0001762997-20-000002.txt : 20200513 0001762997-20-000002.hdr.sgml : 20200513 20200513082957 ACCESSION NUMBER: 0001762997-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200513 DATE AS OF CHANGE: 20200513 EFFECTIVENESS DATE: 20200513 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: 20871160 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 03-31-2020 03-31-2020 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 05-13-2020 0 32 153746 false INFORMATION TABLE 2 13F_TWP_2020Q1.xml ISHARES TR S&P MC 400VL ETF 464287705 405 3692 SH SOLE 0 0 3692 ISHARES TR S&P SML 600 GWT 464287887 360 2611 SH SOLE 0 0 2611 ISHARES TR S&P 500 VAL ETF 464287408 1406 14610 SH SOLE 0 0 14610 ISHARES TR S&P 500 GRWT ETF 464287309 2472 14974 SH SOLE 0 0 14974 ISHARES TR RUS 1000 GRW ETF 464287614 633 4205 SH SOLE 0 0 4205 ISHARES TR RUS 2000 VAL ETF 464287630 339 4132 SH SOLE 0 0 4132 JOHNSON & JOHNSON COM 478160104 274 2089 SH SOLE 0 0 2089 CHEVRON CORP NEW COM 166764100 1154 15922 SH SOLE 0 0 15922 MICROSOFT CORP COM 594918104 222 1410 SH SOLE 0 0 1410 SPDR SER TR S&P 600 SMCP VAL 78464A300 2336 57173 SH SOLE 0 0 57173 SPDR SER TR S&P 600 SMCP GRW 78464A201 963 20844 SH SOLE 0 0 20844 ISHARES TR RUS MD CP GR ETF 464287481 482 3965 SH SOLE 0 0 3965 ISHARES TR RUS MDCP VAL ETF 464287473 429 6689 SH SOLE 0 0 6689 PROCTER & GAMBLE CO COM 742718109 1674 15214 SH SOLE 0 0 15214 VANGUARD INDEX FDS VALUE ETF 922908744 17242 193599 SH SOLE 0 0 193599 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7898 88945 SH SOLE 0 0 88945 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2223 31824 SH SOLE 0 0 31824 VANGUARD INDEX FDS GROWTH ETF 922908736 14719 93938 SH SOLE 0 0 93938 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4177 27790 SH SOLE 0 0 27790 SPDR SER TR S&P 400 MDCP VAL 78464A839 4865 137968 SH SOLE 0 0 137968 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3220 25415 SH SOLE 0 0 25415 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6530 80335 SH SOLE 0 0 80335 SPDR SER TR S&P 400 MDCP GRW 78464A821 3604 84157 SH SOLE 0 0 84157 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 944 11063 SH SOLE 0 0 11063 ISHARES TR GLB INFRASTR ETF 464288372 745 21801 SH SOLE 0 0 21801 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 35086 443559 SH SOLE 0 0 443559 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6188 77696 SH SOLE 0 0 77696 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6602 149119 SH SOLE 0 0 149119 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 440 8508 SH SOLE 0 0 8508 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1593 37124 SH SOLE 0 0 37124 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 23769 437974 SH SOLE 0 0 437974 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 752 22361 SH SOLE 0 0 22361