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Disclosery

13F-HR filed by Treasure Coast Financial Planning

Treasure Coast Financial Planning filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-05, with 40 holding rows worth $161,310,707.

Accession
0001911307-25-000002
Filer
CIK 1911307
Filed
2025-05-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 40 entries on the cover page, a total value of $161,310,707 stated on the cover page (in dollars after the unit check, H1), rows summing to $161,310,707 with VALUE read as dollars as filed, 13F file number 028-22232. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS475,661$32,349,711dollars as filed
SPDW78463X889COM544,918$19,840,452dollars as filed
SPDR SERIES TRUST78468R523ST STR BL 12 ETF117,993$11,739,124dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS122,465$11,233,714dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR339,534$9,927,974dollars as filed
SPDR SERIES TRUST78468R861STATE STRET SPDR436,094$8,368,644dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF84,846$7,845,710dollars as filed
FRANKLIN FTSE EUROPE ETF35473P652ETF246,538$7,622,955dollars as filed
JPMORGAN INT BOND OPPORTUNITIE46641Q852INTL BD OPP ETF119,938$5,743,831dollars as filed
SSGA ACTIVE TR78470P309ST STR MARKE ETF122,914$5,297,572dollars as filed
SPDR INDEX SHS FDS78463X541ST STR NAT ETF97,521$5,192,981dollars as filed
SPDR INDEX SHS FDS78463X103ST STR EUROP ETF110,011$4,841,569dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS107,795$4,806,579dollars as filed
PIMCO ETF TR72201R718ENHNCD LW DUR AC40,688$3,905,120dollars as filed
VTI922908769COM13,334$3,664,828dollars as filed
SPDR S&P Dividend ETF78464A763SHS22,667$3,075,459dollars as filed
BNY MELLON ETF TRUST09661T404INTERNATIONL EQT26,024$2,013,217dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS25,485$1,675,894dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A804TOTAL RETURN34,785$1,632,460dollars as filed
ISHARES TR46438G521IBONDS 1-5 YR TR57,920$1,462,190dollars as filed
Apple Inc037833100COM4,832$1,073,332dollars as filed
SPDR Bloomberg Emerging Markets Local Bond ETF78464A391SHS48,634$976,084dollars as filed
SPDR PORTFOLIO TIPS ETF78464A656PORTFLI TIPS ETF36,428$960,981dollars as filed
EXXON MOBIL CORP30231G102COM7,850$933,601dollars as filed
ISHARES TR46438G513IBONDS 1-5 YR TI22,040$564,444dollars as filed
FIRST TR EXCHANGE TRADED FD33738R308BUYWRIT INCM ETF21,919$479,149dollars as filed
Walmart Inc.931142103COM5,016$440,355dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS4,140$416,774dollars as filed
Microsoft Corp594918104COM971$364,504dollars as filed
WISDOMTREE TR97717X867CMN13,473$360,537dollars as filed
FIRST TRUST INDXX GLOBALNATURAL RESOURCES INCOMEETF33734X838ETF26,469$350,450dollars as filed
Tesla Motors, Inc88160R101COM1,334$345,719dollars as filed
Costco Wholesale Corporation22160K105COM272$257,252dollars as filed
Johnson & Johnson478160104COM1,483$245,920dollars as filed
META PLATFORMS INC CL A30303M102COM410$236,308dollars as filed
VANGUARD STAR FDS921909768COM3,753$233,089dollars as filed
JPMorgan Chase & Co46625H100COM950$233,035dollars as filed
Procter & Gamble Co742718109COM1,327$226,113dollars as filed
SPDR GOLD TR78463V107GOLD SHS705$203,139dollars as filed
FIRST TR EXCHANGE-TRADED FD33735T109COMMON SHS12,523$169,937dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001911307-25-000002this filing2025-05-05acceptance time not in the bulk data set