Strategic Financial Planning

Strategic Financial Planning as of Dec. 31, 2020

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 32 positions in its portfolio as reported in the December 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) 14.3 $16M 179k 90.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.7 $15M 163k 89.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.5 $11M 323k 33.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.1 $8.1M 162k 50.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 6.0 $6.8M 222k 30.65
Schwab Strategic Tr Us Reit Etf (SCHH) 5.4 $6.2M 163k 37.97
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.4 $6.2M 51k 121.83
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.9 $5.6M 149k 37.65
Dbx Etf Tr Xtrack Usd High (HYLB) 4.2 $4.8M 96k 50.09
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.9 $4.5M 125k 36.01
Vanguard Index Fds Extend Mkt Etf (VXF) 3.4 $3.8M 23k 164.66
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.3 $3.8M 70k 54.31
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.3 $3.7M 105k 35.80
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.5 $2.9M 50k 58.56
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $2.8M 14k 194.61
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $1.8M 27k 68.18
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.5 $1.7M 37k 46.10
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $1.5M 23k 62.08
Vanguard Bd Index Total Bnd Mrkt (BND) 1.2 $1.4M 16k 88.20
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.9 $1.1M 13k 82.33
Ishares Jp Morgan Em Etf (LEMB) 0.8 $926k 21k 45.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $855k 10k 84.93
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.5 $589k 9.6k 61.59
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $528k 11k 47.20
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $513k 5.6k 91.95
Ishares Tr National Mun Etf (MUB) 0.4 $445k 3.8k 117.26
Ishares Tr Core S&p500 Etf (IVV) 0.4 $431k 1.1k 375.11
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $334k 3.1k 108.09
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $327k 5.8k 56.07
salesforce (CRM) 0.2 $233k 1.0k 222.12
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $216k 5.1k 42.24
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $213k 5.3k 40.35