0001911307-24-000003.txt : 20240426 0001911307-24-000003.hdr.sgml : 20240426 20240426125816 ACCESSION NUMBER: 0001911307-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240426 DATE AS OF CHANGE: 20240426 EFFECTIVENESS DATE: 20240426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Treasure Coast Financial Planning CENTRAL INDEX KEY: 0001911307 ORGANIZATION NAME: 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: 24881083 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 03-31-2024 03-31-2024 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 04-26-2024 0 34 152933837 false INFORMATION TABLE 2 tcfp1q24_13f.xml APPLE INC COM 037833100 830478 4843 SH SOLE 0 0 4843 BNY MELLON ETF TRUST INTERNATIONL EQT 09661T404 1829913 24202 SH SOLE 0 0 24202 EXXON MOBIL CORP COM 30231G102 873195 7512 SH SOLE 0 0 7512 META PLATFORMS INC CL A 30303M102 203458 419 SH SOLE 0 0 419 FIRST TR VALUE LINE DIVID IN SHS 33734H106 4256826 100801 SH SOLE 0 0 100801 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 249306 6634 SH SOLE 0 0 6634 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 318512 14175 SH SOLE 0 0 14175 FRANKLIN TEMPLETON ETF TR FTSE EUROPE 35473P652 7108128 239009 SH SOLE 0 0 239009 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 1023875 21873 SH SOLE 0 0 21873 ISHARES TR 0-3 MNTH TREASRY 46436E718 516542 5129 SH SOLE 0 0 5129 ISHARES TR IBONDS 25 TRM TS 46436E866 278783 12001 SH SOLE 0 0 12001 JPMORGAN CHASE & CO COM 46625H100 223134 1114 SH SOLE 0 0 1114 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 5422204 113864 SH SOLE 0 0 113864 JOHNSON & JOHNSON COM 478160104 286078 1808 SH SOLE 0 0 1808 MICROSOFT CORP COM 594918104 412306 980 SH SOLE 0 0 980 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 4306549 45399 SH SOLE 0 0 45399 PIMCO ETF TR ACTIVE BD ETF 72201R775 7721291 84055 SH SOLE 0 0 84055 SPDR INDEX SHS FDS PORTFLO EURP ETF 78463X103 4001934 95103 SH SOLE 0 0 95103 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 5755966 99361 SH SOLE 0 0 99361 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 18674803 521060 SH SOLE 0 0 521060 SPDR SER TR BLOOMBERG EMERGI 78464A391 1532785 74770 SH SOLE 0 0 74770 SPDR SER TR PORTFLI TIPS ETF 78464A656 5721514 223322 SH SOLE 0 0 223322 SPDR SER TR S&P DIVID ETF 78464A763 3028625 23077 SH SOLE 0 0 23077 SPDR SER TR PORTFOLI S&P1500 78464A805 32747357 510481 SH SOLE 0 0 510481 SPDR SER TR PORTFOLIO S&P500 78464A854 1590366 25847 SH SOLE 0 0 25847 SPDR SER TR PORTFOLIO SH TSR 78468R101 10185422 352193 SH SOLE 0 0 352193 SPDR SER TR BLOOMBERG 3-12 M 78468R523 10739746 108024 SH SOLE 0 0 108024 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 10083863 109846 SH SOLE 0 0 109846 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 3668352 196800 SH SOLE 0 0 196800 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 5364512 127159 SH SOLE 0 0 127159 TESLA INC COM 88160R101 319410 1817 SH SOLE 0 0 1817 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3213509 12364 SH SOLE 0 0 12364 WALMART INC COM 931142103 242365 4028 SH SOLE 0 0 4028 WISDOMTREE TR US S CAP QTY DIV 97717X651 202730 4084 SH SOLE 0 0 4084