Treasure Coast Financial Planning at 2023-09-30

Filling information for Treasure Coast Financial Planning as Treemap, investor disclosed 31 total holdings based on 2023-09-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
037833100 037833100 APPLE INC COM 944311 5516
09661T404 09661T404 BNY MELLON ETF TRUST INTERNATIONL EQT 1496248 22931
30231G102 30231G102 EXXON MOBIL CORP COM 877617 7464
33738R308 33738R308 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 240328 11775
33734H106 33734H106 FIRST TR VALUE LINE DIVID IN SHS 228789 6119
35473P652 35473P652 FRANKLIN TEMPLETON ETF TR FTSE EUROPE 5818599 228520
46090A804 46090A804 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 891263 19970
46138J841 46138J841 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 7624533 368870
46436E866 46436E866 ISHARES TR IBONDS 25 TRM TS 588378 25493
46641Q852 46641Q852 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 4937348 108537
478160104 478160104 JOHNSON & JOHNSON COM 323989 2080
594918104 594918104 MICROSOFT CORP COM 355535 1126
72201R775 72201R775 PIMCO ETF TR ACTIVE BD ETF 13028203 148216
72201R718 72201R718 PIMCO ETF TR ENHNCD LW DUR AC 8638589 92155
78463X541 78463X541 SPDR INDEX SHS FDS GLB NAT RESRCE 5046540 90570
78463X103 78463X103 SPDR INDEX SHS FDS PORTFLO EURP ETF 3139295 86937
78463X889 78463X889 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 15095595 486798
78468R861 78468R861 SPDR SER TR BLOOMBERG 1 10 Y 2434056 134627
78468R663 78468R663 SPDR SER TR BLOOMBERG 1-3 MO 10412663 113403
78468R523 78468R523 SPDR SER TR BLOOMBERG 3-12 M 10755244 108169
78464A391 78464A391 SPDR SER TR BLOOMBERG EMERGI 1081687 54548
78464A656 78464A656 SPDR SER TR PORTFLI TIPS ETF 6773789 272697
78464A805 78464A805 SPDR SER TR PORTFOLI S&P1500 20908871 398340
78464A854 78464A854 SPDR SER TR PORTFOLIO S&P500 1320682 26277
78468R101 78468R101 SPDR SER TR PORTFOLIO SH TSR 9657674 336270
78464A763 78464A763 SPDR SER TR S&P DIVID ETF 2384042 20729
78470P309 78470P309 SSGA ACTIVE TR SPDR DBLELN EMRG 5304957 132240
88160R101 88160R101 TESLA INC COM 703869 2813
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 2614641 12309
921909768 921909768 VANGUARD STAR FDS VG TL INTL STK F 207200 3871
97717X651 97717X651 WISDOMTREE TR US S CAP QTY DIV 205373 4986

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