0001911307-22-000003.txt : 20220802 0001911307-22-000003.hdr.sgml : 20220802 20220802170641 ACCESSION NUMBER: 0001911307-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220802 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Treasure Coast Financial Planning CENTRAL INDEX KEY: 0001911307 IRS NUMBER: 650654553 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22232 FILM NUMBER: 221129741 BUSINESS ADDRESS: STREET 1: 545 BEACHLAND BLVD. CITY: VERO BEACH STATE: FL ZIP: 32963 BUSINESS PHONE: 772-231-1422 MAIL ADDRESS: STREET 1: 545 BEACHLAND BLVD. CITY: VERO BEACH STATE: FL ZIP: 32963 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001911307 XXXXXXXX 06-30-2022 06-30-2022 Treasure Coast Financial Planning

545 BEACHLAND BLVD. VERO BEACH FL 32963

13F HOLDINGS REPORT 028-22232 N Halley Rohm 7722311422 Halley Rohm Vero Beach FL 08-02-2022 0 32 129114 false INFORMATION TABLE 2 tcfp2q221.xml ABBVIE INC COM 00287Y109 230 1500 SH SOLE 0 0 1500 APPLE INC COM 037833100 805 5889 SH SOLE 0 0 5889 CALAMOS LNG SHR EQT DYNAMIC COM 12812C106 172 10401 SH SOLE 0 0 10401 DUKE ENERGY CORP NEW COM NEW 26441C204 471 4394 SH SOLE 0 0 4394 EXXON MOBIL CORP COM 30231G102 647 7553 SH SOLE 0 0 7553 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 287 9175 SH SOLE 0 0 9175 FIRST TR EXCH TRD ALPHDX FD GERMANY ALPHA 33737J190 290 8587 SH SOLE 0 0 8587 FRANKLIN TEMPLETON ETF TR FTSE EUROPE 35473P652 5185 227295 SH SOLE 0 0 227295 HOME DEPOT INC COM 437076102 278 1015 SH SOLE 0 0 1015 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 465 9660 SH SOLE 0 0 9660 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 206 4150 SH SOLE 0 0 4150 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 6068 292558 SH SOLE 0 0 292558 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 2580 9631 SH SOLE 0 0 9631 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 2855 53690 SH SOLE 0 0 53690 ISHARES TR SELECT DIVID ETF 464287168 4383 37251 SH SOLE 0 0 37251 ISHARES TR MSCI EAFE ETF 464287465 407 6509 SH SOLE 0 0 6509 JOHNSON & JOHNSON COM 478160104 333 1878 SH SOLE 0 0 1878 MICROSOFT CORP COM 594918104 264 1026 SH SOLE 0 0 1026 NEXTERA ENERGY INC COM 65339F101 201 2594 SH SOLE 0 0 2594 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 12555 130758 SH SOLE 0 0 130758 PIMCO ETF TR ACTIVE BD ETF 72201R775 10234 107444 SH SOLE 0 0 107444 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 4058 77904 SH SOLE 0 0 77904 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 13114 454718 SH SOLE 0 0 454718 SPDR SER TR PRTFLO S&P500 VL 78464A508 6447 175084 SH SOLE 0 0 175084 SPDR SER TR PORTFLI TIPS ETF 78464A656 9308 338235 SH SOLE 0 0 338235 SPDR SER TR PORTFOLI S&P1500 78464A805 18961 407931 SH SOLE 0 0 407931 SPDR SER TR BLOOMBERG INVT 78468R200 10997 365236 SH SOLE 0 0 365236 SPDR SER TR PORTFOLIO S&P600 78468R853 4209 116971 SH SOLE 0 0 116971 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 2103 50501 SH SOLE 0 0 50501 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 5780 139974 SH SOLE 0 0 139974 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3903 20694 SH SOLE 0 0 20694 VANGUARD STAR FDS VG TL INTL STK F 921909768 1318 25536 SH SOLE 0 0 25536