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Arnold Financial Planning

Latest statistics and disclosures from Arnold Financial Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002107020

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Positions held by Arnold Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arnold Financial Planning

Arnold Financial Planning holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Aggregate B (SCHZ)	13.6	$13M	564k	23.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.6	$12M	454k	26.91	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	10.9	$11M	434k	24.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	9.8	$9.5M	394k	24.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.3	$8.0M	203k	39.59	View chart
Spdr Series Trust State Street Spd (SLYV)	7.0	$6.8M	75k	90.97	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	7.0	$6.8M	238k	28.48	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	6.3	$6.1M	208k	29.61	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.1	$5.9M	138k	42.56	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	6.0	$5.8M	128k	45.53	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.9	$2.8M	87k	32.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$1.9M	50k	38.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$1.3M	4.0k	335.24	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$1.1M	33k	32.73	View chart
Apple (AAPL)	1.0	$1.0M	3.7k	271.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.9	$863k	27k	32.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$639k	5.3k	120.18	View chart
NVIDIA Corporation (NVDA)	0.6	$601k	3.2k	186.50	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.4	$426k	19k	22.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$395k	4.1k	96.03	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$314k	3.1k	100.38	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$252k	5.1k	49.46	View chart
Meta Platforms Cl A (META)	0.2	$229k	347.00	660.09	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$200k	6.3k	31.51	View chart

Past Filings by Arnold Financial Planning

SEC 13F filings are viewable for Arnold Financial Planning going back to 2025

Arnold Financial Planning 2025 Q4 filed Jan. 27, 2026

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