Strategic Financial Planning

Strategic Financial Planning as of Dec. 31, 2023

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 34 positions in its portfolio as reported in the December 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) 14.8 $19M 339k 55.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.5 $16M 338k 47.24
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.2 $12M 346k 34.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.9 $10M 245k 41.10
Schwab Strategic Tr Us Reit Etf (SCHH) 6.1 $7.8M 375k 20.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.7 $7.3M 64k 115.03
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.9 $6.3M 180k 34.89
Spdr Ser Tr Portfli High Yld (SPHY) 4.4 $5.7M 243k 23.38
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.4 $4.4M 104k 42.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.3 $4.2M 113k 36.96
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.2 $4.1M 97k 42.59
Vanguard Index Fds Extend Mkt Etf (VXF) 2.7 $3.5M 21k 164.42
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.7 $3.5M 139k 24.79
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $3.2M 14k 237.22
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.3 $3.0M 60k 49.36
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.8 $2.3M 49k 47.90
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $2.1M 36k 58.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $2.1M 28k 75.32
Ishares Core Msci Emkt (IEMG) 1.5 $2.0M 39k 50.58
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $1.4M 41k 35.41
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.2M 22k 52.20
Vanguard Bd Index Total Bnd Mrkt (BND) 0.9 $1.1M 15k 73.55
Ishares Tr Cre U S Reit Etf (USRT) 0.8 $989k 18k 54.29
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.7 $948k 15k 63.75
Ishares Jp Morgan Em Etf (LEMB) 0.6 $830k 23k 36.72
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $574k 5.3k 108.25
Ishares Tr Core S&p500 Etf (IVV) 0.4 $549k 1.1k 477.43
Ishares Tr Core Msci Intl (IDEV) 0.4 $467k 7.3k 63.66
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $465k 5.3k 88.36
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.3 $325k 13k 25.30
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $282k 5.8k 48.72
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $275k 11k 25.64
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.2 $233k 11k 21.88
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $227k 975.00 232.69