Strategic Financial Planning

Strategic Financial Planning as of Sept. 30, 2024

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 37 positions in its portfolio as reported in the September 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) 14.2 $22M 323k 66.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 12.6 $19M 369k 51.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.0 $14M 285k 47.85
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.8 $13M 355k 37.56
Schwab Strategic Tr Us Reit Etf (SCHH) 6.6 $10M 431k 23.17
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 6.0 $9.0M 72k 125.96
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.8 $7.3M 189k 38.53
Spdr Ser Tr Portfli High Yld (SPHY) 4.3 $6.6M 273k 24.05
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.3 $5.0M 107k 46.91
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $4.7M 17k 283.16
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.1 $4.7M 102k 45.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $4.1M 100k 41.12
Vanguard Index Fds Extend Mkt Etf (VXF) 2.6 $3.9M 21k 181.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $3.2M 109k 29.18
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.1 $3.2M 63k 50.28
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $2.4M 46k 52.81
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.5 $2.3M 34k 70.06
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $2.2M 27k 83.09
Ishares Core Msci Emkt (IEMG) 1.4 $2.2M 38k 57.41
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $1.8M 44k 41.28
Ishares Tr Core Msci Intl (IDEV) 1.1 $1.7M 24k 70.83
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.3M 24k 53.63
Vanguard Bd Index Total Bnd Mrkt (BND) 0.8 $1.2M 16k 75.11
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $1.1M 18k 61.57
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.7 $1.0M 16k 66.36
Ishares Jp Morgan Em Etf (LEMB) 0.6 $930k 24k 38.46
Ishares Tr Core S&p500 Etf (IVV) 0.4 $663k 1.1k 576.58
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $620k 5.3k 116.96
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $463k 8.5k 54.68
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $423k 4.3k 97.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $392k 742.00 527.67
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $311k 12k 26.27
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $283k 11k 26.14
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.2 $263k 11k 23.38
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $257k 975.00 263.89
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $210k 3.6k 58.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $208k 3.3k 62.32