Total Wealth Planning, LLC: summary

Total Wealth Planning, LLC reported 39 positions with a reported value of $46.73M in its 13F for Q4 2025. Compared with Q3 2025: 0 new positions, 70 exited.

Top positions

• SCHWAB STRATEGIC TR
• VANGUARD MORNINGSTAR GROWTH ETF
• VANGUARD MORNINGSTAR VALUE ETF
• DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
• VANGUARD SHORT-TERM CORPORATE BOND ETF
• DIMENSIONAL INTERNATIONAL VALUE ETF
• VANGUARD CHARLOTTE FDS
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• VANGUARD MORNINGSTAR MID-CAP VALUE ETF