0001911307-23-000001.txt : 20230207 0001911307-23-000001.hdr.sgml : 20230207 20230206174410 ACCESSION NUMBER: 0001911307-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230207 DATE AS OF CHANGE: 20230206 EFFECTIVENESS DATE: 20230207 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: 23591784 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 X0202 13F-HR LIVE false true false 0001911307 XXXXXXXX 12-31-2022 12-31-2022 Treasure Coast Financial Planning

545 BEACHLAND BLVD. VERO BEACH FL 32963

13F HOLDINGS REPORT 028-22232 000166684 801-77753 N Halley Rohm 7722311422 Halley Rohm Vero Beach FL 02-06-2023 0 38 134020000 false INFORMATION TABLE 2 tcfp4q22.xml ABBVIE INC COM 00287Y109 242000 1500 SH SOLE 0 0 1500 APPLE INC COM 037833100 870000 6692 SH SOLE 0 0 6692 BNY MELLON ETF TRUST INTERNATIONL EQT 09661T404 1369000 21966 SH SOLE 0 0 21966 DUKE ENERGY CORP NEW COM NEW 26441C204 456000 4424 SH SOLE 0 0 4424 EXXON MOBIL CORP COM 30231G102 804000 7289 SH SOLE 0 0 7289 FIRST TR VALUE LINE DIVID IN SHS 33734H106 241000 6031 SH SOLE 0 0 6031 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 251000 7789 SH SOLE 0 0 7789 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 228000 11775 SH SOLE 0 0 11775 FRANKLIN TEMPLETON ETF TR FTSE EUROPE 35473P652 5806000 241571 SH SOLE 0 0 241571 HOME DEPOT INC COM 437076102 321000 1015 SH SOLE 0 0 1015 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 1388000 29866 SH SOLE 0 0 29866 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 3022000 10476 SH SOLE 0 0 10476 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 1602000 28403 SH SOLE 0 0 28403 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 7211000 352000 SH SOLE 0 0 352000 ISHARES TR SELECT DIVID ETF 464287168 4669000 38718 SH SOLE 0 0 38718 JOHNSON & JOHNSON COM 478160104 317000 1796 SH SOLE 0 0 1796 MICROSOFT CORP COM 594918104 246000 1026 SH SOLE 0 0 1026 NEXTERA ENERGY INC COM 65339F101 206000 2459 SH SOLE 0 0 2459 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 11170000 118506 SH SOLE 0 0 118506 PIMCO ETF TR ACTIVE BD ETF 72201R775 10358000 114479 SH SOLE 0 0 114479 SPDR INDEX SHS FDS PORTFLO EURP ETF 78463X103 793000 22857 SH SOLE 0 0 22857 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 4549000 79773 SH SOLE 0 0 79773 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 14002000 471606 SH SOLE 0 0 471606 SPDR SER TR BLOOMBERG EMERGI 78464A391 1225000 59559 SH SOLE 0 0 59559 SPDR SER TR PRTFLO S&P500 VL 78464A508 6842000 175937 SH SOLE 0 0 175937 SPDR SER TR PORTFLI TIPS ETF 78464A656 5927000 230098 SH SOLE 0 0 230098 SPDR SER TR S&P DIVID ETF 78464A763 1492000 11926 SH SOLE 0 0 11926 SPDR SER TR PORTFOLI S&P1500 78464A805 18533000 391902 SH SOLE 0 0 391902 SPDR SER TR PORTFOLIO S&P500 78464A854 1259000 27994 SH SOLE 0 0 27994 SPDR SER TR PORTFOLIO SH TSR 78468R101 211000 7308 SH SOLE 0 0 7308 SPDR SER TR BLOOMBERG INVT 78468R200 13069000 430040 SH SOLE 0 0 430040 SPDR SER TR PRTFLO S&P500 HI 78468R788 403000 10186 SH SOLE 0 0 10186 SPDR SER TR PORTFOLIO S&P600 78468R853 4426000 119707 SH SOLE 0 0 119707 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 2702000 146446 SH SOLE 0 0 146446 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 4578000 113889 SH SOLE 0 0 113889 VANGUARD STAR FDS VG TL INTL STK F 921909768 334000 6456 SH SOLE 0 0 6456 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2637000 13793 SH SOLE 0 0 13793 WISDOMTREE TR US S CAP QTY DIV 97717X651 261000 6484 SH SOLE 0 0 6484