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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 $123,500,519
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 6,559 $3,262,402 2.64%
2.
Apple Inc.
 AAPL 14,718 $3,019,773 2.45%
3.
Amazon Com Inc
 AMZN 13,505 $2,962,862 2.4%
4.
Abbvie Inc.
 ABBV 14,538 $2,698,544 2.19%
5.
Unum Group
 UNM 31,373 $2,533,683 2.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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