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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, VSS, and represent 52.75% of Strategic Financial Planning's stock portfolio.
Added to shares of these 8 stocks: SCHB, SPSM, SCYB, SPMD, BND, VWO, SCHH, SPAB.
Reduced shares in these 10 stocks: SCHA, SPDW, SCHC, VSS, SPEM, SCHE, IEMG, VNQI, SCHF, SCHM.
Strategic Financial Planning was a net buyer of stock by $1.2M.
Strategic Financial Planning has $173M in assets under management (AUM), dropping by 7.45%.
Central Index Key (CIK): 0001802277

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Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 38 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	15.5	$27M	+6%	1.0M	25.71	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	12.0	$21M	-2%	742k	27.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	9.7	$17M		310k	54.17	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	9.1	$16M	-2%	368k	42.79	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	6.4	$11M		77k	142.54	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	5.7	$9.9M		460k	21.57	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	4.6	$7.9M	-5%	173k	45.51	View chart
Spdr Series Trust Portfolio Sm Etf (SPSM)	3.8	$6.6M	+15%	143k	46.32	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	3.5	$6.1M	+6%	229k	26.73	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	3.1	$5.3M		112k	47.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.1	$5.3M		16k	328.14	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.6	$4.5M		195k	23.28	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.6	$4.4M		21k	209.34	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$3.4M	-2%	103k	33.37	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	1.9	$3.3M		66k	49.45	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.6	$2.7M		33k	80.65	View chart
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)	1.5	$2.7M		44k	59.92	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$2.3M		78k	29.64	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$1.9M	-3%	29k	65.92	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$1.9M	-5%	40k	46.81	View chart
Ishares Tr Core Msci Intl (IDEV)	0.9	$1.6M		20k	80.17	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.8	$1.5M	+12%	20k	74.37	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$1.3M	-2%	50k	26.95	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.8	$1.3M		54k	23.92	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.6	$1.0M		18k	58.72	View chart
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)	0.6	$1.0M		15k	66.86	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.5	$939k		23k	41.17	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.5	$872k	+40%	15k	57.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$769k		1.1k	669.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$620k		5.2k	118.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$429k		700.00	612.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$394k		4.3k	91.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$287k		975.00	293.80	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$279k		11k	25.85	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.2	$263k		11k	23.55	View chart
Spdr Ser Tr Nuveen Bbg Brcly (HYMB)	0.1	$257k		10k	24.93	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$227k		3.6k	63.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$218k		3.3k	65.26	View chart

Past Filings by Strategic Financial Planning

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

Strategic Financial Planning 2025 Q3 filed Nov. 13, 2025
Strategic Financial Planning 2025 Q2 filed Aug. 13, 2025
Strategic Financial Planning 2025 Q1 filed May 14, 2025
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

View all past filings

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