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 description
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 |