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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 51.19% of Strategic Financial Planning's stock portfolio.
Added to shares of these 10 stocks: IDEV, VTI, SCHH, SCHC, VOO, SPHY, ISCB, IJH, VNQI, SPEM.
Started 3 new stock positions in IJH, VOO, ISCB.
Reduced shares in these 10 stocks: SCHB, SPDW, SCHA, VSS, SPTM, SCHE, VNQ, SCHF, IEMG, SPSM.
Strategic Financial Planning was a net buyer of stock by $1.5M.
Strategic Financial Planning has $151M in assets under management (AUM), dropping by 9.09%.
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 September 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)	14.2	$22M	-5%	323k	66.52	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	12.6	$19M	-2%	369k	51.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	9.0	$14M		285k	47.85	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	8.8	$13M	-6%	355k	37.56	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	6.6	$10M	+6%	431k	23.17	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	6.0	$9.0M	-2%	72k	125.96	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	4.8	$7.3M	+5%	189k	38.53	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	4.3	$6.6M	+4%	273k	24.05	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	3.3	$5.0M	+3%	107k	46.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.1	$4.7M	+22%	17k	283.16	View chart
Spdr Series Trust Portfolio Sm Etf (SPSM)	3.1	$4.7M		102k	45.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.7	$4.1M		100k	41.12	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.6	$3.9M		21k	181.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.1	$3.2M	-4%	109k	29.18	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	2.1	$3.2M	+3%	63k	50.28	View chart
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)	1.6	$2.4M		46k	52.81	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.5	$2.3M	-6%	34k	70.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.5	$2.2M		27k	83.09	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$2.2M		38k	57.41	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$1.8M	+9%	44k	41.28	View chart
Ishares Tr Core Msci Intl (IDEV)	1.1	$1.7M	+258%	24k	70.83	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$1.3M	+7%	24k	53.63	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.8	$1.2M	+7%	16k	75.11	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.7	$1.1M		18k	61.57	View chart
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)	0.7	$1.0M	+4%	16k	66.36	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.6	$930k		24k	38.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$663k		1.1k	576.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$620k		5.3k	116.96	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$463k		8.5k	54.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$423k	-17%	4.3k	97.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$392k	NEW	742.00	527.67	View chart
Spdr Ser Tr Nuveen Bbg Brcly (HYMB)	0.2	$311k	+3%	12k	26.27	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$283k		11k	26.14	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.2	$263k		11k	23.38	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$257k		975.00	263.89	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$210k	NEW	3.6k	58.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$208k	NEW	3.3k	62.32	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 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
Strategic Financial Planning 2020 Q4 filed Feb. 11, 2021

View all past filings

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