SEC Form 13F

Total Wealth Planning, LLC 13F Holdings

Report period2025-12-31
Publicly available2026-02-14
Reported value$46,734,048
Positions39

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$5,060,020216,518
VANGUARD INDEX FDSVUGGROWTH ETF$4,311,3548,837
VANGUARD INDEX FDSVTVVALUE ETF$3,855,47420,187
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$3,319,369100,344
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$3,273,23041,054
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$2,249,83345,087
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$2,221,02245,965
DIMENSIONAL ETF TRUSTDFLVUS LARGE CAP VAL$2,209,58364,589
DIMENSIONAL ETF TRUSTDFISINTL SMALL CAP E$2,049,37662,215
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$1,751,8949,877

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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