0001762997-20-000001.txt : 20200211
0001762997-20-000001.hdr.sgml : 20200211
20200210195420
ACCESSION NUMBER: 0001762997-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200211
DATE AS OF CHANGE: 20200210
EFFECTIVENESS DATE: 20200211
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: 20593488
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
12-31-2019
12-31-2019
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
02-10-2020
0
34
187521
false
INFORMATION TABLE
2
13F_TWP_2019Q4.xml
ISHARES TR
S&P MC 400VL ETF
464287705
515
3017
SH
SOLE
0
0
3017
ISHARES TR
S&P MC 400GR ETF
464287606
249
1044
SH
SOLE
0
0
1044
ISHARES TR
S&P SML 600 GWT
464287887
557
2882
SH
SOLE
0
0
2882
ISHARES TR
S&P 500 VAL ETF
464287408
1320
10147
SH
SOLE
0
0
10147
ISHARES TR
S&P 500 GRWT ETF
464287309
2802
14468
SH
SOLE
0
0
14468
ISHARES TR
RUS 1000 GRW ETF
464287614
746
4243
SH
SOLE
0
0
4243
ISHARES TR
RUS 2000 VAL ETF
464287630
359
2792
SH
SOLE
0
0
2792
ISHARES TR
RUS 2000 GRW ETF
464287648
233
1086
SH
SOLE
0
0
1086
JOHNSON & JOHNSON
COM
478160104
313
2144
SH
SOLE
0
0
2144
CHEVRON CORP NEW
COM
166764100
1923
15958
SH
SOLE
0
0
15958
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
4585
69782
SH
SOLE
0
0
69782
SPDR SERIES TRUST
S&P 600 SMCP GRW
78464A201
1307
20260
SH
SOLE
0
0
20260
ISHARES TR
RUS MD CP GR ETF
464287481
603
3952
SH
SOLE
0
0
3952
ISHARES TR
RUS MDCP VAL ETF
464287473
649
6849
SH
SOLE
0
0
6849
PROCTER & GAMBLE CO
COM
742718109
1974
15807
SH
SOLE
0
0
15807
APPLE INC
COM
037833100
203
692
SH
SOLE
0
0
692
VANGUARD INDEX FDS
VALUE ETF
922908744
19218
160349
SH
SOLE
0
0
160349
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
8877
64764
SH
SOLE
0
0
64764
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2899
31242
SH
SOLE
0
0
31242
VANGUARD INDEX FDS
GROWTH ETF
922908736
17319
95070
SH
SOLE
0
0
95070
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
4686
23583
SH
SOLE
0
0
23583
ISHARES TR
EAFE GRWTH ETF
464288885
417
4818
SH
SOLE
0
0
4818
SPDR SERIES TRUST
S&P 400 MDCP VAL
78464A839
8416
153632
SH
SOLE
0
0
153632
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
2879
18135
SH
SOLE
0
0
18135
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
5592
46918
SH
SOLE
0
0
46918
SPDR SERIES TRUST
S&P 400 MDCP GRW
78464A821
5537
96990
SH
SOLE
0
0
96990
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
1198
14283
SH
SOLE
0
0
14283
ISHARES TR
GLB INFRASTR ETF
464288372
1700
35483
SH
SOLE
0
0
35483
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
39368
485841
SH
SOLE
0
0
485841
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
7611
81922
SH
SOLE
0
0
81922
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
9935
165250
SH
SOLE
0
0
165250
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
431
8544
SH
SOLE
0
0
8544
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
5170
87501
SH
SOLE
0
0
87501
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
27930
522747
SH
SOLE
0
0
522747