Strategic Financial Planning

Strategic Financial Planning as of March 31, 2023

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 32 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.2 $16M 326k 47.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 11.6 $13M 302k 41.93
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.6 $11M 326k 32.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.4 $9.2M 229k 40.40
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.8 $6.3M 58k 109.24
Schwab Strategic Tr Us Reit Etf (SCHH) 5.7 $6.2M 317k 19.50
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.8 $5.3M 157k 33.71
Spdr Ser Tr Portfli High Yld (SPHY) 4.5 $4.9M 213k 22.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $4.0M 116k 34.80
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.4 $3.7M 98k 37.77
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.2 $3.5M 87k 40.57
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.2 $3.5M 143k 24.52
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $3.1M 22k 140.20
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $2.8M 14k 204.10
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.5 $2.7M 56k 48.92
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.7 $1.9M 37k 50.43
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.7 $1.8M 41k 45.17
Vanguard Bd Index Total Bnd Mrkt (BND) 1.5 $1.7M 23k 73.83
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $1.5M 23k 67.85
Ishares Core Msci Emkt (IEMG) 1.4 $1.5M 31k 48.79
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $1.2M 23k 53.61
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.2M 14k 83.04
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.8 $894k 14k 62.31
Ishares Jp Morgan Em Etf (LEMB) 0.8 $833k 23k 36.05
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $523k 5.4k 96.70
Ishares Tr Core S&p500 Etf (IVV) 0.4 $472k 1.1k 410.91
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $449k 13k 34.13
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.3 $317k 6.1k 51.74
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.3 $300k 12k 25.04
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $261k 5.9k 43.94
Ishares Tr National Mun Etf (MUB) 0.2 $228k 2.1k 107.74
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $206k 975.00 210.92