Strategic Financial Planning

Strategic Financial Planning as of Sept. 30, 2020

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 29 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.7 $14M 178k 79.64
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.1 $12M 171k 68.32
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.4 $9.1M 310k 29.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.0 $6.7M 156k 43.24
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 6.2 $6.0M 224k 26.76
Schwab Strategic Tr Us Reit Etf (SCHH) 5.5 $5.3M 148k 35.39
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.3 $5.1M 49k 105.29
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 5.1 $4.9M 150k 32.53
Dbx Etf Tr Xtrack Usd High (HYLB) 4.5 $4.3M 90k 48.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $3.8M 121k 31.40
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.3 $3.2M 66k 48.62
Vanguard Index Fds Extend Mkt Etf (VXF) 3.2 $3.1M 24k 129.74
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.0 $2.9M 105k 27.38
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.8 $2.7M 46k 58.18
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $2.5M 15k 170.32
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $1.5M 37k 40.89
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $1.5M 27k 55.47
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $1.4M 22k 61.65
Vanguard Bd Index Total Bnd Mrkt (BND) 1.4 $1.4M 16k 88.18
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 1.0 $931k 12k 78.90
Ishares Jp Morgan Em Etf (LEMB) 0.8 $808k 19k 41.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $790k 10k 78.92
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.5 $464k 7.8k 59.82
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $458k 11k 40.92
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $402k 5.7k 70.30
Ishares Tr Core S&p500 Etf (IVV) 0.4 $386k 1.1k 335.94
Ishares Tr National Mun Etf (MUB) 0.3 $327k 2.8k 116.08
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $327k 5.8k 56.06
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $241k 2.2k 108.27