0001762997-19-000001.txt : 20190214 0001762997-19-000001.hdr.sgml : 20190214 20190213205708 ACCESSION NUMBER: 0001762997-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190214 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: 19600107 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 12-31-2018 12-31-2018 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 02-13-2019 0 30 144476 false INFORMATION TABLE 2 13F_TWP_2018Q4.xml VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2416 20188 SH SOLE 0 0 20188 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 2581 47965 SH SOLE 0 0 47965 ISHARES TR RUS 2000 VAL ETF 464287630 308 2862 SH SOLE 0 0 2862 ISHARES TR S&P 500 VAL ETF 464287408 1064 10517 SH SOLE 0 0 10517 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 5451 122892 SH SOLE 0 0 122892 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 4419 84308 SH SOLE 0 0 84308 CHEVRON CORP NEW COM 166764100 1765 16228 SH SOLE 0 0 16228 ISHARES TR EAFE GRWTH ETF 464288885 360 5218 SH SOLE 0 0 5218 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4713 49476 SH SOLE 0 0 49476 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 23807 470580 SH SOLE 0 0 470580 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 3781 82458 SH SOLE 0 0 82458 ISHARES TR S&P MC 400VL ETF 464287705 430 3112 SH SOLE 0 0 3112 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6864 60178 SH SOLE 0 0 60178 VANGUARD INDEX FDS VALUE ETF 922908744 14813 151233 SH SOLE 0 0 151233 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3481 23114 SH SOLE 0 0 23114 VANGUARD INDEX FDS GROWTH ETF 922908736 13430 99976 SH SOLE 0 0 99976 JOHNSON & JOHNSON COM 478160104 325 2517 SH SOLE 0 0 2517 ISHARES TR RUS 1000 GRW ETF 464287614 610 4659 SH SOLE 0 0 4659 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2590 34732 SH SOLE 0 0 34732 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1258 15885 SH SOLE 0 0 15885 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 31168 399899 SH SOLE 0 0 399899 PROCTER AND GAMBLE CO COM 742718109 1621 17634 SH SOLE 0 0 17634 ISHARES TR GLB INFRASTR ETF 464288372 1529 38817 SH SOLE 0 0 38817 ISHARES TR RUS MDCP VAL ETF 464287473 566 7416 SH SOLE 0 0 7416 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6700 135934 SH SOLE 0 0 135934 ISHARES TR RUS MD CP GR ETF 464287481 484 4254 SH SOLE 0 0 4254 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4422 64157 SH SOLE 0 0 64157 ISHARES TR S&P SML 600 GWT 464287887 499 3090 SH SOLE 0 0 3090 ISHARES TR S&P 500 GRWT ETF 464287309 2445 16229 SH SOLE 0 0 16229 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 576 10686 SH SOLE 0 0 10686