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Name: |
Treasure Coast Financial Planning |
City: |
VERO BEACH |
State: |
FL |
Zip: |
32963 |
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data |
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Holdings
Found :
13 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
TMW |
SPDR Dow Jones Wilshire TOT... |
1 |
- |
$65.31 |
$32,747,000 |
510,481 |
21.41% |
1,845,000 |
-18,208 |
0.532 |
Closed - End Fund - E... |
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
5 |
- |
$0.00 |
$10,084,000 |
109,846 |
6.59% |
-149,000 |
-2,129 |
0.012 |
Closed - End Fund - E... |
|
LDUR |
Pimco Low Duration Active E... |
12 |
- |
$0.00 |
$4,307,000 |
45,399 |
2.82% |
-2,556,000 |
-27,028 |
0.066 |
N/A |
|
BKIE |
Bny Mellon International Eq... |
18 |
- |
$0.00 |
$1,830,000 |
24,202 |
1.2% |
99,000 |
-12 |
0.269 |
N/A |
|
ELR |
streetTRACKS Series Trust -... |
19 |
- |
$62.88 |
$1,590,000 |
25,847 |
1.04% |
131,000 |
-251 |
0.003 |
Closed - End Fund - E... |
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GTO |
Invesco Total Return Bond ETF |
21 |
- |
$46.67 |
$1,024,000 |
21,873 |
0.67% |
-134,000 |
-2,639 |
0.082 |
N/A |
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AAPL |
Apple Inc |
23 |
- |
$194.48 |
$830,000 |
4,843 |
0.54% |
-232,000 |
-673 |
0 |
Personal Computers |
|
SGOV |
Ishares 03 Month Treasury B... |
24 |
- |
$0.00 |
$517,000 |
5,129 |
0.34% |
-224,000 |
-2,265 |
0.006 |
N/A |
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MSFT |
Microsoft Corp |
25 |
- |
$424.52 |
$412,000 |
980 |
0.27% |
-11,000 |
-146 |
0 |
Application Software |
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TSLA |
Tesla Motors Inc |
26 |
- |
$177.81 |
$319,000 |
1,817 |
0.21% |
-380,000 |
-996 |
0 |
Auto Manufacturers |
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JNJ |
Johnson & Johnson |
28 |
- |
$146.42 |
$286,000 |
1,808 |
0.19% |
-40,000 |
-275 |
0 |
Drug Manufacturers - ... |
|
IBTF |
Ishares Ibonds Dec 2025 Ter... |
29 |
- |
$0.00 |
$279,000 |
12,001 |
0.18% |
-314,000 |
-13,492 |
0.013 |
N/A |
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DGRS |
Wisdomtree Us Smallcap Divi... |
34 |
- |
$47.83 |
$203,000 |
4,084 |
0.13% |
-21,000 |
-641 |
0 |
N/A |
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