Strategic Financial Planning

Strategic Financial Planning as of Sept. 30, 2021

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 32 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.9 $20M 196k 103.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.2 $17M 166k 100.10
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.9 $14M 375k 36.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.4 $10M 202k 50.01
Schwab Strategic Tr Us Reit Etf (SCHH) 6.2 $8.5M 186k 45.68
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.7 $7.7M 58k 133.69
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.0 $6.8M 222k 30.48
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.7 $6.4M 154k 41.52
Dbx Etf Tr Xtrack Usd High (HYLB) 4.3 $5.9M 147k 40.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $5.0M 130k 38.70
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.4 $4.6M 82k 56.31
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.2 $4.4M 102k 42.60
Vanguard Index Fds Extend Mkt Etf (VXF) 3.1 $4.3M 23k 182.35
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.5 $3.4M 59k 56.95
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $3.3M 15k 222.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.7 $2.4M 31k 76.67
Vanguard Bd Index Total Bnd Mrkt (BND) 1.5 $2.0M 24k 85.44
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $1.8M 30k 62.59
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.3 $1.8M 34k 52.98
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.8 $1.2M 15k 78.32
Ishares Jp Morgan Em Etf (LEMB) 0.7 $1.0M 24k 42.37
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $936k 9.2k 101.83
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $789k 16k 50.48
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.5 $675k 11k 62.52
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $609k 5.6k 109.18
Ishares Tr National Mun Etf (MUB) 0.4 $529k 4.6k 116.19
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $498k 12k 42.54
Ishares Tr Core S&p500 Etf (IVV) 0.4 $495k 1.1k 430.81
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $391k 3.6k 107.51
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $316k 5.8k 54.21
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $214k 4.6k 46.16
Facebook Cl A (META) 0.2 $212k 626.00 338.66