0001762997-19-000004.txt : 20191107
0001762997-19-000004.hdr.sgml : 20191107
20191106184114
ACCESSION NUMBER: 0001762997-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191107
DATE AS OF CHANGE: 20191106
EFFECTIVENESS DATE: 20191107
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: 191197681
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
09-30-2019
09-30-2019
Total Wealth Planning, LLC
4665 CORNELL RD
STE 160
CINCINNATI
OH
45241
13F HOLDINGS REPORT
028-19214
N
Robert Siegmann
Chief Compliance Officer
(513) 984-6696
Robert Siegmann
Cincinnati
OH
11-06-2019
0
34
175982
false
INFORMATION TABLE
2
13F_TWP_2019Q3.xml
ISHARES TR
S&P MC 400VL ETF
464287705
478
2990
SH
SOLE
0
0
2990
ISHARES TR
S&P MC 400GR ETF
464287606
233
1043
SH
SOLE
0
0
1043
ISHARES TR
S&P SML 600 GWT
464287887
524
2940
SH
SOLE
0
0
2940
ISHARES TR
S&P 500 VAL ETF
464287408
1212
10175
SH
SOLE
0
0
10175
ISHARES TR
S&P 500 GRWT ETF
464287309
2695
14968
SH
SOLE
0
0
14968
ISHARES TR
RUS 1000 GRW ETF
464287614
680
4258
SH
SOLE
0
0
4258
ISHARES TR
RUS 2000 VAL ETF
464287630
333
2791
SH
SOLE
0
0
2791
ISHARES TR
RUS 2000 GRW ETF
464287648
215
1118
SH
SOLE
0
0
1118
JOHNSON & JOHNSON
COM
478160104
281
2174
SH
SOLE
0
0
2174
AMERISOURCEBERGEN CORP
COM
03073E105
212
2579
SH
SOLE
0
0
2579
CHEVRON CORP NEW
COM
166764100
1885
15896
SH
SOLE
0
0
15896
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
4238
69174
SH
SOLE
0
0
69174
SPDR SERIES TRUST
S&P 600 SMCP GRW
78464A201
1159
19455
SH
SOLE
0
0
19455
ISHARES TR
RUS MD CP GR ETF
464287481
562
3975
SH
SOLE
0
0
3975
ISHARES TR
RUS MDCP VAL ETF
464287473
621
6919
SH
SOLE
0
0
6919
PROCTER & GAMBLE CO
COM
742718109
1983
15942
SH
SOLE
0
0
15942
VANGUARD INDEX FDS
VALUE ETF
922908744
17839
159818
SH
SOLE
0
0
159818
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
8195
63604
SH
SOLE
0
0
63604
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2820
30241
SH
SOLE
0
0
30241
VANGUARD INDEX FDS
GROWTH ETF
922908736
15797
95003
SH
SOLE
0
0
95003
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
4310
23675
SH
SOLE
0
0
23675
ISHARES TR
EAFE GRWTH ETF
464288885
388
4818
SH
SOLE
0
0
4818
SPDR SERIES TRUST
S&P 400 MDCP VAL
78464A839
7745
150924
SH
SOLE
0
0
150924
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
2776
18745
SH
SOLE
0
0
18745
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
5334
47202
SH
SOLE
0
0
47202
SPDR SERIES TRUST
S&P 400 MDCP GRW
78464A821
5109
95097
SH
SOLE
0
0
95097
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
1188
14072
SH
SOLE
0
0
14072
ISHARES TR
GLB INFRASTR ETF
464288372
1644
35374
SH
SOLE
0
0
35374
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
37069
457362
SH
SOLE
0
0
457362
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
6817
81146
SH
SOLE
0
0
81146
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
9308
164072
SH
SOLE
0
0
164072
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
432
8543
SH
SOLE
0
0
8543
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
4507
76931
SH
SOLE
0
0
76931
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
27393
508692
SH
SOLE
0
0
508692