Strategic Financial Planning

Strategic Financial Planning as of Dec. 31, 2024

Portfolio Holdings for Strategic Financial Planning

Strategic Financial Planning holds 37 positions in its portfolio as reported in the December 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) 14.7 $22M 948k 22.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 13.4 $20M 761k 25.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.9 $13M 297k 44.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.8 $13M 377k 34.13
Schwab Strategic Tr Us Reit Etf (SCHH) 6.2 $9.2M 435k 21.07
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.9 $8.7M 76k 114.50
Spdr Ser Tr Portfli High Yld (SPHY) 4.5 $6.6M 282k 23.47
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 4.4 $6.5M 189k 34.33
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $4.8M 16k 289.80
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.1 $4.6M 102k 44.92
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.1 $4.5M 113k 39.57
Vanguard Index Fds Extend Mkt Etf (VXF) 2.8 $4.0M 21k 189.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.5 $3.7M 201k 18.50
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 2.2 $3.2M 65k 49.05
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $2.9M 108k 26.63
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.6 $2.4M 33k 71.43
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $2.2M 80k 27.75
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.5 $2.2M 46k 47.82
Ishares Core Msci Emkt (IEMG) 1.3 $2.0M 38k 52.22
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $1.7M 43k 38.37
Ishares Tr Core Msci Intl (IDEV) 0.9 $1.3M 21k 64.47
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.3M 50k 25.83
Vanguard Bd Index Total Bnd Mrkt (BND) 0.8 $1.2M 16k 71.91
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $1.0M 18k 57.31
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.6 $943k 15k 63.16
Ishares Jp Morgan Em Etf (LEMB) 0.6 $859k 24k 36.11
Ishares Tr Core S&p500 Etf (IVV) 0.5 $676k 1.1k 588.43
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $601k 5.2k 115.22
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $472k 8.6k 54.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $388k 4.4k 89.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $377k 700.00 538.81
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $284k 11k 25.58
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $273k 11k 24.99
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $258k 975.00 264.19
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.2 $221k 11k 19.79
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $210k 3.6k 58.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $208k 3.3k 62.31