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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, SPDW, VWO, SCHH, and represent 51.15% of Strategic Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SCHA, VWO, SCHH, VSS, IJH, ISCB, VNQI, SPHY, HAUZ, SPMD.
Started 2 new stock positions in IJH, ISCB.
Reduced shares in these 10 stocks: SCHB, BND, SCHE, SCHP, SCHF, BNDX, SPSM, HYMB, IDEV, USRT.
Strategic Financial Planning was a net buyer of stock by $773k.
Strategic Financial Planning has $134M in assets under management (AUM), dropping by 4.48%.
Central Index Key (CIK): 0001802277

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Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 36 positions in its portfolio as reported in the March 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)	14.9	$20M	-3%	326k	61.05	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	13.0	$17M	+3%	352k	49.24	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	9.3	$12M		346k	35.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	8.1	$11M	+5%	258k	41.77	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	6.0	$8.0M	+4%	392k	20.30	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	5.8	$7.8M	+4%	66k	116.84	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	4.8	$6.4M		179k	35.80	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	4.3	$5.8M		247k	23.46	View chart
Spdr Series Trust Portfolio Sm Etf (SPSM)	3.3	$4.4M		103k	43.04	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.2	$4.3M	-2%	110k	39.02	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	3.2	$4.2M	+3%	100k	42.14	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.8	$3.7M		21k	175.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$3.5M		14k	259.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.5	$3.3M	-4%	133k	25.25	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	2.1	$2.9M	-2%	58k	49.19	View chart
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)	1.8	$2.4M		49k	50.17	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.7	$2.3M		36k	64.15	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.7	$2.2M		28k	81.43	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$2.0M		39k	51.60	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$1.5M		41k	36.19	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$1.0M	-13%	19k	52.16	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.7	$958k	-2%	18k	53.80	View chart
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)	0.7	$932k		15k	63.85	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.7	$886k	-20%	12k	72.63	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.6	$808k		22k	36.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$604k		1.1k	525.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$586k		5.3k	110.52	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$461k	-6%	6.9k	67.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$455k		5.3k	86.49	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$314k		5.9k	53.34	View chart
Spdr Ser Tr Nuveen Bbg Brcly (HYMB)	0.2	$290k	-12%	11k	25.69	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$271k		11k	25.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$244k		975.00	249.91	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.2	$240k	+3%	11k	21.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$203k	NEW	3.3k	60.74	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.2	$201k	NEW	3.6k	56.21	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 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
Strategic Financial Planning 2020 Q3 filed Nov. 9, 2020
Strategic Financial Planning 2020 Q2 filed Aug. 7, 2020

View all past filings

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