0001762997-22-000001.txt : 20220209 0001762997-22-000001.hdr.sgml : 20220209 20220209151833 ACCESSION NUMBER: 0001762997-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220209 DATE AS OF CHANGE: 20220209 EFFECTIVENESS DATE: 20220209 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: 22606319 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 12-31-2021 12-31-2021 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 02-09-2022 0 34 161829 false INFORMATION TABLE 2 13F_TWP_2021Q4.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