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Home > Institutional Investor > Total Wealth Planning & Management, Inc. > Profile

Instuitional Investor - Total Wealth Planning & Management, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Total Wealth Planning & Management, Inc.
Portfolio Value	$134,858,814

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	15,829	$4,303,384	3.19%
2.	Expand Energy Corp	EXE	34,295	$3,784,796	2.81%
3.	Amazon Com Inc	AMZN	14,447	$3,334,657	2.47%
4.	Spdr S & P 500 Etf Trust	SPY	4,680	$3,191,456	2.37%
5.	Microsoft Corp	MSFT	6,431	$3,110,141	2.31%