Strategic Financial Planning

Strategic Financial Planning as of June 30, 2022

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 31 positions in its portfolio as reported in the June 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) 13.2 $14M 309k 44.19
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 11.1 $12M 297k 38.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.2 $9.6M 332k 28.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.9 $8.2M 198k 41.65
Schwab Strategic Tr Us Reit Etf (SCHH) 6.3 $6.6M 312k 21.09
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.6 $5.8M 57k 103.21
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.3 $5.5M 218k 25.38
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.5 $4.7M 150k 31.23
Spdr Ser Tr Portfli High Yld (SPHY) 4.5 $4.7M 208k 22.45
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.6 $3.7M 103k 35.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.4 $3.5M 112k 31.45
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.4 $3.5M 79k 44.27
Vanguard Index Fds Total Stk Mkt (VTI) 3.3 $3.4M 18k 188.62
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $3.0M 23k 131.11
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.8 $2.9M 59k 49.53
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.8 $1.8M 40k 46.49
Vanguard Bd Index Total Bnd Mrkt (BND) 1.7 $1.8M 23k 75.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $1.5M 24k 62.72
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $1.5M 26k 55.81
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $1.1M 27k 40.79
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.9 $901k 15k 61.33
Ishares Jp Morgan Em Etf (LEMB) 0.8 $828k 24k 34.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $752k 8.3k 91.15
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.6 $592k 11k 53.84
Ishares Tr Core Msci Intl (IDEV) 0.5 $564k 11k 53.70
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $507k 5.5k 92.37
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $482k 14k 34.73
Ishares Tr Core S&p500 Etf (IVV) 0.4 $435k 1.1k 378.59
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $353k 6.6k 53.46
Ishares Core Msci Emkt (IEMG) 0.2 $245k 5.0k 49.10
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.2 $210k 4.2k 50.01