0001911307-22-000004.txt : 20221102 0001911307-22-000004.hdr.sgml : 20221102 20221102083235 ACCESSION NUMBER: 0001911307-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221102 DATE AS OF CHANGE: 20221102 EFFECTIVENESS DATE: 20221102 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: 221352390 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 09-30-2022 09-30-2022 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 11-02-2022 0 32 124593 false INFORMATION TABLE 2 tcfp3q22.xml ABBVIE INC COM 00287Y109 201 1500 SH SOLE 0 0 1500 APPLE INC COM 037833100 925 6690 SH SOLE 0 0 6690 BNY MELLON ETF TRUST INTERNATIONL EQT 09661T404 593 11071 SH SOLE 0 0 11071 CALAMOS LNG SHR EQT DYNAMIC COM 12812C106 155 10401 SH SOLE 0 0 10401 DUKE ENERGY CORP NEW COM NEW 26441C204 410 4404 SH SOLE 0 0 4404 EXXON MOBIL CORP COM 30231G102 636 7289 SH SOLE 0 0 7289 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 229 8679 SH SOLE 0 0 8679 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 217 11775 SH SOLE 0 0 11775 FRANKLIN TEMPLETON ETF TR FTSE EUROPE 35473P652 4806 239023 SH SOLE 0 0 239023 HOME DEPOT INC COM 437076102 280 1015 SH SOLE 0 0 1015 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 389 8523 SH SOLE 0 0 8523 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 2664 10602 SH SOLE 0 0 10602 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 2259 44096 SH SOLE 0 0 44096 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 7495 367572 SH SOLE 0 0 367572 ISHARES TR SELECT DIVID ETF 464287168 4097 38207 SH SOLE 0 0 38207 JOHNSON & JOHNSON COM 478160104 293 1794 SH SOLE 0 0 1794 MICROSOFT CORP COM 594918104 239 1026 SH SOLE 0 0 1026 NEXTERA ENERGY INC COM 65339F101 203 2594 SH SOLE 0 0 2594 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 12128 128059 SH SOLE 0 0 128059 PIMCO ETF TR ACTIVE BD ETF 72201R775 10969 122258 SH SOLE 0 0 122258 SPDR INDEX SHS FDS PORTFLO EURP ETF 78463X103 389 13503 SH SOLE 0 0 13503 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 3944 79743 SH SOLE 0 0 79743 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 12488 484018 SH SOLE 0 0 484018 SPDR SER TR PRTFLO S&P500 VL 78464A508 6172 178963 SH SOLE 0 0 178963 SPDR SER TR PORTFLI TIPS ETF 78464A656 8492 334840 SH SOLE 0 0 334840 SPDR SER TR S&P DIVID ETF 78464A763 564 5056 SH SOLE 0 0 5056 SPDR SER TR PORTFOLI S&P1500 78464A805 18429 417788 SH SOLE 0 0 417788 SPDR SER TR BLOOMBERG INVT 78468R200 12123 400106 SH SOLE 0 0 400106 SPDR SER TR PORTFOLIO S&P600 78468R853 4183 122803 SH SOLE 0 0 122803 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 5512 143341 SH SOLE 0 0 143341 VANGUARD STAR FDS VG TL INTL STK F 921909768 519 11344 SH SOLE 0 0 11344 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2590 14432 SH SOLE 0 0 14432