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Total Investment Management Inc.
Total Investment Management, Inc. is an independent registered investment advisory firm headquartered in Scottsdale, Arizona. The firm was founded in 1998 and offers wealth management and investment advisory services to individuals, families, corporate retirement plans, and institutions. Known for its client-centric approach, the firm serves a diverse clientele, focusing on long-term relationships and tailored financial strategies. Total Investment Management employs a small but experienced team dedicated to comprehensive financial planning and investment management.
Investment Strategy
Total Investment Management, Inc. provides personalized portfolio management and financial planning services with an emphasis on strategic asset allocation, risk management, and long-term growth. The firm constructs diversified portfolios based on clients’ individual goals, time horizons, and risk tolerance. Its investment philosophy is rooted in maintaining discipline during market fluctuations, periodic portfolio rebalancing, and cost-efficient implementation through the use of mutual funds and ETFs. They offer both discretionary and consultative investment management.
Latest 13F Filing Activity
Total Investment Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 880 equity positions with a total 13F market value of $692M. The fund increased holdings in Bondbloxx Etf Trust, RBB FD Inc., SPDR S&P 500 Etf TR among other positions. Total Investment Management Inc. reduced exposure to Schwab Strategic TR, Direxion SHS Etf TR, First TR Exchange Trad FD VI among others.
Top Holdings
Equity Positions (880)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BKUI | BNY MELLON ETF TRUST | 13.70% | $94.8M | 1,901,202 | $49.59 | $49.88 | +$1.6M |
X XHLF | BONDBLOXX ETF TRUST | 13.53% | $93.7M | 1,860,740 | $50.34 | $50.34 | +$93.7M |
S SPY | SPDR S&P 500 ETF TR | 12.51% | $86.5M | 140,070 | $462.33 | $617.85 | +$7.9M |
E EEM | ISHARES TR | 11.12% | $77.0M | 1,596,000 | $39.67 | $48.24 | +$7.1M |
B BKAG | BNY MELLON ETF TRUST | 10.24% | $70.9M | 1,679,903 | $44.96 | $42.18 | +$1.3M |
Industry Allocation
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