# EDGAR Filing Document

**Accession Number:** 0001911307
**File Stem:** 0001911307-23-000001
**Filing Date:** 2023-2
**Character Count:** 7606
**Document Hash:** 8da47974a8fdfdad57ff46038fa549be
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001911307-23-000001.hdr.sgml**: 20230207

**ACCESSION NUMBER**: 0001911307-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230207

**DATE AS OF CHANGE**: 20230206

**EFFECTIVENESS DATE**: 20230207

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Treasure Coast Financial Planning
- **CENTRAL INDEX KEY:** 0001911307
- **IRS NUMBER:** 650654553
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22232
- **FILM NUMBER:** 23591784

**BUSINESS ADDRESS:**
- **STREET 1:** 545 BEACHLAND BLVD.
- **CITY:** VERO BEACH
- **STATE:** FL
- **ZIP:** 32963
- **BUSINESS PHONE:** 772-231-1422

**MAIL ADDRESS:**
- **STREET 1:** 545 BEACHLAND BLVD.
- **CITY:** VERO BEACH
- **STATE:** FL
- **ZIP:** 32963

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Treasure Coast Financial Planning<br>**Address:** 545 BEACHLAND BLVD.<br>VERO BEACH, FL 32963

**Form 13F File Number:** 028-22232

**CRD Number (if applicable):** 000166684

**SEC File Number (if applicable):** 801-77753

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Halley Rohm<br>**Title:** Tax and Compliance Associate<br>**Phone:** 7722311422

**Signature, Place, and Date of Signing:**

Halley Rohm  Vero Beach, FL  02-06-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 38

**Form 13F Information Table Value Total:** $134020000

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 242000 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| APPLE INC | COM | 037833100 |  | 870000 | 6692 | SH |  | SOLE |  | 0 | 0 | 6692 |
| BNY MELLON ETF TRUST | INTERNATIONL EQT | 09661T404 |  | 1369000 | 21966 | SH |  | SOLE |  | 0 | 0 | 21966 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 456000 | 4424 | SH |  | SOLE |  | 0 | 0 | 4424 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 804000 | 7289 | SH |  | SOLE |  | 0 | 0 | 7289 |
| FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 |  | 241000 | 6031 | SH |  | SOLE |  | 0 | 0 | 6031 |
| FIRST TR EXCH TRD ALPHDX FD | EUROPE ALPHADEX | 33737J117 |  | 251000 | 7789 | SH |  | SOLE |  | 0 | 0 | 7789 |
| FIRST TR EXCHANGE-TRADED FD | BUYWRIT INCM ETF | 33738R308 |  | 228000 | 11775 | SH |  | SOLE |  | 0 | 0 | 11775 |
| FRANKLIN TEMPLETON ETF TR | FTSE EUROPE | 35473P652 |  | 5806000 | 241571 | SH |  | SOLE |  | 0 | 0 | 241571 |
| HOME DEPOT INC | COM | 437076102 |  | 321000 | 1015 | SH |  | SOLE |  | 0 | 0 | 1015 |
| INVESCO ACTIVELY MANAGED ETF | TOTAL RETURN | 46090A804 |  | 1388000 | 29866 | SH |  | SOLE |  | 0 | 0 | 29866 |
| INVESCO EXCHANGE TRADED FD T | S EQL HLT | 46137V332 |  | 3022000 | 10476 | SH |  | SOLE |  | 0 | 0 | 10476 |
| INVESCO EXCHANGE TRADED FD T | S EQL FIN | 46137V340 |  | 1602000 | 28403 | SH |  | SOLE |  | 0 | 0 | 28403 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 |  | 7211000 | 352000 | SH |  | SOLE |  | 0 | 0 | 352000 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 4669000 | 38718 | SH |  | SOLE |  | 0 | 0 | 38718 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 317000 | 1796 | SH |  | SOLE |  | 0 | 0 | 1796 |
| MICROSOFT CORP | COM | 594918104 |  | 246000 | 1026 | SH |  | SOLE |  | 0 | 0 | 1026 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 206000 | 2459 | SH |  | SOLE |  | 0 | 0 | 2459 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 |  | 11170000 | 118506 | SH |  | SOLE |  | 0 | 0 | 118506 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 10358000 | 114479 | SH |  | SOLE |  | 0 | 0 | 114479 |
| SPDR INDEX SHS FDS | PORTFLO EURP ETF | 78463X103 |  | 793000 | 22857 | SH |  | SOLE |  | 0 | 0 | 22857 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 |  | 4549000 | 79773 | SH |  | SOLE |  | 0 | 0 | 79773 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 14002000 | 471606 | SH |  | SOLE |  | 0 | 0 | 471606 |
| SPDR SER TR | BLOOMBERG EMERGI | 78464A391 |  | 1225000 | 59559 | SH |  | SOLE |  | 0 | 0 | 59559 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 6842000 | 175937 | SH |  | SOLE |  | 0 | 0 | 175937 |
| SPDR SER TR | PORTFLI TIPS ETF | 78464A656 |  | 5927000 | 230098 | SH |  | SOLE |  | 0 | 0 | 230098 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 1492000 | 11926 | SH |  | SOLE |  | 0 | 0 | 11926 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 18533000 | 391902 | SH |  | SOLE |  | 0 | 0 | 391902 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 1259000 | 27994 | SH |  | SOLE |  | 0 | 0 | 27994 |
| SPDR SER TR | PORTFOLIO SH TSR | 78468R101 |  | 211000 | 7308 | SH |  | SOLE |  | 0 | 0 | 7308 |
| SPDR SER TR | BLOOMBERG INVT | 78468R200 |  | 13069000 | 430040 | SH |  | SOLE |  | 0 | 0 | 430040 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 403000 | 10186 | SH |  | SOLE |  | 0 | 0 | 10186 |
| SPDR SER TR | PORTFOLIO S | 78468R853 |  | 4426000 | 119707 | SH |  | SOLE |  | 0 | 0 | 119707 |
| SPDR SER TR | BLOOMBERG 1 10 Y | 78468R861 |  | 2702000 | 146446 | SH |  | SOLE |  | 0 | 0 | 146446 |
| SSGA ACTIVE TR | SPDR DBLELN EMRG | 78470P309 |  | 4578000 | 113889 | SH |  | SOLE |  | 0 | 0 | 113889 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 334000 | 6456 | SH |  | SOLE |  | 0 | 0 | 6456 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2637000 | 13793 | SH |  | SOLE |  | 0 | 0 | 13793 |
| WISDOMTREE TR | US S CAP QTY DIV | 97717X651 |  | 261000 | 6484 | SH |  | SOLE |  | 0 | 0 | 6484 |

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