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

Instuitional Investor - Total Wealth Planning & Management, Inc.

Fund Profile
Filing Period:
Fund Name: Total Wealth Planning & Management, Inc.
Portfolio Value $105,435,985
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 14,597 $3,058,363 2.9%
2.
Apple Inc.
 AAPL 13,704 $3,044,024 2.89%
3.
Microsoft Corp
 MSFT 6,589 $2,473,328 2.35%
4.
Unum Group
 UNM 29,064 $2,367,553 2.25%
5.
Amazon Com Inc
 AMZN 12,337 $2,347,238 2.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)