0001762997-20-000001.txt : 20200211 0001762997-20-000001.hdr.sgml : 20200211 20200210195420 ACCESSION NUMBER: 0001762997-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200211 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200211 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: 20593488 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 12-31-2019 12-31-2019 Total Wealth Planning, LLC

4665 CORNELL RD STE 160 CINCINNATI OH 45241

13F HOLDINGS REPORT 028-19214 N Robert Siegmann (513) 984-6696 Robert Siegmann Cincinnati OH 02-10-2020 0 34 187521 false INFORMATION TABLE 2 13F_TWP_2019Q4.xml ISHARES TR S&P MC 400VL ETF 464287705 515 3017 SH SOLE 0 0 3017 ISHARES TR S&P MC 400GR ETF 464287606 249 1044 SH SOLE 0 0 1044 ISHARES TR S&P SML 600 GWT 464287887 557 2882 SH SOLE 0 0 2882 ISHARES TR S&P 500 VAL ETF 464287408 1320 10147 SH SOLE 0 0 10147 ISHARES TR S&P 500 GRWT ETF 464287309 2802 14468 SH SOLE 0 0 14468 ISHARES TR RUS 1000 GRW ETF 464287614 746 4243 SH SOLE 0 0 4243 ISHARES TR RUS 2000 VAL ETF 464287630 359 2792 SH SOLE 0 0 2792 ISHARES TR RUS 2000 GRW ETF 464287648 233 1086 SH SOLE 0 0 1086 JOHNSON & JOHNSON COM 478160104 313 2144 SH SOLE 0 0 2144 CHEVRON CORP NEW COM 166764100 1923 15958 SH SOLE 0 0 15958 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 4585 69782 SH SOLE 0 0 69782 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 1307 20260 SH SOLE 0 0 20260 ISHARES TR RUS MD CP GR ETF 464287481 603 3952 SH SOLE 0 0 3952 ISHARES TR RUS MDCP VAL ETF 464287473 649 6849 SH SOLE 0 0 6849 PROCTER & GAMBLE CO COM 742718109 1974 15807 SH SOLE 0 0 15807 APPLE INC COM 037833100 203 692 SH SOLE 0 0 692 VANGUARD INDEX FDS VALUE ETF 922908744 19218 160349 SH SOLE 0 0 160349 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8877 64764 SH SOLE 0 0 64764 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2899 31242 SH SOLE 0 0 31242 VANGUARD INDEX FDS GROWTH ETF 922908736 17319 95070 SH SOLE 0 0 95070 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4686 23583 SH SOLE 0 0 23583 ISHARES TR EAFE GRWTH ETF 464288885 417 4818 SH SOLE 0 0 4818 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 8416 153632 SH SOLE 0 0 153632 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2879 18135 SH SOLE 0 0 18135 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5592 46918 SH SOLE 0 0 46918 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 5537 96990 SH SOLE 0 0 96990 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1198 14283 SH SOLE 0 0 14283 ISHARES TR GLB INFRASTR ETF 464288372 1700 35483 SH SOLE 0 0 35483 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 39368 485841 SH SOLE 0 0 485841 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7611 81922 SH SOLE 0 0 81922 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 9935 165250 SH SOLE 0 0 165250 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 431 8544 SH SOLE 0 0 8544 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 5170 87501 SH SOLE 0 0 87501 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 27930 522747 SH SOLE 0 0 522747