0001762997-21-000001.txt : 20210211
0001762997-21-000001.hdr.sgml : 20210211
20210211075816
ACCESSION NUMBER: 0001762997-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210211
DATE AS OF CHANGE: 20210211
EFFECTIVENESS DATE: 20210211
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: 21616787
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
12-31-2020
12-31-2020
Total Wealth Planning, LLC
4665 CORNELL RD
STE 160
CINCINNATI
OH
45241
13F HOLDINGS REPORT
028-19214
N
Robert Siegmann
Chief Compliance Officer
513-684-6696
Robert Siegmann
Cincinnati
OH
02-11-2021
0
41
216341
false
INFORMATION TABLE
2
13F_TWP_2020Q4.xml
AMAZON COM INC
COM
023135106
241
74
SH
SOLE
0
0
74
APPLE INC
COM
037833100
476
3587
SH
SOLE
0
0
3587
CHEVRON CORP NEW
COM
166764100
1067
12638
SH
SOLE
0
0
12638
CINTAS CORP
COM
172908105
482
1365
SH
SOLE
0
0
1365
ISHARES INC
MSCI GBL MIN VOL
464286525
597
6164
SH
SOLE
0
0
6164
ISHARES TR
S&P 500 GRWT ETF
464287309
3267
51185
SH
SOLE
0
0
51185
ISHARES TR
S&P 500 VAL ETF
464287408
1711
13365
SH
SOLE
0
0
13365
ISHARES TR
RUS MDCP VAL ETF
464287473
646
6666
SH
SOLE
0
0
6666
ISHARES TR
RUS MD CP GR ETF
464287481
667
6495
SH
SOLE
0
0
6495
ISHARES TR
S&P MC 400GR ETF
464287606
288
3990
SH
SOLE
0
0
3990
ISHARES TR
RUS 1000 GRW ETF
464287614
833
3456
SH
SOLE
0
0
3456
ISHARES TR
RUS 2000 VAL ETF
464287630
523
3970
SH
SOLE
0
0
3970
ISHARES TR
RUS 2000 GRW ETF
464287648
204
712
SH
SOLE
0
0
712
ISHARES TR
S&P MC 400VL ETF
464287705
587
6799
SH
SOLE
0
0
6799
ISHARES TR
S&P SML 600 GWT
464287887
541
4739
SH
SOLE
0
0
4739
ISHARES TR
GLB INFRASTR ETF
464288372
1330
30423
SH
SOLE
0
0
30423
ISHARES TR
EAFE VALUE ETF
464288877
255
5396
SH
SOLE
0
0
5396
MICROSOFT CORP
COM
594918104
316
1419
SH
SOLE
0
0
1419
PROCTER AND GAMBLE CO
COM
742718109
2187
15717
SH
SOLE
0
0
15717
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
6711
52260
SH
SOLE
0
0
52260
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
8012
134581
SH
SOLE
0
0
134581
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
29724
530495
SH
SOLE
0
0
530495
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
432
8400
SH
SOLE
0
0
8400
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1152
13067
SH
SOLE
0
0
13067
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
2706
49820
SH
SOLE
0
0
49820
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2247
24271
SH
SOLE
0
0
24271
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
10155
85365
SH
SOLE
0
0
85365
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
5512
25991
SH
SOLE
0
0
25991
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2911
34279
SH
SOLE
0
0
34279
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
6377
23823
SH
SOLE
0
0
23823
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
10838
76211
SH
SOLE
0
0
76211
VANGUARD INDEX FDS
GROWTH ETF
922908736
20484
80856
SH
SOLE
0
0
80856
VANGUARD INDEX FDS
VALUE ETF
922908744
24818
208625
SH
SOLE
0
0
208625
SPDR INDEX SHS FDS
PORTFLI MSCI GBL
78463X475
839
17221
SH
SOLE
0
0
17221
SPDR SER TR
S&P 600 SMCP GRW
78464A201
1183
15487
SH
SOLE
0
0
15487
SPDR SER TR
S&P 600 SMCP VAL
78464A300
4256
64293
SH
SOLE
0
0
64293
SPDR SER TR
S&P 400 MDCP GRW
78464A821
4649
67050
SH
SOLE
0
0
67050
SPDR SER TR
S&P 400 MDCP VAL
78464A839
7134
128535
SH
SOLE
0
0
128535
TESLA INC
COM
88160R101
335
475
SH
SOLE
0
0
475
VANGUARD WORLD FDS
INF TECH ETF
92204A702
334
944
SH
SOLE
0
0
944
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
49314
592355
SH
SOLE
0
0
592355