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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, SPSM, and represent 49.75% of Strategic Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$24M), SCHA (+$22M), VWO (+$19M), SPDW (+$18M), SPSM (+$13M), VSS (+$12M), SCHH (+$12M), SCHC (+$7.7M), SCYB (+$6.1M), VTI (+$5.9M).
Started 29 new stock positions in SPSM, SPDW, SPTM, VNQ, VXF, SPHY, SCHH, SCHE, USRT, SCHB.
Reduced shares in these 10 stocks: AGG (-$22M), AVDE (-$18M), AVSD (-$17M), AVEM (-$16M), BKLC (-$12M), AVDV (-$10M), AVUS (-$9.7M), BBUS (-$7.5M), AVSE (-$6.3M), BND (-$5.4M).
Sold out of its positions in AVSD, AVSE, AVEM, AVDE, AVDV, AVUV, AVUS, HYLB, ES, FBTC.
Strategic Financial Planning was a net buyer of stock by $16M.
Strategic Financial Planning has $192M in assets under management (AUM), dropping by 12.08%.
Central Index Key (CIK): 0001802277

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Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 41 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	12.7	$24M	NEW	841k	28.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	11.4	$22M	NEW	606k	36.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	9.8	$19M	NEW	315k	59.65	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	9.3	$18M	NEW	352k	50.38	View chart
Spdr Series Trust Portfolio Sm Etf (SPSM)	6.5	$13M	NEW	217k	57.67	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	6.3	$12M	NEW	78k	153.94	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	6.2	$12M	NEW	499k	23.66	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	4.0	$7.7M	NEW	160k	48.12	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	3.2	$6.1M	NEW	234k	26.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.1	$5.9M	NEW	16k	369.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.8	$5.4M	NEW	193k	27.70	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	2.7	$5.2M	NEW	116k	44.90	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.5	$4.8M	NEW	20k	246.21	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	2.4	$4.6M	-71%	32k	143.39	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	1.8	$3.4M	-9%	70k	48.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$3.3M	NEW	90k	36.26	View chart
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)	1.5	$2.8M	NEW	39k	71.24	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$2.4M	NEW	65k	36.85	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$2.1M	+396%	25k	82.84	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$1.9M	NEW	38k	51.77	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$1.9M	NEW	21k	90.79	View chart
Ishares Tr Core Msci Intl (IDEV)	0.9	$1.7M	+393%	19k	89.01	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.7	$1.4M	NEW	21k	67.56	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$1.4M	NEW	52k	26.50	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.7	$1.4M	NEW	58k	23.45	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.6	$1.2M	-82%	16k	73.41	View chart
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)	0.6	$1.1M	NEW	16k	67.17	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.5	$1.1M	NEW	16k	66.45	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.5	$954k	NEW	23k	42.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$860k	+73%	1.1k	748.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$757k	+52%	5.1k	148.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$455k	NEW	662.00	686.81	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.2	$430k	-50%	21k	20.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$373k	NEW	3.9k	96.42	View chart
Bny Mellon Etf Tr Core Bond Etf (BKAG)	0.2	$360k	NEW	8.6k	41.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$314k	NEW	3.9k	80.57	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$283k	NEW	11k	25.52	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$270k	+211%	3.6k	75.51	View chart
Spdr Ser Tr Nuveen Bbg Brcly (HYMB)	0.1	$264k	-34%	10k	25.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$257k	-6%	3.3k	77.11	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.1	$251k	-44%	11k	22.42	View chart

Past Filings by Strategic Financial Planning

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

Strategic Financial Planning 2026 Q2 filed Aug. 14, 2026
Strategic Financial Planning 2026 Q1 filed May 14, 2026
Strategic Financial Planning 2025 Q4 filed Feb. 17, 2026
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

View all past filings

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