Arnold Financial Planning

Arnold Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Arnold Financial Planning

Arnold Financial Planning holds 24 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 Aggregate B (SCHZ) 13.6 $13M 564k 23.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 12.6 $12M 454k 26.91
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 10.9 $11M 434k 24.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.8 $9.5M 394k 24.04
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.3 $8.0M 203k 39.59
Spdr Series Trust State Street Spd (SLYV) 7.0 $6.8M 75k 90.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 7.0 $6.8M 238k 28.48
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 6.3 $6.1M 208k 29.61
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.1 $5.9M 138k 42.56
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 6.0 $5.8M 128k 45.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.9 $2.8M 87k 32.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.0 $1.9M 50k 38.11
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.3M 4.0k 335.24
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $1.1M 33k 32.73
Apple (AAPL) 1.0 $1.0M 3.7k 271.86
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $863k 27k 32.57
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $639k 5.3k 120.18
NVIDIA Corporation (NVDA) 0.6 $601k 3.2k 186.50
Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $426k 19k 22.90
Ishares Tr Msci Eafe Etf (EFA) 0.4 $395k 4.1k 96.03
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $314k 3.1k 100.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $252k 5.1k 49.46
Meta Platforms Cl A (META) 0.2 $229k 347.00 660.09
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $200k 6.3k 31.51