0001911307-24-000002.txt : 20240201 0001911307-24-000002.hdr.sgml : 20240201 20240201123400 ACCESSION NUMBER: 0001911307-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240201 DATE AS OF CHANGE: 20240201 EFFECTIVENESS DATE: 20240201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Treasure Coast Financial Planning CENTRAL INDEX KEY: 0001911307 ORGANIZATION NAME: 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: 24585833 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 X0202 13F-HR LIVE false true false 0001911307 XXXXXXXX 12-31-2023 12-31-2023 Treasure Coast Financial Planning

545 BEACHLAND BLVD. VERO BEACH FL 32963

13F HOLDINGS REPORT 028-22232 000166684 801-77753 N Halley Rohm 7722311422 Halley Rohm Vero Beach FL 02-01-2024 0 30 143387780 false INFORMATION TABLE 2 tcfpq423_13f.xml APPLE INC COM 037833100 1061926 5516 SH SOLE 0 0 5516 BNY MELLON ETF TRUST INTERNATIONL EQT 09661T404 1730575 24214 SH SOLE 0 0 24214 EXXON MOBIL CORP COM 30231G102 746251 7464 SH SOLE 0 0 7464 FIRST TR VALUE LINE DIVID IN SHS 33734H106 248187 6119 SH SOLE 0 0 6119 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 302778 14175 SH SOLE 0 0 14175 FRANKLIN TEMPLETON ETF TR FTSE EUROPE 35473P652 6359326 225528 SH SOLE 0 0 225528 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 1157940 24512 SH SOLE 0 0 24512 ISHARES TR 0-3 MNTH TREASRY 46436E718 741396 7394 SH SOLE 0 0 7394 ISHARES TR IBONDS 25 TRM TS 46436E866 593477 25493 SH SOLE 0 0 25493 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 5205335 108921 SH SOLE 0 0 108921 JOHNSON & JOHNSON COM 478160104 326466 2083 SH SOLE 0 0 2083 MICROSOFT CORP COM 594918104 423421 1126 SH SOLE 0 0 1126 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 6863138 72427 SH SOLE 0 0 72427 PIMCO ETF TR ACTIVE BD ETF 72201R775 6651975 71952 SH SOLE 0 0 71952 SPDR INDEX SHS FDS PORTFLO EURP ETF 78463X103 3585875 88929 SH SOLE 0 0 88929 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 5219735 92140 SH SOLE 0 0 92140 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 16888281 496568 SH SOLE 0 0 496568 SPDR SER TR BLOOMBERG EMERGI 78464A391 1587648 74748 SH SOLE 0 0 74748 SPDR SER TR PORTFLI TIPS ETF 78464A656 5704288 223085 SH SOLE 0 0 223085 SPDR SER TR S&P DIVID ETF 78464A763 2616747 20939 SH SOLE 0 0 20939 SPDR SER TR PORTFOLI S&P1500 78464A805 30901883 528689 SH SOLE 0 0 528689 SPDR SER TR PORTFOLIO S&P500 78464A854 1458878 26098 SH SOLE 0 0 26098 SPDR SER TR PORTFOLIO SH TSR 78468R101 9754961 335799 SH SOLE 0 0 335799 SPDR SER TR BLOOMBERG 3-12 M 78468R523 10519110 106125 SH SOLE 0 0 106125 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 10233395 111975 SH SOLE 0 0 111975 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 3557884 191387 SH SOLE 0 0 191387 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 5148810 122766 SH SOLE 0 0 122766 TESLA INC COM 88160R101 698974 2813 SH SOLE 0 0 2813 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2874966 12119 SH SOLE 0 0 12119 WISDOMTREE TR US S CAP QTY DIV 97717X651 224154 4725 SH SOLE 0 0 4725