Strategic Financial Planning

Strategic Financial Planning as of March 31, 2021

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 31 positions in its portfolio as reported in the March 2021 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 $20M 204k 96.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 13.0 $17M 174k 99.67
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.1 $14M 382k 35.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.3 $9.8M 188k 52.05
Schwab Strategic Tr Us Reit Etf (SCHH) 6.0 $8.0M 196k 41.09
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.7 $7.6M 59k 128.37
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.4 $7.2M 227k 31.78
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.5 $6.1M 154k 39.42
Dbx Etf Tr Xtrack Usd High (HYLB) 4.2 $5.7M 114k 49.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $4.9M 130k 37.62
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.4 $4.5M 81k 55.85
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.2 $4.3M 102k 42.27
Vanguard Index Fds Extend Mkt Etf (VXF) 3.1 $4.1M 23k 176.90
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.4 $3.2M 57k 57.13
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.0M 15k 204.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.8 $2.4M 32k 74.42
Vanguard Bd Index Total Bnd Mrkt (BND) 1.5 $2.0M 23k 84.74
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.4 $1.9M 38k 49.19
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $1.7M 28k 61.18
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.8 $1.1M 14k 77.52
Ishares Jp Morgan Em Etf (LEMB) 0.7 $974k 23k 42.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $973k 11k 91.86
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.5 $705k 11k 62.16
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $605k 5.6k 108.46
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $549k 11k 49.08
Ishares Tr National Mun Etf (MUB) 0.4 $532k 4.6k 116.01
Ishares Tr Core S&p500 Etf (IVV) 0.3 $457k 1.1k 397.74
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $407k 3.8k 107.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $315k 5.8k 53.99
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $280k 6.1k 45.71
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $240k 5.5k 43.69