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Strategic Financial Planning

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

Top 5 stock holdings are SCHB, SCHA, VWO, SPDW, SCHH, and represent 52.00% of Strategic Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$14M), SCHA (+$10M), SCHF, SCHM, SPDW, SCHP, VWO, VSS, VNQI, SPHY.
Reduced shares in these 10 stocks: IDEV, VWOB, VTI, SCHE, SCHC, VOO, HYMB, LEMB, SPEM, SPSM.
Strategic Financial Planning was a net buyer of stock by $30M.
Strategic Financial Planning has $147M in assets under management (AUM), dropping by -2.99%.
Central Index Key (CIK): 0001802277

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Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 37 positions in its portfolio as reported in the December 2024 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	$22M	+193%	948k	22.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	13.4	$20M	+106%	761k	25.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	8.9	$13M	+4%	297k	44.05	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	8.8	$13M	+6%	377k	34.13	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	6.2	$9.2M		435k	21.07	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	5.9	$8.7M	+6%	76k	114.50	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	4.5	$6.6M	+3%	282k	23.47	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	4.4	$6.5M		189k	34.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$4.8M		16k	289.80	View chart
Spdr Series Trust Portfolio Sm Etf (SPSM)	3.1	$4.6M		102k	44.92	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	3.1	$4.5M	+6%	113k	39.57	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.8	$4.0M		21k	189.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.5	$3.7M	+100%	201k	18.50	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	2.2	$3.2M	+3%	65k	49.05	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$2.9M		108k	26.63	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.6	$2.4M		33k	71.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.5	$2.2M	+199%	80k	27.75	View chart
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)	1.5	$2.2M		46k	47.82	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$2.0M		38k	52.22	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$1.7M		43k	38.37	View chart
Ishares Tr Core Msci Intl (IDEV)	0.9	$1.3M	-15%	21k	64.47	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$1.3M	+108%	50k	25.83	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.8	$1.2M		16k	71.91	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.7	$1.0M		18k	57.31	View chart
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)	0.6	$943k	-3%	15k	63.16	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.6	$859k		24k	36.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$676k		1.1k	588.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$601k		5.2k	115.22	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$472k		8.6k	54.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$388k		4.4k	89.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$377k	-5%	700.00	538.81	View chart
Spdr Ser Tr Nuveen Bbg Brcly (HYMB)	0.2	$284k	-6%	11k	25.58	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$273k		11k	24.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$258k		975.00	264.19	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.2	$221k		11k	19.79	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$210k		3.6k	58.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$208k		3.3k	62.31	View chart

Past Filings by Strategic Financial Planning

SEC 13F filings are viewable for Strategic Financial Planning going back to 2019

Strategic Financial Planning 2024 Q4 filed Feb. 13, 2025
Strategic Financial Planning 2024 Q3 filed Oct. 25, 2024
Strategic Financial Planning 2024 Q2 filed Aug. 12, 2024
Strategic Financial Planning 2024 Q1 filed April 22, 2024
Strategic Financial Planning 2023 Q4 filed Feb. 12, 2024
Strategic Financial Planning 2023 Q3 filed Nov. 9, 2023
Strategic Financial Planning 2023 Q2 filed Aug. 11, 2023
Strategic Financial Planning 2023 Q1 filed May 10, 2023
Strategic Financial Planning 2022 Q4 filed Feb. 14, 2023
Strategic Financial Planning 2022 Q3 filed Nov. 14, 2022
Strategic Financial Planning 2022 Q2 filed Aug. 3, 2022
Strategic Financial Planning 2022 Q1 filed May 5, 2022
Strategic Financial Planning 2021 Q4 filed Feb. 7, 2022
Strategic Financial Planning 2021 Q3 filed Nov. 9, 2021
Strategic Financial Planning 2021 Q2 filed Aug. 6, 2021
Strategic Financial Planning 2021 Q1 filed May 7, 2021

View all past filings

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