Treasure Coast Financial Planning 13F Holdings
CIK 0001911307 · VERO BEACH, FL
As of Sep 30, 2025, Treasure Coast Financial Planning reported 44 positions worth
CIK 0001911307 · VERO BEACH, FL
As of Sep 30, 2025, Treasure Coast Financial Planning reported 44 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 417,729 | $33.7M | 18.79% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 547,080 | $23.4M | 13.06% |
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF | BILS | — | 121,887 | 2.1M | 6.77% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 128,959 | 1.8M | 6.60% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-10 YEAR TIPS ETF | TIPX | — | 531,679 | 0.3M | 5.72% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 349,045 | 0.2M | 5.71% |
| FRANKLIN TEMPLETON ETF TR | FLEE | — | 250,758 | $8.7M | 4.85% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 88,820 | $8.3M | 4.62% |
| SPDR(R) S&P(R) GLOBAL NATURAL RESOURCES ETF | GNR | — | 111,510 | $6.6M | 3.68% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 124,034 | $6.1M | 3.39% |
| SPDR(R) PORTFOLIO EUROPE ETF | SPEU | — | 121,038 | $6.0M | 3.36% |
| SSGA ACTIVE TR | EMTL | — | 127,913 | $5.6M | 3.13% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 12,305 | $4.0M | 2.25% |
| PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND | LDUR | — | 41,693 | $4.0M | 2.24% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 78,330 | $3.6M | 2.02% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 23,017 | $3.2M | 1.80% |
| BNY MELLON INTERNATIONAL EQUITY ETF | BKIE | — | 28,090 | $2.5M | 1.40% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 24,411 | .9M | 1.07% |
| INVESCO EXCHANGE TRADED FD T | — | — | 32,564 | .8M | 1.02% |
| ISHARES TR | LDRT | — | 66,323 | .7M | 0.94% |
| INVESCO TOTAL RETURN BOND ETF | GTO | — | 33,491 | .6M | 0.89% |
| FIRST TR EXCHANGE TRADED FD | FTHF | — | 42,323 | .2M | 0.69% |
| APPLE INC | AAPL | Technology | 4,772 | .2M | 0.68% |
| EXXON MOBIL CORP | XOM | Energy | 9,660 | .1M | 0.61% |
| SPDR BLOOMBERG EM BOND | EBND | — | 49,274 | .1M | 0.59% |