Strategic Financial Planning

Strategic Financial Planning as of June 30, 2024

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 34 positions in its portfolio as reported in the June 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) 15.5 $22M 342k 62.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 13.0 $18M 380k 47.45
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.6 $13M 379k 35.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.0 $12M 284k 43.76
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 6.2 $8.6M 74k 117.49
Schwab Strategic Tr Us Reit Etf (SCHH) 5.8 $8.1M 404k 19.97
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.6 $6.4M 179k 35.58
Spdr Ser Tr Portfli High Yld (SPHY) 4.4 $6.1M 261k 23.23
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.1 $4.3M 103k 41.53
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.0 $4.2M 103k 40.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.8 $3.9M 102k 38.42
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $3.6M 13k 267.51
Vanguard Index Fds Extend Mkt Etf (VXF) 2.6 $3.6M 21k 168.79
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $3.0M 114k 26.56
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.1 $3.0M 61k 48.67
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.7 $2.4M 36k 66.35
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $2.2M 46k 49.42
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $2.1M 27k 77.83
Ishares Core Msci Emkt (IEMG) 1.5 $2.0M 38k 53.53
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $1.5M 40k 37.67
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.2M 22k 52.01
Vanguard Bd Index Total Bnd Mrkt (BND) 0.8 $1.1M 15k 72.05
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $967k 18k 53.56
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.7 $936k 15k 62.90
Ishares Jp Morgan Em Etf (LEMB) 0.6 $853k 24k 35.64
Ishares Tr Core S&p500 Etf (IVV) 0.5 $629k 1.1k 547.00
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $565k 5.3k 106.66
Ishares Tr Core Msci Intl (IDEV) 0.3 $446k 6.8k 65.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $441k 5.3k 83.77
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $434k 8.5k 51.30
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $291k 11k 25.44
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $270k 11k 25.09
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $236k 975.00 242.15
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.2 $223k 11k 20.18