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Ryan Fink

Treasure Coast Financial Planning

Assets Managed
$194.273M
Holdings
48
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
3.19%(2Q avg: 4.1%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Treasure Coast Financial Planning's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Treasure Coast Financial Planning over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 194.273M in assets, with a quarterly growth rate of 3.19% and a 2-quarter average growth rate of 4.1%. The portfolio is managed by Ryan Fink, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -0.44%
16.96%
$32.946M
416,689 shares@ $79.07 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 0.8%
13%
$25.249M
553,081 shares@ $45.66 avg price
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
Increased 9.84%
7.24%
$14.051M
141,297 shares@ $99.45 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 4.75%
6.85%
$13.298M
145,104 shares@ $91.65 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Decreased -0.74%
5.47%
$10.626M
363,917 shares@ $29.2 avg price
TIPX
Spdr Bloomberg 1-10 Year Tip
Recent Activity
Decreased -5.69%
5.26%
$10.205M
531,767 shares@ $19.2 avg price
FLEE
Franklin Ftse Europe Etf
Recent Activity
Increased 3.74%
4.9%
$9.508M
261,478 shares@ $36.37 avg price
GNR
Spdr S&p Gl Nat Resources
Recent Activity
Decreased -8.92%
4.32%
$8.386M
112,327 shares@ $74.66 avg price
LDUR
Pimco Enhanced Low Duration
Recent Activity
Increased 79.64%
3.99%
$7.738M
80,743 shares@ $95.84 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Decreased -16.47%
3.67%
$7.118M
77,127 shares@ $92.29 avg price

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