Strategic Financial Planning

Strategic Financial Planning as of Dec. 31, 2019

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 28 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 16.9 $17M 226k 76.88
Schwab U S Small Cap ETF (SCHA) 14.1 $15M 192k 75.64
Schwab Intl Small Cap Equity ETF (SCHC) 8.8 $9.0M 261k 34.65
Schwab International Equity ETF (SCHF) 8.3 $8.6M 255k 33.63
Schwab Strategic Tr us reit etf (SCHH) 7.1 $7.3M 159k 45.96
Schwab Emerging Markets Equity ETF (SCHE) 6.5 $6.7M 245k 27.37
SPDR S&P Emerging Markets (SPEM) 5.2 $5.4M 143k 37.59
Dbx Etf Tr deutsche usd etf (HYLB) 4.4 $4.5M 90k 50.37
SPDR S&P World ex-US (SPDW) 4.2 $4.3M 139k 31.35
Vanguard Intl Equity Index F glb ex us etf (VNQI) 3.5 $3.6M 62k 59.09
Vanguard Extended Market ETF (VXF) 2.9 $3.0M 24k 125.99
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.8 $2.9M 51k 56.58
Vanguard Total Stock Market ETF (VTI) 2.4 $2.4M 15k 163.63
Sch Us Mid-cap Etf etf (SCHM) 1.9 $1.9M 32k 60.16
Schwab Strategic Tr 0 (SCHP) 1.7 $1.7M 31k 56.64
Vanguard Total Bond Market ETF (BND) 1.7 $1.7M 21k 83.88
Spdr Ser Tr spdr russel 2000 (SPSM) 1.2 $1.3M 40k 32.62
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 1.1 $1.1M 14k 81.39
Ishares Inc emrg mrk lc bd (LEMB) 0.9 $891k 20k 43.87
Vanguard Europe Pacific ETF (VEA) 0.8 $831k 19k 44.07
Vanguard Emerging Markets ETF (VWO) 0.7 $730k 16k 44.49
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.6 $661k 6.0k 111.07
iShares S&P SmallCap 600 Index (IJR) 0.5 $482k 5.7k 83.91
Market Vectors Etf High Yield Muni Index etf (HYD) 0.4 $436k 6.8k 64.06
Schwab Strategic Tr us aggregate b (SCHZ) 0.4 $419k 7.8k 53.42
iShares S&P 500 Index (IVV) 0.4 $380k 1.2k 322.85
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $296k 2.8k 106.86
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $275k 2.4k 113.82