Strategic Financial Planning

Strategic Financial Planning as of Dec. 31, 2021

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 35 positions in its portfolio as reported in the December 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) 14.7 $21M 181k 113.01
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.0 $17M 163k 102.40
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.5 $13M 363k 36.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.1 $10M 201k 49.47
Schwab Strategic Tr Us Reit Etf (SCHH) 6.7 $9.4M 178k 52.69
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.7 $8.0M 60k 134.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.3 $7.4M 249k 29.62
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.5 $6.3M 154k 40.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $5.2M 134k 38.87
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.3 $4.7M 86k 53.95
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.3 $4.6M 104k 44.69
Vanguard Index Fds Extend Mkt Etf (VXF) 3.1 $4.3M 23k 182.87
Dbx Etf Tr Xtrack Usd High (HYLB) 2.9 $4.1M 102k 39.84
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $3.5M 15k 241.46
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.4 $3.3M 61k 55.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.7 $2.3M 29k 80.43
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $2.2M 39k 58.44
Vanguard Bd Index Total Bnd Mrkt (BND) 1.4 $1.9M 23k 84.77
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $1.8M 29k 62.88
Spdr Ser Tr Portfli High Yld (SPHY) 1.2 $1.7M 62k 26.57
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.8 $1.1M 15k 77.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.1M 9.4k 115.98
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $971k 19k 51.08
Ishares Jp Morgan Em Etf (LEMB) 0.7 $965k 25k 39.23
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $629k 5.5k 114.59
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.4 $582k 9.3k 62.42
Ishares Tr Core S&p500 Etf (IVV) 0.4 $548k 1.1k 476.94
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $394k 9.5k 41.51
Ishares Tr National Mun Etf (MUB) 0.2 $333k 2.9k 116.39
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $318k 5.9k 53.88
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $255k 5.1k 49.65
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $221k 2.1k 107.39
Facebook Cl A (META) 0.2 $211k 626.00 337.06
Ishares Core Msci Emkt (IEMG) 0.2 $209k 3.5k 59.77
Vanguard Index Fds Small Cpp Etf (VB) 0.1 $201k 891.00 225.59