Strategic Financial Planning

Strategic Financial Planning as of March 31, 2024

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.9 $20M 326k 61.05
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 13.0 $17M 352k 49.24
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.3 $12M 346k 35.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.1 $11M 258k 41.77
Schwab Strategic Tr Us Reit Etf (SCHH) 6.0 $8.0M 392k 20.30
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.8 $7.8M 66k 116.84
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.8 $6.4M 179k 35.80
Spdr Ser Tr Portfli High Yld (SPHY) 4.3 $5.8M 247k 23.46
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.3 $4.4M 103k 43.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.2 $4.3M 110k 39.02
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.2 $4.2M 100k 42.14
Vanguard Index Fds Extend Mkt Etf (VXF) 2.8 $3.7M 21k 175.27
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $3.5M 14k 259.90
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.5 $3.3M 133k 25.25
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.1 $2.9M 58k 49.19
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.8 $2.4M 49k 50.17
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.7 $2.3M 36k 64.15
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.7 $2.2M 28k 81.43
Ishares Core Msci Emkt (IEMG) 1.5 $2.0M 39k 51.60
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $1.5M 41k 36.19
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.0M 19k 52.16
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $958k 18k 53.80
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.7 $932k 15k 63.85
Vanguard Bd Index Total Bnd Mrkt (BND) 0.7 $886k 12k 72.63
Ishares Jp Morgan Em Etf (LEMB) 0.6 $808k 22k 36.08
Ishares Tr Core S&p500 Etf (IVV) 0.5 $604k 1.1k 525.51
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $586k 5.3k 110.52
Ishares Tr Core Msci Intl (IDEV) 0.3 $461k 6.9k 67.13
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $455k 5.3k 86.49
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $314k 5.9k 53.34
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $290k 11k 25.69
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $271k 11k 25.28
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $244k 975.00 249.91
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.2 $240k 11k 21.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $203k 3.3k 60.74
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.2 $201k 3.6k 56.21