Treasure Coast Financial Planning

**Treasure Coast Financial Planning** manages $188M across a diversified portfolio of 46 positions. The strategy exhibits a notable allocation toward fixed income and Treasury-linked assets, highlighted by the top holdings in SPTM ($34.5M) and SPDW ($24.4M). Further significant exposure is maintained in BILS ($12.8M) and BIL ($12.7M), suggesting a core focus on capital preservation and yield generation. This positioning indicates a tactical emphasis on navigating interest rate environments within the fixed-income spectrum.

📌 Top Holdings