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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
VBVanguard Index Fds
Recent Activity
Increased 1.42%
0.06%
$326,879
1,360 shares@ $240.36 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 191.76%
0.05%
$308,925
11,148 shares@ $27.72 avg price
JNJJohnson & Johnson
Recent Activity
Increased 4.65%
0.05%
$289,763
2,004 shares@ $144.6 avg price
GUNRFlexshares Tr
Recent Activity
Increased 0.34%
0.04%
$227,075
6,245 shares@ $36.37 avg price
FFord Mtr Co
Recent Activity
Increased 1.35%
0.04%
$210,598
21,273 shares@ $9.9 avg price