Treasure Coast Financial Planning Top Holdings and 13F Report (2024) About Treasure Coast Financial PlanningInvestment ActivityTreasure Coast Financial Planning has $162.01 million in total holdings as of September 30, 2024.Treasure Coast Financial Planning owns shares of 35 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.98% of the portfolio was purchased this quarter.About 0.85% of the portfolio was sold this quarter.This quarter, Treasure Coast Financial Planning has purchased 32 new stocks and bought additional shares in 18 stocks.Treasure Coast Financial Planning sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $34,495,421SPDR Portfolio Developed World ex-US ETF $19,521,918SPDR Bloomberg 3-12 Month T-Bill ETF $11,524,095SPDR Portfolio Short Term Treasury ETF $11,027,338SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $10,749,849 Largest New Holdings this Quarter WisdomTree U.S. SmallCap Quality Dividend Growth Fund $210,449 HoldingJPMorgan Chase & Co. $200,317 HoldingFirst Trust Stoxx European Select Dividend Index Fund $197,740 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-10 Year TIPS ETF 66,628 shares (about $1.26M)PIMCO ETF TR 5,474 shares (about $517.89K)SPDR Portfolio Developed World ex-US ETF 9,566 shares (about $359.30K)SPDR Bloomberg 3-12 Month T-Bill ETF 3,344 shares (about $333.00K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 2,823 shares (about $259.18K) Largest Sales this Quarter SPDR Portfolio TIPS ETF 42,925 shares (about $1.13M)Invesco Total Return Bond ETF 2,113 shares (about $102.06K)Vanguard Total Stock Market ETF 302 shares (about $85.52K)BNY Mellon International Equity ETF 350 shares (about $27.71K)SPDR Bloomberg Barclays Emerging Markets Local Bond ETF 442 shares (about $9.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTreasure Coast Financial Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$34,495,421$158,616 ▲0.5%492,37021.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$19,521,918$359,299 ▲1.9%519,75312.1%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$11,524,095$332,996 ▲3.0%115,7277.1%ETFSPTSSPDR Portfolio Short Term Treasury ETF$11,027,338$257,426 ▲2.4%374,9526.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$10,749,849$259,180 ▲2.5%117,0886.6%ETFPIMCO ETF TR$8,922,186$517,895 ▲6.2%94,3055.5%ACTIVE BD ETFFLEEFranklin FTSE Europe ETF$7,304,065$188,357 ▲2.6%235,6534.5%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$7,059,728$1,262,601 ▲21.8%372,5454.4%ETFJPIBJPMorgan International Bond Opportunities ETF$5,942,576$169,952 ▲2.9%122,1373.7%ETFGNRSPDR S&P Global Natural Resources ETF$5,868,421$208,938 ▲3.7%101,7593.6%ETFEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$5,792,785$183,267 ▲3.3%133,1983.6%ETFFVDFirst Trust Value Line Dividend Index Fund$4,925,566$682 ▼0.0%108,2783.0%ETFLDURPIMCO Low Duration Exchange-Traded Fund$4,488,049$145,187 ▲3.3%46,7702.8%ETFSPEUSPDR Portfolio Europe ETF$4,305,109$65,829 ▲1.6%96,9202.7%ETFVTIVanguard Total Stock Market ETF$3,404,548$85,517 ▼-2.5%12,0232.1%ETFSDYSPDR S&P Dividend ETF$3,269,619$16,477 ▲0.5%23,0192.0%ETFBKIEBNY Mellon International Equity ETF$1,867,383$27,710 ▼-1.5%23,5871.2%ETFSPLGSPDR Portfolio S&P 500 ETF$1,727,9860.0%25,5961.1%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$1,585,381$9,401 ▼-0.6%74,5361.0%ETFSPIPSPDR Portfolio TIPS ETF$1,578,143$1,128,071 ▼-41.7%60,0511.0%ETFAAPLApple$1,069,237$34,950 ▲3.4%4,5890.7%Computer and TechnologyGTOInvesco Total Return Bond ETF$922,144$102,058 ▼-10.0%19,0920.6%ETFXOMExxon Mobil$877,743$938 ▼-0.1%7,4880.5%Oils/EnergySGOViShares 0-3 Month Treasury Bond ETF$553,154$36,561 ▲7.1%5,4920.3%ETFTSLATesla$474,335$1,047 ▼-0.2%1,8130.3%Auto/Tires/TrucksMSFTMicrosoft$417,821$3,873 ▼-0.9%9710.3%Computer and TechnologyFTHIFirst Trust BuyWrite Income ETF$348,523$22,214 ▲6.8%15,1400.2%ETFWMTWalmart$324,292$969 ▼-0.3%4,0160.2%Retail/WholesaleJNJJohnson & Johnson$293,999$486 ▲0.2%1,8140.2%MedicalFEPFirst Trust Europe AlphaDEX Fund$291,8160.0%7,4940.2%ETFMETAMeta Platforms$234,700$5,152 ▼-2.1%4100.1%Computer and TechnologyPGProcter & Gamble$229,553$4,331 ▼-1.9%1,3250.1%Consumer StaplesDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$210,449$210,449 ▲New Holding4,0840.1%ManufacturingJPMJPMorgan Chase & Co.$200,317$200,317 ▲New Holding9500.1%FinanceFDDFirst Trust Stoxx European Select Dividend Index Fund$197,740$197,740 ▲New Holding15,8700.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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