Strategic Financial Planning

Strategic Financial Planning as of March 31, 2022

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 32 positions in its portfolio as reported in the March 2022 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 $17M 323k 53.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 11.5 $14M 293k 47.36
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.1 $11M 321k 34.28
Schwab Strategic Tr Us Reit Etf (SCHH) 6.5 $7.8M 315k 24.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.4 $7.7M 168k 46.13
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.8 $6.9M 56k 124.18
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.9 $5.9M 214k 27.77
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.7 $5.7M 150k 37.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.2 $5.1M 139k 36.72
Spdr Ser Tr Portfli High Yld (SPHY) 4.2 $5.0M 200k 25.10
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.4 $4.1M 79k 51.98
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.2 $3.9M 92k 42.07
Vanguard Index Fds Extend Mkt Etf (VXF) 3.2 $3.9M 23k 165.67
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $3.3M 15k 227.66
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.6 $3.2M 61k 52.51
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.8 $2.1M 38k 55.57
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $1.8M 24k 75.85
Vanguard Bd Index Total Bnd Mrkt (BND) 1.4 $1.7M 21k 79.55
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $1.6M 27k 60.70
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $1.1M 29k 38.63
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.8 $1.0M 14k 70.07
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $960k 20k 48.04
Ishares Core Msci Emkt (IEMG) 0.8 $925k 17k 55.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $915k 8.4k 108.41
Ishares Jp Morgan Em Etf (LEMB) 0.7 $882k 24k 36.93
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $592k 5.5k 107.85
Ishares Tr Core S&p500 Etf (IVV) 0.4 $521k 1.1k 453.44
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.3 $420k 7.3k 57.46
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.3 $328k 6.0k 55.09
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $253k 5.0k 50.60
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $236k 6.3k 37.75
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.2 $220k 8.2k 26.70