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 50.77% of Strategic Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: BKLC, SPSM, SCHH, VNQI, SCYB, VSS, VWO, SPDW, SPMD, BNDX.
  • Started 1 new stock position in BKLC.
  • Reduced shares in these 10 stocks: SCHB, SCHA, SCHC, SCHM, SCHE, VOO, VTI, SPEM, IJR, IDEV.
  • Strategic Financial Planning was a net buyer of stock by $1.8M.
  • Strategic Financial Planning has $176M in assets under management (AUM), dropping by 1.84%.
  • Central Index Key (CIK): 0001802277

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Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 39 positions in its portfolio as reported in the December 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) 14.0 $25M -9% 939k 26.23
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 11.4 $20M -5% 704k 28.48
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.6 $17M 313k 53.75
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.4 $17M 371k 44.41
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 6.4 $11M 79k 143.31
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Schwab Strategic Tr Us Reit Etf (SCHH) 5.8 $10M +5% 484k 20.89
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Spdr Series Trust Portfolio Sm Etf (SPSM) 4.8 $8.4M +24% 178k 46.86
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.4 $7.8M 170k 45.53
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Schwab Strategic Tr High Yield Bd Et (SCYB) 3.6 $6.3M +3% 238k 26.42
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Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $5.4M 16k 335.25
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.1 $5.4M +5% 118k 45.95
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $4.7M 195k 24.04
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Vanguard Index Fds Extend Mkt Etf (VXF) 2.5 $4.4M 21k 209.12
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Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.9 $3.3M +4% 69k 48.46
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.9 $3.3M 102k 32.75
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Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $2.8M 44k 62.47
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $2.7M 33k 82.50
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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 1.3 $2.3M NEW 18k 130.80
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.3 $2.3M -4% 75k 30.07
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Ishares Core Msci Emkt (IEMG) 1.1 $2.0M 29k 67.22
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $1.8M 39k 46.81
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Ishares Tr Core Msci Intl (IDEV) 0.9 $1.6M 19k 82.48
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Vanguard Bd Index Total Bnd Mrkt (BND) 0.8 $1.5M 20k 74.07
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.3M +2% 51k 26.49
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Spdr Ser Tr Portfli High Yld (SPHY) 0.7 $1.3M 55k 23.76
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Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.6 $1.1M +4% 16k 67.32
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $1.0M +17% 18k 57.91
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Ishares Tr Cre U S Reit Etf (USRT) 0.6 $1.0M 18k 56.96
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Ishares Jp Morgan Em Etf (LEMB) 0.6 $967k +2% 23k 41.48
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $787k 1.1k 684.65
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $614k -2% 5.1k 120.18
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $415k -5% 662.00 627.13
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $382k 4.3k 88.48
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $283k 975.00 290.28
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $281k 11k 25.75
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Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.1 $259k 11k 23.21
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Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.1 $258k 10k 24.94
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Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $233k 3.6k 65.01
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $220k 3.3k 66.00
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Past Filings by Strategic Financial Planning

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

View all past filings