0001911307-22-000002.txt : 20220509 0001911307-22-000002.hdr.sgml : 20220509 20220509123931 ACCESSION NUMBER: 0001911307-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220509 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220509 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: 22904108 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 03-31-2022 03-31-2022 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 05-09-2022 0 33 130439 false INFORMATION TABLE 2 tcfp1q22.xml ABBVIE INC COM 00287Y109 243 1500 SH SOLE 0 0 1500 APPLE INC COM 037833100 1002 5737 SH SOLE 0 0 5737 DUKE ENERGY CORP NEW COM NEW 26441C204 491 4394 SH SOLE 0 0 4394 EXXON MOBIL CORP COM 30231G102 624 7553 SH SOLE 0 0 7553 FIRST TR EXCH TRADED FD III EME MRK BD ETF 33739P202 217 7206 SH SOLE 0 0 7206 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 376 9735 SH SOLE 0 0 9735 FIRST TR EXCH TRD ALPHDX FD GERMANY ALPHA 33737J190 2284 52050 SH SOLE 0 0 52050 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 245 18456 SH SOLE 0 0 18456 FRANKLIN TEMPLETON ETF TR FTSE EUROPE 35473P652 4068 150897 SH SOLE 0 0 150897 HOME DEPOT INC COM 437076102 304 1015 SH SOLE 0 0 1015 INVESCO ACTIVELY MANAGED ETF S&P500 DOWNSID 46090A705 435 12032 SH SOLE 0 0 12032 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 8488 161826 SH SOLE 0 0 161826 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 208 4183 SH SOLE 0 0 4183 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 694 2264 SH SOLE 0 0 2264 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 3032 47602 SH SOLE 0 0 47602 ISHARES TR SELECT DIVID ETF 464287168 4509 35188 SH SOLE 0 0 35188 ISHARES TR MSCI EAFE ETF 464287465 715 9716 SH SOLE 0 0 9716 MICROSOFT CORP COM 594918104 316 1026 SH SOLE 0 0 1026 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 635 6508 SH SOLE 0 0 6508 PIMCO ETF TR ACTIVE BD ETF 72201R775 7161 70357 SH SOLE 0 0 70357 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 5085 80998 SH SOLE 0 0 80998 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 14706 428993 SH SOLE 0 0 428993 SPDR SER TR NUVEEN BLOOMBERG 78464A284 1260 22846 SH SOLE 0 0 22846 SPDR SER TR PRTFLO S&P500 VL 78464A508 6317 151300 SH SOLE 0 0 151300 SPDR SER TR PORTFLI TIPS ETF 78464A656 10015 330955 SH SOLE 0 0 330955 SPDR SER TR PORTFOLI S&P1500 78464A805 21070 379093 SH SOLE 0 0 379093 SPDR SER TR BLOOMBERG INVT 78468R200 8299 272197 SH SOLE 0 0 272197 SPDR SER TR PORTFOLIO S&P600 78468R853 3870 91979 SH SOLE 0 0 91979 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 11424 254086 SH SOLE 0 0 254086 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 5811 127326 SH SOLE 0 0 127326 TESLA INC COM 88160R101 216 200 SH SOLE 0 0 200 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4743 20835 SH SOLE 0 0 20835 VANGUARD STAR FDS VG TL INTL STK F 921909768 1576 26384 SH SOLE 0 0 26384