $235K $92.43 -$5M -49,848 -95.1%
39 EFG —% 1,952 $222K $113.92 -$2M -20,246 -91.2%
40 DLS —% -$260K -3,276 -100.0% SOLD
41 DFAW —% -$536K -7,465 -100.0% SOLD
42 NOC —% -$540K -887 -100.0% SOLD
43 VT —% -$806K -5,847 -100.0% SOLD
44 CINF —% -$274K -1,731 -100.0% SOLD
45 MMM —% -$310K -2,000 -100.0% SOLD
46 VO —% -$252K -857 -100.0% SOLD
47 DFIP —% -$946K -22,389 -100.0% SOLD
48 IAGG —% -$1M -23,040 -100.0% SOLD
49 TJX —% -$304K -2,101 -100.0% SOLD
50 VWO —% -$575K -10,605 -100.0% SOLD
51 DFAS —% -$903K -13,183 -100.0% SOLD
52 EFA —% -$238K -2,552 -100.0% SOLD
53 IWP —% -$514K -3,608 -100.0% SOLD
54 QQQ —% -$939K -1,563 -100.0% SOLD
55 IVE —% -$2M -9,043 -100.0% SOLD
56 NFLX —% -$259K -216 -100.0% SOLD
57 DFAU —% -$412K -9,004 -100.0% SOLD
58 AVGO —% -$213K -645 -100.0% SOLD
59 EFV —% -$231K -3,401 -100.0% SOLD
60 SPY —% -$413K -620 -100.0% SOLD
61 SPSB —% -$2M -69,515 -100.0% SOLD
62 META —% -$233K -317 -100.0% SOLD
63 TSLA —% -$1M -2,333 -100.0% SOLD
64 IWN —% -$2M -9,725 -100.0% SOLD
65 MSFT —% -$772K -1,490 -100.0% SOLD
66 ITOT —% -$480K -3,296 -100.0% SOLD
67 IJR —% -$804K -6,764 -100.0% SOLD
68 IWS —% -$533K -3,819 -100.0% SOLD
69 DFUV —% -$5M -113,917 -100.0% SOLD
70 IJJ —% -$627K -4,830 -100.0% SOLD
71 IWO —% -$2M -4,968 -100.0% SOLD
72 VTI —% -$2M -5,038 -100.0% SOLD
73 SCHD —% -$4M -138,351 -100.0% SOLD
74 VB —% -$328K -1,291 -100.0% SOLD
75 AVLV —% -$5M -72,020 -100.0% SOLD
76 IJS —% -$929K -8,399 -100.0% SOLD
77 DFAE —% -$2M -62,925 -100.0% SOLD
78 AMZN —% -$475K -2,165 -100.0% SOLD
79 SLYG —% -$2M -17,695 -100.0% SOLD
80 XOM —% -$386K -3,421 -100.0% SOLD
81 UL —% -$343K -5,793 -100.0% SOLD
82 LLY —% -$24M -31,948 -100.0% SOLD
83 JNJ —% -$326K -1,759 -100.0% SOLD
84 EMXC —% -$3M -41,693 -100.0% SOLD
85 JPM —% -$3M -8,960 -100.0% SOLD
86 IWD —% -$6M -30,910 -100.0% SOLD
87 ISRG —% -$771K -1,723 -100.0% SOLD
88 ICLN —% -$179K -11,533 -100.0% SOLD
89 IJT —% -$4M -29,901 -100.0% SOLD
90 DFAI —% -$1M -37,005 -100.0% SOLD
91 REET —% -$519K -20,324 -100.0% SOLD
92 NVDA —% -$587K -3,147 -100.0% SOLD
93 GLD —% -$8M -21,457 -100.0% SOLD
94 VTIP —% -$3M -52,002 -100.0% SOLD
95 IJK —% -$396K -4,134 -100.0% SOLD
96 VIG —% -$571K -2,647 -100.0% SOLD
97 DFAX —% -$329K -10,486 -100.0% SOLD
98 SPTM —% -$313K -3,879 -100.0% SOLD
99 AGG —% -$977K -9,746 -100.0% SOLD
100 IVV —% -$464K -693 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CVX —%
XOM —%
PM —%
TJX —%
UL —%
JPM —%
PG —%
MMM —%
LLY —%
JNJ —%
NOC —%
EMXC —%
IJT —%
AMZN —%
ISRG —%
View SEC EDGAR Filings for Total Wealth Planning, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms