Strategic Financial Planning

Strategic Financial Planning as of Sept. 30, 2022

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 33 positions in its portfolio as reported in the September 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) 13.5 $13M 310k 41.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 11.7 $11M 297k 37.80
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.7 $8.4M 325k 25.80
Schwab Strategic Tr Us Reit Etf (SCHH) 6.4 $6.2M 329k 18.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.3 $6.1M 166k 36.49
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.4 $5.2M 56k 92.81
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.0 $4.8M 214k 22.40
Spdr Ser Tr Portfli High Yld (SPHY) 4.8 $4.6M 211k 21.82
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.5 $4.3M 156k 27.75
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.5 $3.4M 99k 34.06
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.4 $3.3M 117k 28.13
Vanguard Index Fds Total Stk Mkt (VTI) 3.3 $3.2M 18k 179.48
Vanguard Index Fds Extend Mkt Etf (VXF) 3.0 $2.9M 23k 127.12
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.0 $2.9M 75k 38.15
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.9 $2.8M 58k 47.73
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.7 $1.6M 36k 44.11
Vanguard Bd Index Total Bnd Mrkt (BND) 1.5 $1.5M 20k 71.34
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $1.4M 27k 51.80
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $1.3M 22k 60.55
Ishares Core Msci Emkt (IEMG) 1.3 $1.2M 29k 42.98
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.2 $1.2M 32k 36.37
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.9 $833k 15k 57.45
Ishares Jp Morgan Em Etf (LEMB) 0.8 $768k 24k 32.32
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $721k 23k 31.03
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $662k 8.3k 80.16
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $479k 5.5k 87.27
Ishares Tr Core Msci Intl (IDEV) 0.5 $469k 9.7k 48.35
Ishares Tr Core S&p500 Etf (IVV) 0.4 $412k 1.1k 358.57
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.3 $325k 6.8k 47.91
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.3 $304k 6.1k 49.97
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.3 $296k 15k 19.46
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $221k 5.7k 38.54
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $214k 8.6k 25.01