Strategic Financial Planning

Strategic Financial Planning as of March 31, 2020

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 28 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 15.5 $12M 193k 60.43
Schwab U S Small Cap ETF (SCHA) 12.2 $9.2M 179k 51.52
Vanguard Emerging Markets ETF (VWO) 11.1 $8.4M 251k 33.55
SPDR S&P World ex-US (SPDW) 10.8 $8.1M 340k 23.94
Vanguard FTSE All Wld Ex USSml Cap (VSS) 8.6 $6.5M 83k 78.25
Schwab Strategic Tr us reit etf (SCHH) 6.3 $4.7M 145k 32.74
Dbx Etf Tr deutsche usd etf (HYLB) 4.9 $3.7M 84k 44.08
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.6 $2.7M 48k 56.26
Vanguard Intl Equity Index F glb ex us etf (VNQI) 3.3 $2.5M 58k 42.92
Vanguard Extended Market ETF (VXF) 2.9 $2.2M 24k 90.54
Schwab International Equity ETF (SCHF) 2.8 $2.1M 82k 25.84
Vanguard Total Stock Market ETF (VTI) 2.7 $2.0M 16k 128.90
Vanguard Total Bond Market ETF (BND) 2.0 $1.5M 18k 85.35
Schwab Strategic Tr 0 (SCHP) 1.9 $1.4M 25k 57.50
Spdr Ser Tr spdr russel 2000 (SPSM) 1.7 $1.3M 58k 21.85
Sch Us Mid-cap Etf etf (SCHM) 1.6 $1.2M 30k 42.16
Schwab Emerging Markets Equity ETF (SCHE) 1.5 $1.1M 55k 20.69
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 1.1 $868k 12k 70.39
Spdr Series Trust dj ttl mkt etf (SPTM) 1.1 $806k 26k 31.45
Ishares Inc emrg mrk lc bd (LEMB) 0.9 $670k 18k 37.47
Schwab Intl Small Cap Equity ETF (SCHC) 0.7 $504k 21k 24.42
Market Vectors Etf High Yield Muni Index etf (HYD) 0.5 $382k 7.3k 52.30
Vanguard Europe Pacific ETF (VEA) 0.5 $377k 11k 33.30
iShares S&P SmallCap 600 Index (IJR) 0.4 $321k 5.7k 56.14
Schwab Strategic Tr us aggregate b (SCHZ) 0.4 $324k 6.0k 54.35
iShares S&P 500 Index (IVV) 0.4 $301k 1.2k 258.37
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $268k 2.5k 106.35
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $255k 2.3k 113.08