0001762997-19-000002.txt : 20190515
0001762997-19-000002.hdr.sgml : 20190515
20190514210836
ACCESSION NUMBER: 0001762997-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190515
DATE AS OF CHANGE: 20190514
EFFECTIVENESS DATE: 20190515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Total Wealth Planning, LLC
CENTRAL INDEX KEY: 0001762997
IRS NUMBER: 470988610
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19214
FILM NUMBER: 19824777
BUSINESS ADDRESS:
STREET 1: 4665 CORNELL RD
STREET 2: STE 160
CITY: CINCINNATI
STATE: OH
ZIP: 45241
BUSINESS PHONE: 5139846696
MAIL ADDRESS:
STREET 1: 4665 CORNELL RD
STREET 2: STE 160
CITY: CINCINNATI
STATE: OH
ZIP: 45241
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001762997
XXXXXXXX
03-31-2019
03-31-2019
Total Wealth Planning, LLC
4665 CORNELL RD
STE 160
CINCINNATI
OH
45241
13F HOLDINGS REPORT
028-19214
N
ROBERT SIEGMANN
CHIEF COMPLIANCE OFFICER
513-984-6696
ROBERT SIEGMANN
CINCINNATI
OH
05-14-2019
0
34
161829
false
INFORMATION TABLE
2
13F_TWP_2019Q1.xml
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
33053
414404
SH
SOLE
0
0
414404
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
24880
479577
SH
SOLE
0
0
479577
VANGUARD INDEX FDS
VALUE ETF
922908744
16441
152757
SH
SOLE
0
0
152757
VANGUARD INDEX FDS
GROWTH ETF
922908736
15488
99014
SH
SOLE
0
0
99014
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
8165
149156
SH
SOLE
0
0
149156
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
7594
58991
SH
SOLE
0
0
58991
SPDR SERIES TRUST
S&P 400 MDCP VAL
78464A839
6574
130503
SH
SOLE
0
0
130503
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
5780
72769
SH
SOLE
0
0
72769
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
5207
48264
SH
SOLE
0
0
48264
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
4835
81166
SH
SOLE
0
0
81166
SPDR SERIES TRUST
S&P 400 MDCP GRW
78464A821
4602
87567
SH
SOLE
0
0
87567
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
4160
23146
SH
SOLE
0
0
23146
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
3201
53078
SH
SOLE
0
0
53078
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
2833
19846
SH
SOLE
0
0
19846
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2802
32244
SH
SOLE
0
0
32244
ISHARES TR
S&P 500 GRWT ETF
464287309
2738
15885
SH
SOLE
0
0
15885
CHEVRON CORP NEW
COM
166764100
2006
16285
SH
SOLE
0
0
16285
PROCTER AND GAMBLE CO
COM
742718109
1695
16295
SH
SOLE
0
0
16295
ISHARES TR
GLB INFRASTR ETF
464288372
1633
36429
SH
SOLE
0
0
36429
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
1189
14647
SH
SOLE
0
0
14647
ISHARES TR
S&P 500 VAL ETF
464287408
1163
10318
SH
SOLE
0
0
10318
SPDR SERIES TRUST
S&P 600 SMCP GRW
78464A201
825
13815
SH
SOLE
0
0
13815
ISHARES TR
RUS 1000 GRW ETF
464287614
705
4659
SH
SOLE
0
0
4659
ISHARES TR
RUS MDCP VAL ETF
464287473
633
7291
SH
SOLE
0
0
7291
ISHARES TR
RUS MD CP GR ETF
464287481
560
4131
SH
SOLE
0
0
4131
ISHARES TR
S&P SML 600 GWT
464287887
534
2994
SH
SOLE
0
0
2994
ISHARES TR
S&P MC 400VL ETF
464287705
475
3026
SH
SOLE
0
0
3026
ISHARES TR
EAFE GRWTH ETF
464288885
373
4818
SH
SOLE
0
0
4818
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
373
7435
SH
SOLE
0
0
7435
ISHARES TR
RUS 2000 VAL ETF
464287630
343
2862
SH
SOLE
0
0
2862
JOHNSON & JOHNSON
COM
478160104
316
2262
SH
SOLE
0
0
2262
ISHARES TR
S&P MC 400GR ETF
464287606
228
1042
SH
SOLE
0
0
1042
ISHARES TR
RUS 2000 GRW ETF
464287648
220
1118
SH
SOLE
0
0
1118
AMERISOURCEBERGEN CORP
COM
03073E105
205
2579
SH
SOLE
0
0
2579