Strategic Financial Planning

Strategic Financial Planning as of Dec. 31, 2022

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 31 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 13.9 $14M 319k 44.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 11.5 $12M 294k 40.51
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.1 $9.4M 317k 29.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.5 $8.7M 224k 38.98
Schwab Strategic Tr Us Reit Etf (SCHH) 5.7 $5.9M 306k 19.29
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.7 $5.9M 57k 102.81
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.9 $5.0M 159k 31.47
Spdr Ser Tr Portfli High Yld (SPHY) 4.5 $4.6M 208k 22.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $3.9M 121k 32.21
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.5 $3.6M 98k 36.97
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.4 $3.5M 85k 41.34
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.3 $3.4M 146k 23.67
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $3.0M 23k 132.86
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $2.7M 14k 191.19
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.5 $2.6M 55k 47.43
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.7 $1.8M 37k 47.29
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.7 $1.7M 41k 41.97
Vanguard Bd Index Total Bnd Mrkt (BND) 1.6 $1.7M 23k 71.84
Ishares Core Msci Emkt (IEMG) 1.4 $1.4M 31k 46.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $1.4M 22k 65.61
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $1.2M 24k 51.79
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.2M 15k 82.48
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.9 $879k 14k 60.98
Ishares Jp Morgan Em Etf (LEMB) 0.8 $822k 24k 34.71
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $512k 5.4k 94.64
Ishares Tr Core S&p500 Etf (IVV) 0.4 $441k 1.1k 384.05
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $435k 13k 32.96
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.3 $300k 6.1k 48.97
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.3 $299k 5.9k 50.55
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $255k 6.0k 42.50
Ishares Tr National Mun Etf (MUB) 0.2 $224k 2.1k 105.52