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  Name: Treasure Coast Financial Planning
  City: VERO BEACH
  State: FL
  Zip: 32963
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $152,934,000
  Total Value Change : $9,548,000
  Securities Held Change : 4
   
All Securities Held : 34
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 16
  Unchanged Positions : 1
  Decreased Positions : 13

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 1 - $64.74 $32,747,000 510,481 21.41% 1,845,000 -18,208 0.532    Closed - End Fund - E...
   (BIL)1 Year Chart         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)1 Year Chart         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)1 Year Chart         BKIE Bny Mellon International Eq... 18 - $0.00 $1,830,000 24,202 1.2% 99,000 -12 0.269    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 19 - $62.19 $1,590,000 25,847 1.04% 131,000 -251 0.003    Closed - End Fund - E...
   (GTO)1 Year Chart         GTO Invesco Total Return Bond ETF 21 - $46.59 $1,024,000 21,873 0.67% -134,000 -2,639 0.082    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 23 - $189.84 $830,000 4,843 0.54% -232,000 -673 0    Personal Computers
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 24 - $0.00 $517,000 5,129 0.34% -224,000 -2,265 0.006    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 25 - $420.99 $412,000 980 0.27% -11,000 -146 0    Application Software
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 26 - $177.81 $319,000 1,817 0.21% -380,000 -996 0    Auto Manufacturers
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 28 - $154.28 $286,000 1,808 0.19% -40,000 -275 0    Drug Manufacturers - ...
   (IBTF)1 Year Chart         IBTF Ishares Ibonds Dec 2025 Ter... 29 - $0.00 $279,000 12,001 0.18% -314,000 -13,492 0.013    N/A
   (DGRS)1 Year Chart         DGRS Wisdomtree Us Smallcap Divi... 34 - $49.22 $203,000 4,084 0.13% -21,000 -641 0    N/A
      13 Records Found
  1    
Page 1 of 1
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