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Name: |
Treasure Coast Financial Planning |
City: |
VERO BEACH |
State: |
FL |
Zip: |
32963 |
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Holdings
Found :
16 |
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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 |
|
GWL |
St Spdr S&P Wld Xus |
2 |
- |
$36.42 |
$18,675,000 |
521,060 |
12.21% |
1,787,000 |
24,492 |
0.058 |
Closed - End Fund - E... |
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BILS |
Spdr Bloomberg Barclays 312... |
3 |
- |
$0.00 |
$10,740,000 |
108,024 |
7.02% |
221,000 |
1,899 |
0.089 |
N/A |
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SPTS |
Spdr Barclays Short Term Tr... |
4 |
- |
$29.48 |
$10,185,000 |
352,193 |
6.66% |
430,000 |
16,394 |
0.116 |
N/A |
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BOND |
Pimco Total Return Exchange... |
6 |
- |
$89.43 |
$7,721,000 |
84,055 |
5.05% |
1,069,000 |
12,103 |
0.242 |
N/A |
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FLEE |
Franklin Ftse Europe Etf |
7 |
- |
$0.00 |
$7,108,000 |
239,009 |
4.65% |
749,000 |
13,481 |
0.266 |
N/A |
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GNR |
Spdr S&Amp;P Global Natural... |
8 |
- |
$59.68 |
$5,756,000 |
99,361 |
3.76% |
536,000 |
7,221 |
0.024 |
Closed - End Fund - E... |
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IPE |
Spdr Barclays Capital Tips Etf |
9 |
- |
$25.43 |
$5,722,000 |
223,322 |
3.74% |
18,000 |
237 |
0.1 |
Closed - End Fund - E... |
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JPGB |
Jpmorgan Global Bond Opport... |
10 |
- |
$0.00 |
$5,422,000 |
113,864 |
3.55% |
217,000 |
4,943 |
1.265 |
N/A |
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EMTL |
Spdr Doubleline Emerging Ma... |
11 |
- |
$0.00 |
$5,365,000 |
127,159 |
3.51% |
216,000 |
4,393 |
7.707 |
N/A |
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FVD |
First Trust Value Line Divi... |
13 |
- |
$42.41 |
$4,257,000 |
100,801 |
2.78% |
4,009,000 |
94,682 |
0.036 |
Closed - End Fund - Debt |
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FEU |
streetTRACKS DJ STOXX 50 |
14 |
- |
$43.75 |
$4,002,000 |
95,103 |
2.62% |
416,000 |
6,174 |
0.395 |
Closed - End Fund - E... |
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TIPX |
Spdr Barclays 1 To 10 Year ... |
15 |
- |
$18.45 |
$3,668,000 |
196,800 |
2.4% |
110,000 |
5,413 |
0.048 |
N/A |
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VTI |
Vanguard Total Stock Market... |
16 |
- |
$261.93 |
$3,214,000 |
12,364 |
2.1% |
339,000 |
245 |
0.001 |
Closed - End Fund - E... |
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SDY |
streetTRACKS Series Trust -... |
17 |
- |
$132.14 |
$3,029,000 |
23,077 |
1.98% |
412,000 |
2,138 |
0.015 |
Closed - End Fund - E... |
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EBND |
Spdr Barclays Capital Emerg... |
20 |
- |
$20.47 |
$1,533,000 |
74,770 |
1% |
-55,000 |
22 |
0.008 |
N/A |
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XOM |
Exxon Mobil Corp |
22 |
- |
$117.87 |
$873,000 |
7,512 |
0.57% |
127,000 |
48 |
0 |
Integrated Oil & Gas |
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