• 13F History

Total Wealth Planning, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$654M
Signature - Title
Robert Siegmann - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Total Wealth Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Total Wealth Planning, LLC reported 91 stock holdings with total value $654M as of Q1 2025. Top holdings included SCHZ, VTV, VUG, VCSH, and DFEM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 91 $654M +$21.9M -$5.13M +$16.8M SCHZ, VTV, VUG, VCSH, DFEM 13F-HR 4/15/2025, 05:14 PM
Q4 2024 93 $642M +$94.1M -$22.8M +$71.3M SCHZ, VUG, VTV, VCSH, DFEM 13F-HR 1/15/2025, 08:16 AM
Q3 2024 90 $641M +$28.7M -$12.2M +$16.5M SCHZ, VUG, VTV, VCSH, DFEM 13F-HR 10/10/2024, 11:50 AM
Q2 2024 89 $609M +$28.2M -$21.2M +$6.97M SCHZ, VUG, VCSH, VTV, DFEM 13F-HR 8/2/2024, 06:47 AM
Q1 2024 91 $582M +$20.7M -$12.9M +$7.78M VCSH, SCHZ, VUG, VTV, DFEM 13F-HR 4/18/2024, 12:58 PM
Q4 2023 89 $551M +$32.4M -$11.1M +$21.3M VCSH, VUG, SCHZ, VTV, DFEM 13F-HR 2/5/2024, 12:46 PM
Q3 2023 88 $489M +$32M -$4.13M +$27.8M VCSH, VUG, VTV, SCHZ, DFEM 13F-HR 11/8/2023, 08:43 AM
Q2 2023 81 $480M +$23.2M -$7.58M +$15.6M VCSH, VUG, VTV, SCHZ, DFEM 13F-HR 7/31/2023, 10:19 AM
Q1 2023 81 $453M +$38.6M -$3.74M +$34.8M VCSH, VUG, VTV, SCHZ, ICLN 13F-HR 4/14/2023, 02:39 PM
Q4 2022 79 $404M +$46.4M -$12.3M +$34M VCSH, VTV, SCHZ, VUG, ICLN 13F-HR 2/2/2023, 01:34 PM
Q3 2022 81 $352M +$47.6M -$22.2M +$25.4M VCSH, VTV, SCHZ, VUG, VOE 13F-HR 11/14/2022, 07:47 AM
Q2 2022 80 $343M +$35.3M -$17.1M +$18.2M VCSH, VTV, SCHZ, VUG, VOE 13F-HR 8/1/2022, 05:23 PM
Q1 2022 83 $370M VCSH, VTV, VUG, SCHZ, VOE 13F-HR 5/12/2022, 05:35 PM
Q4 2021 9 $68.8M $0 $0 VCSH, SCHZ, VNQI, CVX, IGF 13F-HR 2/9/2022, 02:18 PM
Q3 2021 44 $276M +$24.8M -$2.55M +$22.3M VCSH, SCHZ, VTV, VUG, VOE 13F-HR 11/4/2021, 08:06 AM
Q2 2021 45 $255M +$12.9M -$3.86M +$9.09M VCSH, SCHZ, VTV, VUG, VOE 13F-HR 8/16/2021, 02:18 PM
Q1 2021 41 $236M +$14.5M -$4.72M +$9.75M VCSH, SCHZ, VTV, VUG, VBR 13F-HR 5/17/2021, 02:25 PM
Q4 2020 41 $216M +$13M -$5.74M +$7.23M VCSH, SCHZ, VTV, VUG, VBR 13F-HR 2/11/2021, 06:58 AM
Q3 2020 41 $193M +$13.3M -$8.71M +$4.55M VCSH, SCHZ, VTV, VUG, VBR 13F-HR 11/9/2020, 07:12 PM
Q2 2020 37 $180M +$6.38M -$1.34M +$5.04M VCSH, SCHZ, VTV, VUG, VBR 13F-HR 8/13/2020, 07:13 AM
Q1 2020 32 $154M +$11.1M -$13.8M -$2.71M VCSH, SCHZ, VTV, VUG, VBR 13F-HR 5/13/2020, 08:29 AM
Q4 2019 34 $188M +$4.74M -$302K +$4.44M VCSH, SCHZ, VTV, VUG, SCHV 13F-HR 2/10/2020, 06:54 PM
Q3 2019 34 $176M +$5.86M -$384K +$5.48M VCSH, SCHZ, VTV, VUG, SCHV 13F-HR 11/6/2019, 05:41 PM
Q2 2019 34 $169M +$5.1M -$1.58M +$3.52M VCSH, SCHZ, VTV, VUG, SCHV 13F-HR 8/6/2019, 03:55 PM
Q1 2019 34 $162M +$5.38M -$1.44M +$3.94M VCSH, SCHZ, VTV, VUG, SCHV 13F-HR 5/14/2019, 09:08 PM
Q4 2018 30 $144M VCSH, SCHZ, VTV, VUG, VBR 13F-HR 2/13/2019, 07:57 PM