Arnold Financial Planning

Arnold Financial Planning as of March 31, 2026

Portfolio Holdings for Arnold Financial Planning

Arnold Financial Planning holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Aggregate B (SCHZ) 13.9 $15M 639k 23.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 12.7 $14M 529k 25.64
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 11.7 $13M 518k 24.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.9 $11M 430k 24.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 7.4 $7.9M 272k 29.08
Dimensional Etf Trust Us Core Equity 2 (DFAC) 7.3 $7.9M 202k 38.86
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 6.8 $7.3M 239k 30.50
Spdr Series Trust State Street Spd (SLYV) 6.6 $7.0M 74k 94.58
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 5.9 $6.3M 135k 46.74
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.3 $5.7M 134k 42.22
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.0 $3.3M 99k 32.95
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.8 $1.9M 50k 38.96
Apple (AAPL) 1.2 $1.3M 5.2k 253.79
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.2M 3.8k 320.81
Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $1.1M 33k 33.97
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $859k 25k 33.86
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $674k 6.7k 100.66
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $579k 4.7k 124.31
NVIDIA Corporation (NVDA) 0.5 $562k 3.2k 174.40
Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $455k 19k 23.65
Meta Platforms Cl A (META) 0.2 $267k 467.00 572.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $254k 5.1k 49.95
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $243k 10k 24.24
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $229k 9.9k 23.26
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $226k 8.9k 25.33
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $206k 6.3k 32.43