0001911307-22-000001.txt : 20220215 0001911307-22-000001.hdr.sgml : 20220215 20220215154106 ACCESSION NUMBER: 0001911307-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220215 DATE AS OF CHANGE: 20220215 EFFECTIVENESS DATE: 20220215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Treasure Coast Financial Planning CENTRAL INDEX KEY: 0001911307 IRS NUMBER: 650654553 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22232 FILM NUMBER: 22638923 BUSINESS ADDRESS: STREET 1: 545 BEACHLAND BLVD. CITY: VERO BEACH STATE: FL ZIP: 32963 BUSINESS PHONE: 772-231-1422 MAIL ADDRESS: STREET 1: 545 BEACHLAND BLVD. CITY: VERO BEACH STATE: FL ZIP: 32963 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001911307 XXXXXXXX 12-31-2021 12-31-2021 Treasure Coast Financial Planning

545 BEACHLAND BLVD. VERO BEACH FL 32963

13F HOLDINGS REPORT 028-22232 N Halley Rohm 7722311422 Halley Rohm Vero Beach FL 02-15-2022 0 32 129302 false INFORMATION TABLE 2 tcfp4q212.xml ABBVIE INC COM 00287Y109 203 1500 SH SOLE 0 0 1500 APPLE INC COM 037833100 1001 5636 SH SOLE 0 0 5636 DUKE ENERGY CORP NEW COM NEW 26441C204 459 4374 SH SOLE 0 0 4374 EXXON MOBIL CORP COM 30231G102 527 8609 SH SOLE 0 0 8609 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 721 16735 SH SOLE 0 0 16735 FIRST TR EXCH TRD ALPHDX FD GERMANY ALPHA 33737J190 2452 45678 SH SOLE 0 0 45678 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 266 18456 SH SOLE 0 0 18456 FRANKLIN TEMPLETON ETF TR FTSE EUROPE 35473P652 3837 130615 SH SOLE 0 0 130615 HOME DEPOT INC COM 437076102 421 1015 SH SOLE 0 0 1015 INVESCO ACTIVELY MANAGED ETF S&P500 DOWNSID 46090A705 324 8510 SH SOLE 0 0 8510 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 9827 174358 SH SOLE 0 0 174358 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 338 6730 SH SOLE 0 0 6730 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 2582 40115 SH SOLE 0 0 40115 ISHARES TR SELECT DIVID ETF 464287168 4071 33205 SH SOLE 0 0 33205 ISHARES TR MSCI EAFE ETF 464287465 258 3278 SH SOLE 0 0 3278 MICROSOFT CORP COM 594918104 345 1026 SH SOLE 0 0 1026 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 819 8144 SH SOLE 0 0 8144 PIMCO ETF TR ACTIVE BD ETF 72201R775 8199 74935 SH SOLE 0 0 74935 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 4582 84911 SH SOLE 0 0 84911 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 15065 412959 SH SOLE 0 0 412959 SPDR SER TR NUVEEN BLOOMBERG 78464A284 1397 23257 SH SOLE 0 0 23257 SPDR SER TR BLOOMBERG CONV 78464A359 796 9593 SH SOLE 0 0 9593 SPDR SER TR PRTFLO S&P500 VL 78464A508 5412 128857 SH SOLE 0 0 128857 SPDR SER TR PORTFLI TIPS ETF 78464A656 10364 329012 SH SOLE 0 0 329012 SPDR SER TR PORTFOLI S&P1500 78464A805 19757 338014 SH SOLE 0 0 338014 SPDR SER TR BLOOMBERG INVT 78468R200 9881 323014 SH SOLE 0 0 323014 SPDR SER TR PORTFOLIO S&P600 78468R853 2740 61303 SH SOLE 0 0 61303 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 9989 218905 SH SOLE 0 0 218905 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 5682 116342 SH SOLE 0 0 116342 TESLA INC COM 88160R101 211 200 SH SOLE 0 0 200 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5068 20990 SH SOLE 0 0 20990 VANGUARD STAR FDS VG TL INTL STK F 921909768 1708 26866 SH SOLE 0 0 26866