Strategic Financial Planning

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

  • Top 5 stock holdings are SCHB, SCHA, SPDW, VWO, SCHH, and represent 50.93% of Strategic Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: HYLB, SPEM, FB, SPSM, BNDX, SCHP, BND, VWO, VWOB, LEMB.
  • Started 1 new stock positions in FB.
  • Reduced shares in these 10 stocks: SCHA, SCHB, SCHH, VSS, SPTM, SCHE, SPDW, VNQ, SCHC, SCHM.
  • Strategic Financial Planning was a net seller of stock by $-1.5M.
  • Strategic Financial Planning has $139M in assets under management (AUM), dropping by 3.35%.
  • Central Index Key (CIK): 0001802277

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Portfolio Holdings for Strategic Financial Planning

Companies in the Strategic Financial Planning portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 15.0 $21M 200k 104.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.3 $17M -5% 164k 104.18
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.0 $14M 376k 36.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.4 $10M 188k 54.31
Schwab Strategic Tr Us Reit Etf (SCHH) 6.2 $8.6M -4% 188k 45.79
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.6 $7.8M -3% 57k 136.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.2 $7.2M -3% 220k 32.88
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.5 $6.3M -2% 150k 41.60
Dbx Etf Tr Xtrack Usd High (HYLB) 4.2 $5.8M +25% 143k 40.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.6 $5.0M 128k 39.45
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.3 $4.6M 79k 58.35
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.3 $4.5M 104k 43.94
Vanguard Index Fds Extend Mkt Etf (VXF) 3.2 $4.4M 23k 188.57
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.4 $3.3M +2% 58k 57.10

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Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.2M 15k 222.84
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.7 $2.4M -4% 30k 78.27
Vanguard Bd Index Total Bnd Mrkt (BND) 1.5 $2.0M 23k 85.90
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $1.8M +2% 29k 62.52
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.3 $1.8M -11% 34k 52.96
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.8 $1.1M 14k 79.84
Ishares Jp Morgan Em Etf (LEMB) 0.7 $1.0M 23k 43.63
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $936k -13% 9.2k 101.83
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.5 $683k -5% 11k 63.65
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $630k 5.6k 112.94
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $596k +138% 13k 45.47
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $586k 11k 51.53
Ishares Tr National Mun Etf (MUB) 0.4 $535k 4.6k 117.14
Ishares Tr Core S&p500 Etf (IVV) 0.4 $494k 1.1k 429.94
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $393k -3% 3.6k 107.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $318k 5.8k 54.52
Facebook Cl A (FB) 0.2 $218k NEW 626.00 348.24
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $210k -27% 4.4k 47.24

Past Filings by Strategic Financial Planning

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