Strategic Financial Planning

Strategic Financial Planning as of June 30, 2020

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 29 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.7 $13M 180k 73.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.2 $11M 167k 65.34
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.3 $8.3M 302k 27.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.0 $6.3M 158k 39.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 6.1 $5.5M 225k 24.35
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.3 $4.8M 49k 96.61
Schwab Strategic Tr Us Reit Etf (SCHH) 5.1 $4.6M 131k 35.22
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.8 $4.4M 147k 29.57
Dbx Etf Tr Xtrack Usd High (HYLB) 4.5 $4.0M 86k 46.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.1 $3.7M 124k 29.75
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.3 $3.0M 64k 46.66
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.2 $2.9M 108k 26.57
Vanguard Index Fds Extend Mkt Etf (VXF) 3.1 $2.8M 24k 118.34
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.9 $2.6M 46k 57.74
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $2.3M 15k 156.52
Vanguard Bd Index Total Bnd Mrkt (BND) 1.7 $1.5M 17k 88.34
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $1.4M 37k 37.79
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $1.4M 26k 52.64
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $1.4M 23k 60.03
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 1.0 $937k 12k 77.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $784k 10k 78.50
Ishares Jp Morgan Em Etf (LEMB) 0.9 $769k 19k 40.81
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $434k 11k 38.78
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.4 $395k 6.7k 59.21
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $390k 5.7k 68.21
Ishares Tr Core S&p500 Etf (IVV) 0.4 $361k 1.2k 309.87
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $328k 5.8k 56.22
Ishares Tr National Mun Etf (MUB) 0.3 $292k 2.5k 115.32
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $274k 2.5k 107.75