0001911307-23-000002.txt : 20230504 0001911307-23-000002.hdr.sgml : 20230504 20230504170530 ACCESSION NUMBER: 0001911307-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 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: 23889852 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 03-31-2023 03-31-2023 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 05-04-2023 0 38 143043015 false INFORMATION TABLE 2 tcfpq123_13f.xml ABBVIE INC COM 00287Y109 239055 1500 SH SOLE 0 0 1500 APPLE INC COM 037833100 951182 5768 SH SOLE 0 0 5768 BNY MELLON ETF TRUST INTERNATIONL EQT 09661T404 1380583 20575 SH SOLE 0 0 20575 DUKE ENERGY CORP NEW COM NEW 26441C204 426783 4424 SH SOLE 0 0 4424 EXXON MOBIL CORP COM 30231G102 799312 7289 SH SOLE 0 0 7289 FIRST TR VALUE LINE DIVID IN SHS 33734H106 271321 6756 SH SOLE 0 0 6756 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 270707 7789 SH SOLE 0 0 7789 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 237384 11775 SH SOLE 0 0 11775 FRANKLIN TEMPLETON ETF TR FTSE EUROPE 35473P652 6074736 228609 SH SOLE 0 0 228609 HOME DEPOT INC COM 437076102 299547 1015 SH SOLE 0 0 1015 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 1174610 24886 SH SOLE 0 0 24886 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 1373817 4710 SH SOLE 0 0 4710 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 7554605 366907 SH SOLE 0 0 366907 ISHARES TR IBONDS 25 TRM TS 46436E866 599850 25493 SH SOLE 0 0 25493 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 3486122 73609 SH SOLE 0 0 73609 JOHNSON & JOHNSON COM 478160104 282713 1824 SH SOLE 0 0 1824 MICROSOFT CORP COM 594918104 324626 1126 SH SOLE 0 0 1126 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 9464557 99748 SH SOLE 0 0 99748 PIMCO ETF TR ACTIVE BD ETF 72201R775 13996259 150895 SH SOLE 0 0 150895 SPDR INDEX SHS FDS PORTFLO EURP ETF 78463X103 1581858 41595 SH SOLE 0 0 41595 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 4692428 82194 SH SOLE 0 0 82194 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 15027336 467850 SH SOLE 0 0 467850 SPDR SER TR BLOOMBERG EMERGI 78464A391 1158739 54606 SH SOLE 0 0 54606 SPDR SER TR PRTFLO S&P500 VL 78464A508 6494270 159486 SH SOLE 0 0 159486 SPDR SER TR PORTFLI TIPS ETF 78464A656 7070312 265104 SH SOLE 0 0 265104 SPDR SER TR S&P DIVID ETF 78464A763 4088244 33047 SH SOLE 0 0 33047 SPDR SER TR PORTFOLI S&P1500 78464A805 20646182 409403 SH SOLE 0 0 409403 SPDR SER TR PORTFOLIO S&P500 78464A854 1291816 26829 SH SOLE 0 0 26829 SPDR SER TR PORTFOLIO SH TSR 78468R101 1439373 49243 SH SOLE 0 0 49243 SPDR SER TR BLOOMBERG INVT 78468R200 13525357 444474 SH SOLE 0 0 444474 SPDR SER TR BLOOMBERG 3-12 M 78468R523 1010145 10141 SH SOLE 0 0 10141 SPDR SER TR PRTFLO S&P500 HI 78468R788 275956 7262 SH SOLE 0 0 7262 SPDR SER TR PORTFOLIO S&P600 78468R853 4757887 125970 SH SOLE 0 0 125970 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 2632858 138353 SH SOLE 0 0 138353 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 5120511 125261 SH SOLE 0 0 125261 VANGUARD STAR FDS VG TL INTL STK F 921909768 241237 4369 SH SOLE 0 0 4369 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2536638 12428 SH SOLE 0 0 12428 WISDOMTREE TR US S CAP QTY DIV 97717X651 244099 5872 SH SOLE 0 0 5872