Strategic Financial Planning

Strategic Financial Planning as of Sept. 30, 2023

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 30 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.5 $16M 315k 49.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.1 $13M 316k 41.42
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.6 $10M 336k 31.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.0 $9.8M 249k 39.21
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 6.1 $6.6M 62k 106.20
Schwab Strategic Tr Us Reit Etf (SCHH) 5.8 $6.3M 353k 17.75
Spdr Ser Tr Portfli High Yld (SPHY) 4.7 $5.1M 225k 22.42
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.5 $4.9M 152k 32.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.4 $3.7M 110k 33.96
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.3 $3.6M 92k 38.93
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.3 $3.6M 97k 36.90
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.0 $3.3M 138k 23.94
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $3.1M 22k 143.33
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $2.9M 14k 212.42
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.5 $2.7M 57k 47.83
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.7 $1.9M 36k 52.49
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $1.7M 39k 43.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $1.7M 25k 67.68
Vanguard Bd Index Total Bnd Mrkt (BND) 1.3 $1.4M 20k 69.78
Ishares Core Msci Emkt (IEMG) 1.3 $1.4M 29k 47.59
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.0M 14k 75.66
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.0M 21k 50.49
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.8 $848k 14k 59.16
Ishares Jp Morgan Em Etf (LEMB) 0.7 $744k 21k 34.83
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $510k 5.4k 94.33
Ishares Tr Core S&p500 Etf (IVV) 0.5 $493k 1.1k 429.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $350k 10k 33.57
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.3 $273k 5.6k 49.07
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $249k 5.7k 43.79
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $203k 975.00 208.28