Arnold Financial Planning

Arnold Financial Planning as of June 30, 2026

Portfolio Holdings for Arnold Financial Planning

Arnold 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 Lrg Cap Etf (SCHX) 12.1 $16M 554k 29.43
Schwab Strategic Tr Us Aggregate B (SCHZ) 11.8 $16M 687k 23.13
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 9.9 $13M 548k 24.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.2 $12M 443k 27.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 7.6 $10M 281k 36.13
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 6.6 $8.9M 200k 44.36
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 6.6 $8.8M 254k 34.81
Spdr Series Trust ST STR SP600SM C (SLYV) 6.1 $8.2M 76k 109.11
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 5.0 $6.7M 138k 48.12
Dimensional Etf Trust Core Fixe In Etf (DFCF) 4.3 $5.7M 135k 42.21
Apple (AAPL) 3.9 $5.2M 18k 289.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.8 $3.7M 103k 36.26
Tesla Motors (TSLA) 1.9 $2.6M 6.2k 420.60
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $2.0M 48k 41.25
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.4M 3.8k 370.04
Dimensional Etf Trust World Ex Us Core (DFAX) 0.9 $1.2M 33k 36.84
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.9 $1.2M 23k 51.05
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $940k 23k 40.21
Ishares Tr 0-3 Mth Treasury (SGOV) 0.7 $912k 9.1k 100.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $854k 1.2k 736.40
NVIDIA Corporation (NVDA) 0.6 $854k 4.3k 200.09
Ishares Tr Core S&p500 Etf (IVV) 0.6 $749k 1.0k 748.89
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $710k 4.9k 146.41
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $690k 4.7k 148.31
Dimensional Etf Trust Us Real Esta Etf (DFAR) 0.4 $482k 18k 26.16
Spdr Series Trust St Str Sp Biot (XBI) 0.3 $430k 2.7k 158.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $424k 6.0k 71.25
Spdr Series Trust St Str Sp Regbnk (KRE) 0.3 $398k 5.3k 74.85
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $319k 1.4k 221.20
Meta Platforms Cl A (META) 0.2 $296k 525.00 563.29
At&t (T) 0.2 $272k 13k 20.70
Ishares Core Msci Emkt (IEMG) 0.2 $260k 3.1k 82.84
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $256k 5.1k 50.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $247k 3.2k 77.91
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $241k 6.3k 38.06
Microsoft Corporation (MSFT) 0.2 $231k 620.00 373.02
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $228k 9.9k 23.16
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $225k 8.9k 25.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $223k 445.00 500.39
Amazon (AMZN) 0.2 $220k 924.00 238.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $217k 5.9k 36.87