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Robert Siegmann

@Total Wealth Planning, Llc

Latest period2024 - Q4ReportedManaged Assets$642.083MTotal holdings93
Assets growth rate0.2%Assets growth rate (2-Q avg)2.67%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Total Wealth Planning, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Total Wealth Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 642.083M in assets, with a quarterly growth rate of 0.2% and a 2-quarter average growth rate of 2.67%. The portfolio is managed by Robert Siegmann, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JMEEJ P Morgan Exchange Traded F
Recent Activity
New Position
3.16%
$20.288M
335,511 shares@ $60.47 avg price
DFASDimensional Etf Trust
Recent Activity
New Position
0.14%
$847,519
13,023 shares@ $65.08 avg price
REETIshares Tr
Recent Activity
New Position
0.09%
$537,400
22,420 shares@ $23.97 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
0.08%
$486,873
1,155 shares@ $421.54 avg price
UECUranium Energy Corp
Recent Activity
New Position
0.02%
$66,900
10,000 shares@ $6.69 avg price