Strategic Financial Planning

Strategic Financial Planning as of June 30, 2023

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 32 positions in its portfolio as reported in the June 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) 14.6 $17M 319k 51.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.1 $14M 311k 43.80
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.5 $11M 331k 32.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.7 $9.8M 242k 40.68
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 6.0 $6.8M 61k 110.48
Schwab Strategic Tr Us Reit Etf (SCHH) 5.9 $6.6M 338k 19.53
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.6 $5.2M 153k 33.77
Spdr Ser Tr Portfli High Yld (SPHY) 4.3 $4.9M 214k 22.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.6 $4.0M 113k 35.65
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.4 $3.8M 98k 38.84
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.2 $3.6M 90k 40.19
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.1 $3.5M 142k 24.63
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $3.3M 22k 148.83
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $3.1M 14k 220.28
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.4 $2.7M 55k 48.88
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.8 $2.0M 37k 54.44
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $1.8M 39k 46.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $1.8M 25k 71.03
Ishares Core Msci Emkt (IEMG) 1.3 $1.4M 29k 49.29
Vanguard Bd Index Total Bnd Mrkt (BND) 1.2 $1.3M 19k 72.69
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.2M 14k 83.56
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $988k 19k 52.43
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.8 $886k 14k 61.45
Ishares Jp Morgan Em Etf (LEMB) 0.7 $803k 22k 37.02
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $539k 5.4k 99.65
Ishares Tr Core S&p500 Etf (IVV) 0.5 $512k 1.1k 445.52
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $361k 11k 34.38
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.3 $336k 6.5k 51.34
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $272k 5.9k 45.89
Ishares Tr National Mun Etf (MUB) 0.2 $219k 2.1k 106.73
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $215k 975.00 220.21
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $201k 8.0k 25.01